Keep post-offboarding feedback attached to customer accounts for support teams

Support agents lose exit insights when offboarding forms aren't attached to accounts, causing follow-ups to stall. So customer success and support act on feedback immediately.

Overview

Offboarding feedback that isn't captured creates SLA risk and frustrated customers. This workflow captures every post-offboarding response as a company note and alerts customer success and support, eliminating knowledge gaps and enabling faster handoffs. Support leaders see shorter follow-up cycles and fewer manual entries.

Notable Features

Create company notes from forms
Notify customer success and support
Prevent knowledge loss during offboarding