PHALANX FOR CUSTOMER SUCCESS & ACCOUNT MANAGEMENT

Detect At-Risk Accounts from Document Drop-Off Patterns

Engagement drop-off is an early warning sign. Phalanx SendTurtle helps you detect which accounts might be at risk by analyzing where customers lose interest in your content.

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Identify churn risk before it’s too late

Track document drop-off signals to catch disengagement trends before they impact retention. Know which customers are skipping pages, spending less time, or disappearing entirely.

  • Drop-off tracking across onboarding and success content
  • Historical document activity trends for each account
  • Engagement scores that will indicate low or high engagement 
  • Use data to inform QBRs, check-ins, or renewal outreach

Useful for success plans, onboarding docs, and customer guides.

Proactively retain more customers

By identifying low document interaction, CS and AM teams can step in with help or incentives before a customer becomes silent.

  • Track time-on-page and scroll depth in PDFs, slides, and spreadsheets
  • Compare document usage across customers
  • Highlight which accounts have gone inactive
  • Secure, branded delivery with no login required for recipients

Also works well with NPS follow-ups, support escalations, or engagement scoring models.

Frequently Asked Questions

How do I know if a customer is disengaging?

SendTurtle shows you time-on-page, skipped pages, and lack of revisits.

Can I get alerts when engagement drops?

Yes, with a SendTurtle Pro plan, you’ll receive open and view alerts.

Can this improve my retention strategy?

Absolutely! Acting on document signals helps reduce silent churn.

Will this work for all types of documents?

Only PDF, Word documents, spreadsheets, and slide files currently support engagement insights.

Can I see engagement trends over time?

Yes, you’ll get historical analytics for each account.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.