Upsell campaigns for new accounts

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Scenario

First-time buyers are often hesitant to take on more than they can handle. They often want to prove the value of a smaller purchase before making bigger investments. To support new buyers and create upsell opportunities, circle back 90 days after their purchase to demonstrate value and show them additional solutions that can help them achieve their goals. 

Triggers 

  • 90 days post-purchase and account in good standing

Actions 

  • Account manager outreach or email campaign that pitches other product offerings