Expansion and retention play

A customer hit their seat limit? Start the expansion talk.

Written byPennie HuangPennie HuangA1BaseUsesHubSpotSlackGmail
How it runs
  1. Starts
    A customer uses 90% or more of their seats, or a new team starts using the product.
  2. Step 1
    Spot the growth

    Cardinal sees the usage jump and which team it came from.

  3. Step 2
    Find the new buyer

    It identifies who leads the team that just started.

  4. Step 3
    Brief the account manager

    Usage, contract dates and the right person to talk to, in one note.

  5. Step 4
    Draft 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

Playbooks

A seller laughing on the phone
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