Playbooks
Welcome new subscribers
When someone subscribers, thank them.
Nurture new subscribers into deals
Send Pipedrive leads useful content and build a relationship so that you stay top of mind.
Onboard new customers
When someone becomes a customer, help onboard them to your product by delivering targeted content.
Retain and grow existing customers with highly personalized messages
Send the right message to the right Pipedrive customers at the right time.
Request reviews from Stripe customers
If customers are engaged, 30 days after they become a customer, ask them to review your product on a review site like G2Crowd to build a positive reputation.
Thank new customers
When someone becomes a paying subscriber, thank them and remind them of the value of their plan.
Onboard new trials
When Stripe customers start a trial, help onboard them to the product so they're more likely to buy.
Convert trials to subscriptions
When Stripe customers start a trial, offer them help getting setup to convert them into a paying subscriber. Trial notifications help create a sense of urgency and get you useful feedback when they don't buy.
Post trial nurture
If customers don't subscribe during their trial - don't give up! The customer may not be ready yet! Send the customer useful email marketing content and build a relationship so you stay top of mind.