Identifying risks early in customer success isn't just proactive - it's transformative. It turns potential obstacles into opportunities, ensuring a seamless path to value and long-term trust.

While we would want all projects to run as smoothly as possible, there might be some factors that could potentially put the project at risk. Ascendr allows you to actively track and monitor potential risks to your project through the "Risk register" feature.

Add a new risk by clicking on the "Add Risk Record" button on the top right of the screen

Add the risk details as required

You can add the risk classification like "Low adoption", "Decision maker left organisation" etc to help identify the problem at early stages. You can also quantify the amount at risk.

While risks are identified the next steps would be to create tasks that help mitigate the risk. For e.g if the risk is "Low adoption", you can create a task to "Connect with champion to organize weekly catch-ups for the next 4 weeks. Or, "Check LinkedIn to see who the replacement stakeholder is"

You can either connect an existing task to the risk or add a new task after identifying the risk

Click on "Save" to save your progress