The revenue you close on day 1 is just the beginning, but it can be difficult for reps to get visibility into what's happening with their accounts after the initial close.
Especially if the customers involved in the initial deal have moved on from the company or aren’t the ones with the greatest current need.
Steal this automated workflow to proactively loop in your sales team when existing accounts take high-intent actions to drive renewals and upsells in HubSpot.
PRE-WORK: Copy the renewal date from deals to the company record, and use a calculated property to set “Days until renewal” by subtracting “Today’s Date from the Renewal Date”.
→ Viewed the pricing page in the last 7 days
→ Downloaded an ultimate guide in the last 30 days
→ Viewed documentation for a premium feature
THEN check the “Account Type” of the associated company based on employee count.
→ Send a Slack notification to the sales team to create a customized strategy and reach out.
→ Rotate the contact between the sales team and assign an owner
→ Create a task for the new owner to enroll the contact in a renewal sequence
Add an IF/THEN branch to check if the contact has any associated deals.
→ Rotated the contact to an owner on the sales team
→ Create a task for the new owner to enroll them in a nurture sequence
→ Send a Slack notification to the deal owner to identify if an upsell or cross sell opportunity exists based on the intent.
Meeting people where they are instead of dumping them in generic sequences is the best way to add value and close deals.
If you proactively identifying “high-intent” accounts, you can help your reps focus their time on the accounts with the highest potential for upsells and cross sells.
Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.