Protect accounts when your champion leaves
Each week, checks the champions at your customer accounts.
12 stepsWeekly checkYou approve before anything is sent
The workflow diagram
What this workflow does
Each week, checks the champions at your customer accounts. When one leaves, customer success is alerted, the likely successors are found, and AIMEE drafts an introduction offering a handover session that waits for your approval.
Why it works. Losing a champion is a top cause of churn, and reaching the successor in the first weeks keeps the account from drifting.
AIMEE's introductions wait for your approval.
How it works
It starts: Every Monday, for each customer champion, or run it now.
- 1
Check for a job change
Runs a BrandWell data lookup and brings the result back into the workflow.
- 2
Moved to a new company?
If yes, it goes on to "Record the departure". If no, it stops for that person.
- 3
Record the departure
Saves what was found onto the record.
- 4
Alert customer success
AIMEE tells the right person, with the context they need.
- 5
Find who may have taken over
Finds the right people at each company.
- 6
Add to Successor contacts
Saves the people to an audience you can use anywhere.
- 7
Has a work email?
If yes, it goes on to "Verify before anything is sent". If no, it goes on to "Find the missing work email".
- 8
Find the missing work email
Fills a missing work email, trying included data first and paid sources only to fill the rest.
- 9
Email found?
If yes, it goes on to "Verify before anything is sent". If no, it stops for that person.
- 10
Verify before anything is sent
Checks the email is deliverable before anything is sent. Free checks run first.
- 11
Deliverable?
If yes, it goes on to "Introduction from AIMEE". If no, it stops for that person.
- 12
Introduction from AIMEE Waits for your OK
AIMEE writes the message and sends it only after the required approval.
What you need
- Workflow Wallet funds for paid lookups
- AIMEE in your BrandWell plan
- An Outreach campaign
- A list of champions
- An audience of your customers
What it costs
Lead Database contacts are included on the all-in-one, Lead Database and MarketPulse Growth and Scale plans. Without one they are $0.02 each from your Workflow Wallet.
- Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
- The lower estimate applies with the unlimited Lead Database. Included data remains subject to the applicable plan allowance and fair use.
- Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.
$1.46 typical per 100 people checked with the unlimited Lead Database, up to $22.78
$1.54 otherwise, per 100 people checked, up to $23.01
Priced for one person per company. Each extra person typically adds about $0.06 per 100 people checked, and up to $2.00 if the Lead Database supplies every contact.
Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.
Data partners
Free sources run first, then the rest in the order this workflow tries them.
Check for a job change
Datagma
Find who may have taken over
Dropleads
LeadsForge
QuickEnrich
LeadFuze
Icypeas
LeadMagic
Hunter
Find the missing work email
- LeadFuze
- QuickEnrich
Kitt AI
AI Ark
Tomba
MoltSets- Dropleads
Findymail- +6 more
Verify before anything is sent
- LeadFuze
ContactOut- Kitt AI
MillionVerifier- Dropleads
BounceBan
LimaData- LeadMagic
- +4 more