Customer success managers capture referrals when deals land
Customer success managers capture referrals when deals land
Customer success managers miss referrals when options mark Landed, risking post-sale acquisition. Email and SMS invites go out after status change, so referrals are captured and follow-ups begin.
Overview
Customer success managers routinely lose referral momentum when post-sale statuses go unacted, which can slow acquisition. This workflow sends an email and SMS referral invite immediately after an option is marked Landed, turning closed deals into predictable referral opportunities with fewer missed follow-ups.
Notable Features
- Trigger on option status change
- Send email and SMS invites
- Log invite activity in CRM