Growth and lifecycle workflows
Trials, activation, second use cases and the changes you ship – growth work that starts from what your converted and expanded customers actually did.
Second-Value Seeding Playbook 2026
Your best customers show you which feature comes after the first. This play checks every account against them each week, finds the feature customers like it added next and kept, and puts the move on the account in your CRM: an in-app prompt and a short story, the CSM on the next call – or no move, with the reason noted.
Onboarding Cliff Rescue Playbook 2026
Your best customers show you what the first 90 days after go-live look like. This play checks every new account against them at the same stage each week, confirms the slip is real, and puts the move on the account in your CRM: an unblock call on the missed step, a note for the champion, a self-serve nudge – or no move, with the reason noted.
Trial Activation Playbook 2026
Your converted customers show you what a good first week looks like. This play checks every trial against that pace each day, confirms a trial is really stuck before anyone acts, and puts the move on the account in your CRM: personal outreach for high-fit trials, an unblock message or check-in your team chose to automate – or no move, with the reason noted.
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.
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.
Pricing Migration Without the Churn Spike 2026
New pricing is a chance to put every customer on the plan that fits how they already work. This play sorts each account by its usage against the new packaging and your successful customers, then runs the move on the CRM record: a wave notice, an upgrade case, a call first – or no move until renewal, with the reason noted.
Community-Led Retention Loop Playbook 2026
Your advocates are already in your data: the accounts and people using the product well past what your successful customers do. This play takes them from the weekly check, looks for a reason to wait, and puts one ask on the account in your CRM: a community invite your team chose to automate, a CSM's personal ask – or no move, with the reason noted.
Every playbook, one download
All 32 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.