Score trial behaviour, and only put a human in front of the accounts worth a human.
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Plain-English definitions of the moving parts in this map.
An If/Else branch evaluates a set of rules about the contact at the moment the run reaches it and sends them down one of two paths, letting a single automation behave differently for different people.
Lead scoring assigns a numeric value to each contact based on their attributes and behaviour, so that sales attention can be pointed at the contacts most likely to buy rather than at the most recent ones.
Email tracking records whether a recipient opened a message or clicked a link in it — opens via a tiny embedded image, clicks via a redirect — producing the engagement data behind open rates, click rates and behaviour-triggered follow-up.
A sales script is a planned structure for a sales conversation — the questions to ask, the points to make, and where to go next depending on how the prospect answers — written down so every rep runs the same call and you can tell which version of it actually closes.
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Turn trial signups into activated, paying users with a 7-day guided sequence.
SaaSAsk why, then make the offer that answers that reason — not a blanket discount.
SaaSRecover the churn nobody chose — three retries, one text, and a dated deadline.
Or browse all 26 templates — grouped by what you sell.