Expansion and retention play
A customer hit their seat limit? Start the expansion talk.
Written by
Pennie HuangA1BaseUses


- StartsA customer uses 90% or more of their seats, or a new team starts using the product.
- Step 1Spot the growth
Cardinal sees the usage jump and which team it came from.
- Step 2Find the new buyer
It identifies who leads the team that just started.
- Step 3Brief the account manager
Usage, contract dates and the right person to talk to, in one note.
- Step 4Draft the outreach
An email that leads with what the new team is already doing.
ToAna Ruiz, Head of RevOps at BrightlineSubjectyour emea team!Hey Ana!
Your EMEA team has started booking meetings with Cardinal, love to see it! You’re at 46 of 50 seats, so they’ll hit the limit pretty soon.
Want to look at their numbers together and plan for the rest of the year?
-Devi

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