Discover Recipes

It’s okay to steal these. We’ve added these here just for you to take. Use them as is or customize them for yourself.

Back from the Dead
Prospects

Back from the Dead

Some leads seem like they fall off the face of the earth. But some come back, without you ever realizing it. Well, from now on, you'll know when a lead is ready to engage again.

Last Engagement Date
last # of days
7
and
Last Contacted Date
is greater than
100 days ago
and
and
and
It's Been a While
Customer Success

It's Been a While

Use this Recipe to know who you haven’t spoken to in awhile.  Keep your friends close, but your leads closest!

Email & Video Replies
is greater than
0
and
Last Heard From
is greater than
60 days ago
and
Pipeline Stage
is not
Demo Booked
and
and
Might Churn
Customer Success

Might Churn

Which clients haven't engaged with your collateral or messaging, uh oh, it might be time to check in personally.  Get the heads up to check in to keep them as happy customers.

Stage
is
Won
and
Last Engaged
is greater than
90 days ago
and
Last Contacted Date
is greater than
100 days ago
and
and
Most Engaged Clients
Customer Success

Most Engaged Clients

Who are your champions and power users? Look no further than the overall engagement. Now you know where to get your testimonials and case studies.

7 Day Engagement
is greater than
2
and
Email Link Clicks
is greater than
0
and
Last Engagement Date
last # of hours
8
and
and
The Glengarry Leads
Leads

The Glengarry Leads

We all think we know who the hottest leads are. You know, the leads everyone wants, the Glengarry Leads. But never guess again, you can find your hottest most engaged leads right within your Recipes.

7 Day Engagement
is greater than
2
and
Email Link Clicks
is greater than
0
and
Email Requests
equals
0
and
Last Engagement Date
last # of hours
8
and
Unsubscribed
is
No
Never Contacted
Leads

Never Contacted

Which leads have fallen through the cracks? Did anyone on my team reach out? Use this Recipe to know leads that have never been reached out to, and put in a new campaign to warm them up.

Emails & Videos Sent
equals
0
and
Total Phone Calls
equals
0
and
and
and
It's Been a While
Customer Success

It's Been a While

Use this Recipe to know who you haven’t spoken to in awhile.  Keep your friends close, but your leads closest!

Email & Video Replies
is greater than
0
and
Last Heard From
is greater than
60 days ago
and
Pipeline Stage
is not
Demo Booked
and
and
Might Churn
Customer Success

Might Churn

Which clients haven't engaged with your collateral or messaging, uh oh, it might be time to check in personally.  Get the heads up to check in to keep them as happy customers.

Stage
is
Won
and
Last Engaged
is greater than
90 days ago
and
Last Contacted Date
is greater than
100 days ago
and
and
Most Engaged Clients
Customer Success

Most Engaged Clients

Who are your champions and power users? Look no further than the overall engagement. Now you know where to get your testimonials and case studies.

7 Day Engagement
is greater than
2
and
Email Link Clicks
is greater than
0
and
Last Engagement Date
last # of hours
8
and
and
Never Contacted
Leads

Never Contacted

Which leads have fallen through the cracks? Did anyone on my team reach out? Use this Recipe to know leads that have never been reached out to, and put in a new campaign to warm them up.

Emails & Videos Sent
equals
0
and
Total Phone Calls
equals
0
and
and
and
The Glengarry Leads
Leads

The Glengarry Leads

We all think we know who the hottest leads are. You know, the leads everyone wants, the Glengarry Leads. But never guess again, you can find your hottest most engaged leads right within your Recipes.

7 Day Engagement
is greater than
2
and
Email Link Clicks
is greater than
0
and
Email Requests
equals
0
and
Last Engagement Date
last # of hours
8
and
Unsubscribed
is
No
Back from the Dead
Prospects

Back from the Dead

Some leads seem like they fall off the face of the earth. But some come back, without you ever realizing it. Well, from now on, you'll know when a lead is ready to engage again.

Last Engagement Date
last # of days
7
and
Last Contacted Date
is greater than
100 days ago
and
and
and

Start engaging with your users and clients today

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