B
In-app Onboarding

Beamer

Changelog and announcements inside your product, with NPS as an add-on.

getbeamer.com →

How teams use it post-sale

Beamer keeps customers current on what shipped, and segmented announcements are where it earns its keep post-sale: showing the accounts that never adopted a feature the update that fixes their objection, instead of broadcasting every release note to everyone.

Swap it within In-app Onboarding

Any of these runs the same plays — Accoil pushes the same signal wherever the work happens.

Workflows using Beamer2

YOUR EXISTING EVENT STREAMAPIYESNODROPPEDCALLTHE RESTSIGNAL · ACCOILWeekly check picks up thechange your team recordedAccounts it shouldtouchTheir usage beforeAgreed successmeasureHeld back from thelaunchACTION · BEAMERBTell the accounts it's for, noteveryoneACTION · APPCUES Guide first use to the result itexists forSCORE · ACCOILFour weeks on: told vs held back,by segmentMoved as expectedTried and droppedNo changeMoved the wrong wayDECISIONDid it land, or is there a reason towait?ACTION · HUBSPOTNo move: adopted, or a reason towaitDECISIONWhich move fits this account?ACTION · APPCUES Ask one question at the drop-offpointACTION · HUBSPOTDraft a CSM conversation on theHubSpot recordACTION · APPCUES Send the guide again, logged onthe recordHUMAN STEPPM and CS lead read the resulttogetherOUTCOMEEight weeks on: what did theearlier launch earn?
GrowthSuccess

What Changed After the Release Playbook 2026

Every release, price change and campaign is a change worth measuring. This play picks the accounts a change should touch before it ships, tells and guides only them, and four weeks on sorts each one: moved, tried and dropped, no change, or the wrong way. Accounts that moved are left alone; the rest get a move on the CRM record.

BIntermediate
YOUR EXISTING EVENT STREAMAPIYESLEAVE ALONEA FIXA NEW PLANSIGNAL · ACCOILAgreed check date, or your teamflags a relevant fixReason they leftUsage at exit vsbenchmarkARR when they leftWho made the callSCORE · ACCOILCheck the fit at exit and whetherthe reason still standsFit at exitFixed or repricedsince?Months since they leftDecision-maker stillthere?DECISIONIs a win-back worth making now?ACTION · HUBSPOTNo move: note why and whatwould change itDECISIONWhat answered why they left?ACTION · HUBSPOTDraft a 'we fixed it' note on theHubSpot recordACTION · HUBSPOTDraft a new-plan note on theHubSpot recordHUMAN STEPAE decides, sends it and answersany replyOUTCOMEEight weeks on: did they reply,did anyone come back?
GrowthSales

Churned-Account Win-Back Playbook 2026

Some former customers left over one reason your team has since fixed. This play checks them each quarter, and whenever a fix or new plan ships: did they look like your successful customers before they left, and does the reason still stand? The answer lands on the CRM record as a drafted note for the AE, or no move, with the reason and a recheck date.

BStarter

See these in the library →

The playbook pack

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All 32 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.

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