Effortless engagement

Effortless engagement

that retains and grows accounts

that retains and grows accounts

Unified customer engagement. Anticipate issues, scale reporting, and personalize every interaction with Layup.

Upsell Playbook

*copy paste this into a customer’s email*

Subject: Upcoming renewal

Hi [Name],

It’s time to renew your contract. I just wanted to reach out to let you know about all the value we delivered to you this last year. [talk to the data team to pull metrics].

Upsell Playbook

*copy paste this into a customer’s email*

Subject: Upcoming renewal

Hi [Name],

It’s time to renew your contract. I just wanted to reach out to let you know about all the value we delivered to you this last year. [talk to the data team to pull metrics].

Checking in on usage

Hi Anne,
Just checking if there’s something we could do to make your usage of Layup seamless.

Playbook: QBR

📨

QBR Playbook

Get Google slides
Pull metrics from Tableau

Reach out to AE

Sync with support rep

Write email highlighting usage and roadmap

Review health score

#bigco-customer-support

Uhh... guys what’s the deal with bigco? Just got in 8 tickets about how they can’t get access -- need to get back to buyer.

Buyback rate

Buyback rate

New conversation

APP

A conversation was started by

Hi there, I’m having some trouble getting access into my account. Can you please help?

John Smith

The post-sales engagement platform for account retention and growth

Anticipate • Act • Engage • Inform • Bridge

Anticipate

Show value and resolve issues with context and depth

Avoid churn with intent and usage signals. See what is happening beneath the surface with your customers.

Contract
Signed

Renewal

BigCo lays off
10% of team

Viewed

competitor’s page

Viewed integration

docs 14 times

4 support tickets
submitted

Buyer

changed roles

5 dormant

seats detected

Account Health

At Risk

Big Customer Co.

Contract
Signed

Renewal

BigCo lays off
10% of team

Viewed

competitor’s page

Viewed integration

docs 14 times

4 support tickets
submitted

Buyer

changed roles

5 dormant

seats detected

Account Health

At Risk

Big Customer Co.

Act

Take action with the right context, at the right time

Reach out to key accounts when usage drops significantly or capture revenue faster with growing accounts. Sequence and automate your plan with AI.

Accounts

143 companies

321 users / 143 champions

Viewed Product Docs

Usage declined over 6 months

Last touchpoint 3 months ago

Reaction Sequence

Step 1

Auto

Reach out to users with tickets

Step 2

Auto

Message product champion to connect

Step 3

Review

Include context in next value review

Review (21)

Approve All

Accounts

143 companies

321 users / 143 champions

Viewed Product Docs

Usage declined over 6 months

Last touchpoint 3 months ago

Reaction Sequence

Step 1

Auto

Reach out to users with tickets

Step 2

Auto

Message product champion to connect

Step 3

Review

Include context in next value review

Review (21)

Approve All

Engage

Send authentic messages powered by your customer data

Make every customer feel like they're your biggest one. Layup prepares and launches messages with all of the context you have across every system.

Hey

Mike

,

We talked about how getting some more integrations was on the wishlist for BigCo.

Excited to share that they’re now live! Would you like to be the first to try our new connector for property management systems?

Recommended: Offer a meeting

Would love to learn more about how your team has been using our product as well. Want to connect over the next few weeks? My calendar is here!

Other variables:

Ask about how troubleshooting tickets has been

Hey

Mike

,

We talked about how getting some more integrations was on the wishlist for BigCo.

Excited to share that they’re now live! Would you like to be the first to try our new connector for property management systems?

Recommended: Offer a meeting

Would love to learn more about how your team has been using our product as well. Want to connect over the next few weeks? My calendar is here!

Other variables:

Ask about how troubleshooting tickets has been

Inform

Deliver a world-class business review with no overhead

High touch business reviews delivered with first class speed. Turn your executive, quarterly, and monthly business reviews into a joyful showcase of the value you provide.

Customer Overview & Goals

Big Co is a leading provider of HR & Payroll software.

They purchased Layup in 2018 to reduce time spent processing W-2 documents. In your last meeting with them, they highlighted

Webhook as a key feature request.

They have added 40 seats since 2023.

January Business Review

Generate Review

62,030

Documents

+40%

350

Runs Completed

+40%

983 hrs

Time Saved

+40%

Summary

Customer Overview & Goals

Big Co is a leading provider of HR & Payroll software.

They purchased Layup in 2018 to reduce time spent processing W-2 documents. In your last meeting with them, they highlighted

Webhook as a key feature request.

They have added 40 seats since 2023.

January Business Review

Generate Review

62,030

Documents

+40%

350

Runs Completed

+40%

983 hrs

Time Saved

+40%

Summary

Bridge

Get everyone on the same page for all of your acounts

No more fragmentation. Layup connects with your CRM, analytics, support tools, data warehouse and more to automatically keep your view of every customer up-to-date with the latest context.

Account Details

Ask Layup

The last QBR was on 1/4/2023. The customer was generally happy with the product and indicated that they would like to see more integrations...

Smart suggestions

When is the next event date?

Summarize this customer data

Enter your question

Account Details

Ask Layup

The last QBR was on 1/4/2023. The customer was generally happy with the product and indicated that they would like to see more integrations...

Smart suggestions

When is the next event date?

Summarize this customer data

Enter your question

Connect when it counts.