Use cases

Every kind of customer gets a conversation

However your team serves a customer today, a short check-in fills the gap. Here is how teams use it for each kind of customer, and at the moments that matter.

The long tail

Today
An email sequence and a health score. Nobody hears these customers until they leave.
With Nava
A recurring three-minute check-in with every customer, at the moments you choose.
Your team gets
What the whole segment says, and the few customers who need a person.

What the segment saysYour long tail, 500 customers

254 check-ins this quarter

  • Stock sync is missing41 customersGrowth potential
  • New staff take a long time to learn it18 customersChurn risk

See all 254 customers

Enterprise customers

Today
Your CSM talks to two or three people. The users who decide the renewal are rarely heard, and when a key stakeholder leaves, you find out too late.
With Nava
Every user gets a short check-in every quarter. Three minutes, in their own language.
Your team gets
What the users say before every business review, by team and by person.

13

people inside a company take part in a typical buying decision.

Forrester, The State of Business Buying, 2026

Enterprise customer, 18 usersWhat the users say

14 of 18 checked in

Your key stakeholder, in the last business reviewEverything is going fine.

  • Warehouse, 6Stock sync is missingGrowth potential
  • Finance, 4Month-end reports take too longChurn risk

Renewals

Today
The renewal is often the first time anyone asks. By then, the decision is made.
With Nava
45 days before the renewal, every contact gets a short check-in: what they would miss, what is changing on their side and whether they are looking at other options.
Your team gets
Who is at risk and why, in time to act. And who is ready for more.

Renewals in the next 60 days17 customers checked in

3 at risk2 want more

  • Dental clinicRenews November 12Churn riskWe are reviewing all our suppliers.
  • Print shopRenews November 20Growth potentialOur second shop wants it too.

For every kind of customer

The moments that matter

Check-ins follow the customer's lifecycle, and they start on their own when something changes.

  1. Day 7StartDid the first week go as planned?
  2. Day 21OnboardingIs the whole team up and running?
  3. Every 90 daysEvery quarterWhat works, and what does not?
  4. 45 days before renewalRenewalWhat would you miss, and what is changing?

When something changes

Product usage drops

The agent asks how the team works today and what gets in the way.

Spend changes

Up or down. The agent asks what changed in their plans and where your product could help more.

A stakeholder changes

A new contact, or a key stakeholder who leaves. The agent asks what matters to the people who stay.

NPS or health score falls

Or CSAT, or any score you track. The agent asks for the reason behind the number.

Start with one segment

  1. Pick one segmentMost teams start with their long tail.
  2. Choose the momentsA schedule, the triggers or both.
  3. See what they saySignals reach your CRM after the first check-ins. Add the next segment when you are ready.

What you need to start

  • Your customer list, from your CRM or a file
  • Your logo and colors
  • The moments you choose

We set it up with you after the demo. Your team does not need to learn a new tool.

In the demo

Bring one segment of your customers to the demo

Tell us who they are. We will show you the check-in they would get, and what your team would see.

You will meet

Mernosh Saatchi

Mernosh Saatchi

CEO and Co-founder, Nava