Plays
Different tactical plays based upon Accoil signals received.
Opportunity to Close
Converting high-potential leads into paying customers
Hot TrialsAccelerating conversion
Dormant TrialsRecovery before expiry
Reactivate Dormant TrialsConversion
Champion CreationDrive the adoption curve
Time-Sensitive closersOpportunity to drive conversions
Engagement Spike AlertFast follow-ups
Freemium Accounts Primed to ConvertAccounts showing strong activation and engagement
Stand Up and DanceNo outreach needed
Premium Feature AdoptersUpsell with perfect timing
Stalled OpportunitiesA second chance to re-ignite interest
Ready-to-Convert Accounts (warm trials)Meaningful engagement and setup progress but not fully onboard
Feature ExplorersPower users exploring your premium or advanced features
Warm Lead IdentificationIdentifying leads showing repeated logins and early feature interaction
Trial Account Engagement ProfileKey events to tell a real story of intent and value connection.
New User onboarding
Delivering quick wins and ensuring customers experience value early.
Stalled Onboarding AccountsOffering support
Multi-User Activation OpportunitiesUnlocking expansion through multi-role adoption
Lifecycle Milestone assistanceKeeping customers on track with support and checkins
Declining EngagementIntervening early when new customers show slowing momentum
Onboarding Assistance
Feature Activation BoostActivate what matters most
Engagement Low StartersAccounts with weak early engagement
Quick Wins CampaignActivation milestones
High activity support needsGuiding active but struggling users across the finish line
Customer Retention
Maintaining engagement, addressing declining usage, and reinforcing value
Low Adoption CustomersDelivering tailored enablement
Churn Prevention OutreachAt-risk customers and re-engagement
Inactive CustomersReignite engagement from long-term customers who’ve gone quiet.
Feature Usage TroubleshootingTargeting users who engage with features but don’t finish workflows
Lifecycle Check-InsPersonalized check-ins, value reminders, and ROI proof.
Success CheckpointsMomentum, targeting new customers.
At-Risk AccountsRe-engaging with timely outreach and targeted support
Power User Recognition
Unresponsive Accounts AlertsOutreach and targeted value to revive relationships before they slip away
Feature Drop-Off DetectionReinforcing value when users disengage from previously adopted features
Feature Awareness Campaign: Driving Adoption Among Everyday UsersBuild product awareness and unlock deeper engagement.
Annual Contract prepSet the stage
Revenue expansion
Existing customer growth through upselling, cross-selling, and advocacy.
Upsell CampaignConvert growth momentum into expansion
Cross-Sell OpportunitiesIntroducing complementary modules, increasing product value and customer engagement
High Growth Potential AccountsScalable solutions to unlock expansion opportunities
Advocacy CampaignTurning loyal, high-engagement customers into brand advocates.
Advanced Feature CampaignsDriving engagement, satisfaction, and long-term retention
Expansion Milestone TriggersDriving expansion revenue
Inactive Feature ReactivationReviving unused high-value features
Feedback Collection CampaignEngaging active users