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Commonly Used Reason Codes

See commonly used Pulse Reason Codes, with examples across product, support, onboarding, sales, billing, relationship, and business viability categories.

Written by ClientSuccess

Below are some examples of commonly used Reason Codes. Note these are not all inclusive, but serve as a framework or guideline.

Features and Functionality

  • (For example) Feature and Functionality 1

  • (For example) Feature and Functionality 2

Competitive Threat

  • (For example) Competitor 1

  • (For example) Competitor 2

Customer Success

  • Lack of Training

  • End Users Not Adopting

  • Manager Not Adopting

  • Executive Not Adopting

  • No ROI / Value

  • No Executive Buy-in

Sales

  • Communication Issues

  • Not Aligned with Key Business Objectives

  • Missed Expectations / Representation in Sales Process

  • Sales Rep Turnover

Engineering

  • Integration Challenges

  • API Challenges

  • System Downtime

Product

  • Product Stability & Uptime

  • Product Fit

  • Bugs

  • Business Requirement(s) Gap

Support

  • Response Time

  • Resolution Time

  • High Support Conversation / Ticket Volume

  • Problem Not Resolved

  • Response Quality

  • Recurring Issues

On-boarding

  • Requirements Not Met

  • Launch Running Behind

  • Lack of Internal (Client) Leadership / Ownership

  • Opt-out

Education

  • Training Video Not Clear

  • Knowledge Base Article Error

  • Outdated Training Information

Relationship

  • Key Sponsor Turnover

  • Lack of Key Contact

  • Lack of Executive Relationships

  • Cancelled / Pushed Meetings

  • Too Early in Company Evolution

Business Viability

  • Acquisition

  • Bankruptcy

  • Pivoting Business

  • Loss of Budget

  • Financial Viability

Billing

  • Credit Hold

  • Invoicing / Billing Errors

  • Invoice(s) Past Due

Professional Services

  • Requirements Not Met

  • Project Past Due

  • Resourcing Issues

  • Project Over Budget

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