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Order of process, not of time
Foundations
Plan
Source
Prioritize
Engage
Qualify
Advance
Close
Grow
Stage 08
Grow
Deliver continuity, retain customers and develop the relationship.
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Handoff & onboarding
Transfer customer context
Hand sales commitments, relationships and requirements to the delivery team.
10 products
Attio
ChurnZero
Flowla
Gainsight
G
GUIDEcx
OnRamp
View all 10
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View all 10
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Coordinate customer onboarding
Organise post-sale setup, milestones and accountability.
18 products
Along
Arrows
Aviso AI
ChurnZero
Custify
Flowla
View all 18
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View all 18
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Coordinate a mutual action plan
Agree and track buyer/seller steps, owners and milestones.
0 products
Open branch
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Relationships & account plan
Map buying groups
Understand the people, relationships and influence involved in a decision.
0 products
Open branch
→
Send gifts or direct mail
Deliver a physical touchpoint as part of a sales relationship.
0 products
Open branch
→
Schedule meetings
Coordinate availability and book the next meeting.
3 products
Cal.com
Calendly
SavvyCal
Capture conversations and notes
Record or summarise meeting content into a usable record.
1 product
Copilot
Plan account growth
Define account objectives and a plan to develop the relationship.
8 products
Altify
Backstory (formerly People.ai)
DemandFarm
Gainsight
Planhat
Prolifiq
View all 8
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View all 8
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Health & renewal
Monitor customer health
Assess indicators of customer outcomes, engagement and retention risk.
9 products
Aviso AI
ChurnZero
Custify
Gainsight
HubSpot
OnRamp
View all 9
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View all 9
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Manage renewals
Coordinate the renewal decision, timing and commercial process.
12 products
Agiloft
Aviso AI
ChurnZero
Advantage Platform
Custify
DealHub AI
View all 12
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View all 12
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Growth & advocacy
Observe buyer events
Capture relevant observable activity or changes without assuming buying intent.
1 product
HubSpot
Identify expansion opportunities
Assess where additional value and a further purchase may be appropriate.
15 products
Altify
Attention
Aviso AI
Backstory (formerly People.ai)
Breadcrumbs
ChurnZero
View all 15
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View all 15
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Request referrals and advocacy
Invite suitable customers to refer or advocate.
4 products
Influitive
Referral Rock
SaaSquatch
UserEvidence
Collect customer proof
Obtain usable testimonials, reviews or case evidence.
5 products
Influitive
Senja
Testimonial
Trustmary
UserEvidence
View all 5
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