shetal27

#9-lifecycle-expansion - June 04, 2025 at 08:11 PM

Hi all! Does anyone have any interesting AI use cases when it comes to lifecycle marketing? Curious how people are thinking about it or actually implementing it. We have Clay and are starting to test for outbound and inbound sequences/lead enrichment but I'm more curious how people are thinking about AI when it comes to lifecycle marketing touches

#9-lifecycle-expansion - May 27, 2025 at 07:30 PM

Hi! Yes I'm interested however, my Friday mornings are getting booked 😞

#jobs - May 09, 2025 at 05:00 PM

Hi All…Happy Friday! I’m hiring a Senior Lifecycle Marketing Manager at MaintainX. I’m looking for someone who has a strong background in lifecycle and has built programs for trial conversions, onboarding/activation, expansion, and partnering with sales on lead conversion. Ideally looking for candidates in Toronto, SF, NC, or Montreal. Feel free to pass along or reach out if you have any questions. Thanks 🙂

#general - May 02, 2025 at 09:13 PM

<@U08GYKJ6X9D> really appreciate the additional insight, and good to know. We will dig into this a bit more. And thanks for the tip on SaaSquatch, I don't believe the team has looked into that one. Thanks again 🙂

#9-lifecycle-expansion - May 02, 2025 at 09:07 PM

Hope you're doing well also! It's been a while...need a catch up 🙂

#9-lifecycle-expansion - May 01, 2025 at 06:16 PM

No problem! I'm in quite a few meetings tomorrow so I wont be able to join but if this becomes monthly please let me know!

#general - May 01, 2025 at 06:15 PM

Hi <@U08GYKJ6X9D> thanks so much for your response and insight. We are looking to purchase Ambassador, so that's good to know. Were your MQL to Close rates high due to the platform? What was the issue with the integration that you faced? Targeting NPS and G2 reviewers is next on our list so glad to hear that worked well for you. We are also looking to promote in our customer newsletter and incorporate into our nurture sequence. The biggest thing I'm trying to understand is if the platform is worth it. Our customer survey responses noted that customers preferred a referral link that the platform would provide.

#9-lifecycle-expansion - April 29, 2025 at 05:12 PM

I'm interested! 🙂

#general - April 23, 2025 at 10:11 PM

Hi all! 👋 - I’m looking for advice on referral programs.

My team recently launched a referral initiative aimed at incentivizing existing customers to refer new clients. So far, we’ve targeted different user cohorts via email and in-app messaging, directing them to a landing page where they can nominate a referral through a form.

We’re now entering V2 of the program and focusing on improving conversion rates by testing new audience segments. We're also surveying customers to better understand what types of incentives resonate most and how they prefer to make referrals.

Looking ahead, we’re exploring tools that could help us scale—ideally something that works well both in-app and on our website, and can generate easy-to-share referral links.

I'd love to hear from anyone who’s run a successful referral program—what’s worked for you? Any platforms or tactics you’d recommend? And has anyone found success generating referral links without using a dedicated tool? Appreciate any ideas, and happy to connect live if that’s easier. Thanks so much!

#9-lifecycle-expansion - March 04, 2025 at 08:56 PM

We have used it to schedule meetings or accelerate deals, which typically come from AMs or SDRs. Our team will provide them with a monthly budget they can deploy toward the ABM list we have. We've also used it to send gifts to strategic accounts "surprise and delight"—for example, it was National Random Act of Kindness on 2/17, and we sent about 14 accounts a $50 GC to donate to a charity of choice. As I mentioned in my other thread, we've also gifted $25 during our lunch and learn demos for anyone who attended. We also used to do a coffee chat roundtable series for execs and would send a coffee bundle for anyone who registered, etc. Currently trying to make this more automated but it's highly dependent on the use case.

#9-lifecycle-expansion - March 04, 2025 at 06:06 PM

Hi Rachel! Long time no chat, hope you're well 🙂 Listing out the program tactics below.
• For targeting, we target customers who are using our Engage solution, and we want to upsell our Performance solution. We have criteria (i.e., adoption, health, being a customer for more than 4 months, etc). A mix of admins of the product and decision-makers.
• 15 min of the presentation is using our own People Science research about Perf Mgmt and how it impacts the business bottom line, retaining high performers, etc.
• We also tie back on how Engage & Perf work hand in hand to drive impact.
• Then, 15 min is a demo of the platform run by a solutions consultant.
• We used to call these lunch and learns and send anyone who attended a $25 gift card for Uber Eats/Door Dash, but now that we have rebranded to "grow with us," we will gift a little plant and journal to a select group of strategic accounts.
• Also, we promote this via email and during our product update webinars to drive registrations.
Happy to answer any more questions of hop on a call to brainstorm 🙂

#9-lifecycle-expansion - March 04, 2025 at 05:52 PM

Hi Clay. Echoing a lot of what Rachel just mentioned. We are doing a "grow with us" series of emails, product update webinars, and 30-minute product demos (15 minutes of research/data-based content and 15 min of product demo). The goal is to encourage customers to "grow with us" through educational content and eventually influence adding products. We also incorporated gifting for strategic ENT accounts from our ABM list. Like Rachel, the product update and demo webinars perform best and drive expansion pipeline.

#general - February 28, 2025 at 09:15 PM

Oh, I got it. Hmm, the visual I was thinking about doesn't make sense in this context, but I love the idea of using something like this for a pitch deck. I've seen similar value props listed with icons but not so much a lifecycle framework.

#general - February 28, 2025 at 08:38 PM

Hi @Sarah Lang are you referring to a service model? I've seen this illustrated as a journey wheel with spokes on what's offered at each stage. I'll try to find the visual.