Targets companies known to be using competitor products. It deploys a "switching" campaign that highlights your key differentiators and unique value proposition, with the specific goal of winning customers away from your direct competitors and capturing market share.

Engages prospects with a compelling offer for a free assessment, audit, or product demo to convert their initial interest into a qualified lead. This provides direct value to the prospect and gives your team a reason to initiate a sales conversation.

Promotes a gated, high-value asset, such as a proprietary report or benchmark, to identify prospects with a strong interest in your domain. Those who engage with the content are then qualified as warmer, more educated leads ready for further nurturing.

Launches timely outreach sequences to prospects whose online activity indicates they are actively in-market for a solution. By engaging them during their research phase, you can influence their buying decision and position your solution as the top choice.

Engages prospects at companies that share the characteristics of your best current customers. By targeting similar accounts, this strategy aims to find high-potential new prospects who are likely to be a good fit for your solution, increasing the efficiency of your outreach.

Manages the regular distribution of your company newsletter to a subscribed list of prospects and customers. This keeps your audience engaged with a mix of product news, industry insights, and company updates, nurturing leads and reinforcing brand loyalty over time.

Sends a series of use-case-specific emails and content that directly address a lead's likely problems or industry challenges. This approach builds relevance and positions your solution as the ideal answer to their specific pain points, increasing engagement.

Educates leads about your product's core features, benefits, and technical advantages through a multi-touch email sequence. This ensures that when they are ready to buy, they have a clear and detailed understanding of what your solution offers.

Shares relevant customer stories, testimonials, and case studies with leads to build trust and validate your solution. By showing how others have succeeded with your product, you reduce perceived risk and make the buying decision easier for the prospect.

Manages the entire registration process from initial sign-up to confirmation. This agent handles event details, attendee data collection, and payment processing. It can also send personalized confirmations, tickets, and reminders to ensure a smooth pre-event experience.

Targets a list of registered attendees for an upcoming trade show. The goal is to send personalized outreach to book meetings with key prospects at your booth, ensuring you connect with high-value contacts and maximizing the event's ROI before it even starts.

Focuses on maximizing the value of an event after it's over. This agent automates tasks like sending thank-you notes, gathering feedback, and sharing event content. It helps build a lasting community and provides valuable insights for improving future events.

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Engages leads captured from an event, such as booth scans. It sends tailored follow-up sequences based on the context of the interaction, aiming to nurture interest, qualify the leads, and convert the best ones into sales opportunities.

Promotes additional, complementary products to your existing customers. The campaign identifies customers who would benefit from another one of your solutions and sends educational content to create awareness and generate interest in the new product, growing the account value.

Encourages and incentivizes existing customers to refer new business through an automated outreach and rewards program. This turns your happiest customers into a powerful, trusted channel for generating high-quality new leads.

Automates the invitation and scheduling process for Quarterly Business Reviews (QBRs). These strategic meetings are key touchpoints for demonstrating value, strengthening partnerships, and uncovering natural opportunities for account expansion and growth.

Invites your most engaged customers to exclusive beta programs. This not only provides crucial product feedback but also makes your customers feel like valued insiders and advocates, strengthening their loyalty and connection to your brand.

Sends personalized requests to satisfied customers asking them to leave a public review or participate in a case study. This helps generate a steady stream of authentic social proof, which is invaluable for building trust with new prospects.

Identifies existing customers who are good candidates for a higher-tier plan based on their usage or company profile. It sends targeted campaigns highlighting the benefits of upgrading to drive expansion revenue and increase the customer's lifetime value.

Places contacts from lost deals into a long-term nurturing drip that shares valuable industry insights. This keeps your brand top-of-mind in a non-salesy way, ensuring you are the first company they call if their circumstances change.

Targets churned customers after several months to showcase significant product updates and new features they might have missed. The goal is to demonstrate new, compelling value that directly addresses their original reasons for leaving, enticing them to reconsider your solution.

Automatically checks in every quarter with qualified opportunities that were lost or went cold to see if their situation has changed. A company’s needs and priorities evolve, and this patient, long-term approach can often revive a deal that was previously considered lost.

Sends a special offer or incentive to a segment of churned customers to entice them to return. The offer can be a discount, a new service package, or dedicated support, providing a tangible reason to give your product another try.

Celebrates customer anniversaries or other milestones with a personalized message or special offer to strengthen the relationship. This simple, goodwill gesture helps build loyalty and makes customers feel valued beyond the business transaction.

Proactively requests product or service feedback from different segments of your customer base. This helps you gather structured insights on what’s working and what’s not, allowing you to make data-driven decisions to improve your offering.

Sends a thoughtful physical gift to key stakeholders in a stalled deal to break through the noise and restart the conversation. This memorable, non-digital touchpoint can reopen lines of communication and show a high level of commitment.

Sends automated surveys to key contacts in lost deals to gather intelligence on why the deal was lost, helping to inform future strategy. Understanding the reasons for churn or lost deals provides invaluable, actionable feedback for your product and marketing teams.

Sends surveys to specific segments of your database to gather intelligence on market trends, brand perception, or unmet product needs. The insights gathered can help shape your product roadmap, refine your positioning, and identify new market opportunities before your competitors do.

Sends personalized, non-promotional greetings to customers and prospects during holidays or special occasions. This helps build brand affinity and maintain relationships by adding a human touch to your marketing communications, fostering goodwill with your audience.