Action Plan Templates

From: {{CS_REP_NAME}} <{{CS_REP_EMAIL}}>To: {{OWNER_FIRST_NAME}} {{OWNER_LAST_NAME}} <{{OWNER_EMAIL}}>CC: {{DIRECTOR_NAME}} <{{DIRECTOR_EMAIL}}>, Brock {{BROCK_EMAIL}}Subject{{LAB_NAME}} — you're in the top 25% of the USR networkHi {{OWNER_FIRST_NAME}}, I'm {{CS_REP_NAME}} on the USR Customer Success team — copying {{DIRECTOR_NAME}}, your Regional Director, and Brock who leads our CS team. Quick update: we just pulled the latest network benchmark across the USR Speed Lab network, and {{LAB_NAME}} landed in the top quartile (Q1) with a composite score of {{SCORE}}. For context — that puts you above the network average on a blend of YTD, 90-day, and 30-day testing volume plus athlete count. Specifically: • {{YTD_TESTS}} YTD assessments (vs. national avg 955) • {{ATHLETE_COUNT}} active athletes • {{30D_TESTS}} tests in the last 30 days This is real. You're building something the rest of the network is going to want to learn from. {{DIRECTOR_NAME}} would love to grab 20 minutes with you to talk through (1) what's working at {{LAB_NAME}} that we can amplify, (2) where USR can support you to scale further, and (3) whether you'd be open to being featured as a case study to other Speed Labs. Grab a time directly on {{DIRECTOR_FIRST_NAME}}'s calendar: {{CALENDAR_LINK}} Talk soon, {{CS_REP_NAME}} USR Customer Success

Hey {{OWNER_FIRST_NAME}} — just ran the May network numbers. {{LAB_NAME}} is in the top 25% of the USR network (score: {{SCORE}}). You're doing something right. Want to grab 20 min next week to talk through what's working + where USR can help you scale? Calendar: {{CALENDAR_LINK}}

From: {{CS_REP_NAME}} <{{CS_REP_EMAIL}}>To: {{OWNER_FIRST_NAME}} {{OWNER_LAST_NAME}} <{{OWNER_EMAIL}}>CC: {{DIRECTOR_NAME}} <{{DIRECTOR_EMAIL}}>, Brock {{BROCK_EMAIL}}Subject{{LAB_NAME}} — you're above network average. Let's push further.Hi {{OWNER_FIRST_NAME}}, I'm {{CS_REP_NAME}} from USR Customer Success. Copying your Regional Director {{DIRECTOR_NAME}} and Brock, who leads our CS team. We just finished pulling the latest performance benchmark across the USR Speed Lab network. {{LAB_NAME}} landed in the second quartile (Q2) with a composite score of {{SCORE}} — solidly above the network average of 50. Here's what stands out: • {{YTD_TESTS}} YTD assessments • {{ATHLETE_COUNT}} active athletes • {{30D_TESTS}} tests in the last 30 days You're building real traction. The labs that move from Q2 into Q1 typically lock in on one or two specific levers — consistent monthly testing cadence, a parent communication rhythm, or a community/team partnership pipeline. {{DIRECTOR_NAME}} has a hypothesis about which lever would move {{LAB_NAME}} the most. Can we grab 20 minutes? {{DIRECTOR_FIRST_NAME}} wants to walk through your numbers with you, share what the Q1 labs are doing differently, and put together a focused 30-day action plan together. Book a time on {{DIRECTOR_FIRST_NAME}}'s calendar: {{CALENDAR_LINK}} {{CS_REP_NAME}} USR Customer Success

Hey {{OWNER_FIRST_NAME}} — pulled the May network rankings. {{LAB_NAME}} is in Q2 (score: {{SCORE}}) — above the national average. Got some ideas on what would move you into Q1. 20 min next week? {{CALENDAR_LINK}}

From: {{CS_REP_NAME}} <{{CS_REP_EMAIL}}>To: {{OWNER_FIRST_NAME}} {{OWNER_LAST_NAME}} <{{OWNER_EMAIL}}>CC: {{DIRECTOR_NAME}} <{{DIRECTOR_EMAIL}}>, Brock {{BROCK_EMAIL}}Subject{{LAB_NAME}} — let's talk about your ranking and the path back to Q1Hi {{OWNER_FIRST_NAME}}, I'm {{CS_REP_NAME}} on the USR Customer Success team. I'm copying {{DIRECTOR_NAME}}, your Regional Director, and Brock who leads our CS team — we want everyone in the loop on this one. I want to be straight with you. We just ran the latest network benchmark across the USR Speed Lab network, and {{LAB_NAME}} landed in the third quartile (Q3) with a composite score of {{SCORE}}, below the network average of 50. The data: • {{YTD_TESTS}} YTD assessments (network avg: 955) • {{ATHLETE_COUNT}} active athletes (network avg: 283) • {{30D_TESTS}} tests in the last 30 days (network avg: 191) This isn't a verdict on your business — but it's a signal that something in the engagement loop isn't compounding the way it should. The good news: most Q3 labs we've worked with this year have moved up at least one quartile within 90 days when they fix one specific bottleneck. It's almost never the testing itself — it's the rhythm around it. {{DIRECTOR_NAME}} would like to put 30 minutes on the calendar to look at your numbers together, identify the top 1–2 issues, and build a 30-day action plan you can execute. No pitch — just a working session. Pick a time on {{DIRECTOR_FIRST_NAME}}'s calendar: {{CALENDAR_LINK}} {{CS_REP_NAME}} USR Customer Success

Hey {{OWNER_FIRST_NAME}} — just ran network rankings. {{LAB_NAME}} came in Q3, below avg. Most labs in your spot move up a quartile in 90 days when we fix the right thing. Want to grab 30 min to map out an action plan? {{CALENDAR_LINK}}

From: {{CS_REP_NAME}} <{{CS_REP_EMAIL}}>To: {{OWNER_FIRST_NAME}} {{OWNER_LAST_NAME}} <{{OWNER_EMAIL}}>CC: {{DIRECTOR_NAME}} <{{DIRECTOR_EMAIL}}>, Brock {{BROCK_EMAIL}}Subject{{LAB_NAME}} — we need 20 minutes with you this weekHi {{OWNER_FIRST_NAME}}, I'm {{CS_REP_NAME}} on the USR Customer Success team. {{DIRECTOR_NAME}} (your Regional Director) and Brock (who leads our CS team) are both on this email because we don't want to lose you without a real conversation first. We just finished the latest network benchmark across the USR Speed Lab network. {{LAB_NAME}} is currently in the fourth quartile (Q4) with a composite score of {{SCORE}}. Last activity was {{LAST_USED}}. We're not sharing this to put pressure on you — we share it because labs that drift here without a plan tend to disengage from USR entirely, and we genuinely don't want that to happen with {{LAB_NAME}}. There's a real cost to you, your athletes, and the relationships you've built. A few questions {{DIRECTOR_NAME}} would want to answer with you on a call: • What's actually going on in the business right now — is this a capacity issue, a tech issue, or a fit issue? • What would have to be true for USR to be useful to you again? • Is there a smaller version of the partnership that makes sense? We'd really like to put this on the calendar in the next 7 days. Even if the answer is "USR isn't working for us right now," we'd rather hear that directly than guess. Here's {{DIRECTOR_FIRST_NAME}}'s calendar: {{CALENDAR_LINK}} If none of those times work, just reply with 3 windows and we'll make it happen. {{CS_REP_NAME}} USR Customer Success {{DIRECTOR_NAME}} · direct: {{DIRECTOR_PHONE}}

Hey {{OWNER_FIRST_NAME}} — it's {{DIRECTOR_NAME}} from USR. Want to be straight: {{LAB_NAME}} dropped into the bottom quartile and I don't want to lose you without a real conversation first. Can you give me 20 min this week? {{CALENDAR_LINK}} — or just text me 3 times that work.