Executive outreach package

Competitive displacement campaign

Run the "Competitive displacement campaign" play for a customer account

Best for buyer at prospect

Dormant account reactivation

Reopen a lapsed account by showing honestly what changed since they left — and one easy way back in

Best for Past buyer at a lapsed account

Lost opportunity revival

Run the "Lost opportunity revival" play for a customer account

Best for past prospect

Mutual action plan

Put the path to a decision in one shared view — milestones, owners, dependencies, and the date each side agreed to

Best for Buying committee and deal champion

Storyboard preview~60s

Personalized product demo

Show a named account the smallest product workflow that addresses a verified company need — no generic tour

Best for Buyer at a named account

Product demo follow-up

Turn a completed demo into a decision aid — replay what mattered, answer what was open, and confirm the next step

Best for Demo attendee and buying committee

ROI presentation

Walk the return on the investment — measured where possible, assumed honestly where not, with the math shown

Best for CFO / executive sponsor

Sales objection response

Resolve one buyer concern with evidence — acknowledge it, show the tradeoff, and make the next validation step easy

Best for Buyer with an open concern

Trigger event campaign

Reach a buyer inside the window a public trigger opens — funding, a new leader, an expansion — while the change is still on their desk

Best for Buyer at a company with a fresh public trigger

Customer onboarding

Show a new customer their first win, the owners, and the milestones that get them there.

Best for Customer success teams starting a new account

Renewal campaign

Reconnect the renewal decision to the customer’s original goal, demonstrated value, and next milestone.

Best for Renewals that need a clear value narrative

Quarterly business review

Turn account progress, gaps, and the next milestone into a review an executive can understand quickly.

Best for Customer success and executive sponsors

4 scenes45–120s3 formats

Expansion recommendation

Use an existing customer win to show where the same mechanism can create the next measurable result.

Best for Expansion into a new team, workflow, or segment

4 scenes45–120s3 formats

Customer case study

Tell a sourced before-and-after story that lets the next buyer judge whether the result transfers.

Best for Product marketing and sales enablement

Event follow-up video

Keep an event or demo warm with the useful moment, its relevance, and one dated next step.

Best for Webinars, conferences, and product demos

Customer value report

Show what changed, what it was worth, what remains open, and the next outcome worth pursuing.

Best for Executive sponsors, renewals, and expansion

Email-security outreach

Turn a demonstrable security gap into a first conversation with a new prospect

Best for IT / security owner at the prospect company

4 scenes45–120s3 formats

Installed-base refresh & renewals

Recover the renewals and refresh revenue leaking from accounts the partner already owns

Best for VP Sales at a vendor partner (VAR/integrator)

Account setup guide

Get a new administrator through the minimum correct setup — access, defaults, integration, and a verified first test

Best for New account administrator

Administrator onboarding

Teach the customer administrator how to run the product safely — users, permissions, governance, and the weekly operating rhythm

Best for Customer administrator

Branch modernization (Financial Services)

Show a bank or credit union which branches run on aging infrastructure — and a modernization path that keeps branches open and exams clean

Best for Head of retail banking / IT at a bank or credit union

Campus modernization (Education)

Show a K-12 district what aging campus infrastructure costs classrooms — and a refresh plan that fits E-Rate windows and summer breaks

Best for Superintendent / technology director at a K-12 district

Cloud migration assessment

Show exactly what moves, what stays, and what it costs — a migration picture drawn from their real estate, not slideware

Best for CIO / infrastructure owner

Customer advocacy invitation

Ask a happy customer to lend their name — a referral, a reference, a story — by showing exactly what they would be signing up for

Best for Champion at a successful account

Customer health review

Make account health understandable and actionable — what is strong, what is slipping, and the next intervention each side owns

Best for Customer administrator and success owner

Customer kickoff welcome

Welcome a signed customer into the work — confirm the outcome, introduce the owners, and make the kickoff productive before it starts

Best for New customer project team

Customer success plan update

Keep a shared success plan alive — progress against outcomes, changed priorities, and the next milestone both teams own

Best for Customer team and executive sponsor

End-of-life notification

Run the "End-of-life notification" play for a customer account

Best for IT director

End-user onboarding

Help a new user complete the one everyday workflow they need first — with context, guardrails, and a clear success state

Best for New end user

Feature adoption campaign

Move an existing customer into one underused feature by showing the missed value, the workflow, and a low-risk first use

Best for Customer users and administrator

Feature launch

Launch one new feature by connecting what changed to the user outcome it unlocks — then show the path to use it

Best for Customers and qualified prospects affected by the feature

First-value guide

Move a new customer from setup to one measurable result — the shortest path that proves the product is working

Best for New customer team

Guest experience (Hospitality)

Show a hotel group how aging property infrastructure reaches the guest — dead Wi-Fi zones, slow check-in, keys that fail — and a refresh path that never closes a floor

Best for IT / operations leader at a hotel or resort group

Hardware refresh recommendation

Run the "Hardware refresh recommendation" play for a customer account

Best for IT director

Storyboard preview~60s

Help center video answer

Answer one common user question in under two minutes — direct answer first, then the exact product path and one useful caveat

Best for User asking a common product question

How-to tutorial

Teach one product task from start to verified finish — no tour, no skipped steps, and no hidden prerequisite

Best for User completing a specific task

Installed-base assessment

Map everything the account runs — vendor, model, count, support date — into one estate view that prices the refresh opportunity

Best for IT director at the account

Integration spotlight

Show how two products work together to remove a handoff — the trigger, the data movement, and the result

Best for Users evaluating or configuring an integration

Internal SOP training

Make one standard operating procedure easy to follow and audit — trigger, owner, steps, exception path, and proof of completion

Best for Employee following a standard process

7 scenes45–120s3 formats

License optimization

Read the license estate line by line and hand the CFO the overspend — unused seats, duplicate tools, tiers nobody uses

Best for CFO / IT owner of the software spend

Medical device modernization (Healthcare)

Show a health system which connected devices are aging out — and a refresh path that protects clinical uptime and compliance

Best for Clinical engineering / IT director at a hospital or health system

OT security (Manufacturing)

Show a manufacturer where the plant floor is exposed — flat networks, aging line controllers, remote access nobody owns — and a fix order that never stops production

Best for Plant operations / OT security owner at a manufacturer

Product comparison

Help a buyer compare solution approaches honestly — tradeoffs, fit, and the decision criteria that should drive the choice

Best for Buyer comparing solution approaches

Product overview

Give a new buyer the shortest complete explanation of the product — the problem, the workflow, the proof, and the next step

Best for New buyer evaluating a B2B SaaS product

Release notes update

Turn a release into a useful customer update — what changed, who benefits, and exactly where to start

Best for Active users and customer administrators

Renewal risk recovery

Address a renewal risk before procurement takes over — name the gap, show the recovery plan, and agree how success will be measured

Best for Economic buyer and customer champion

SD-WAN recommendation

Put the WAN decision on one screen — three honest paths priced side by side, and the one we would pick for their sites

Best for Network lead at the account

Security assessment

Turn a full security assessment into a briefing the owner can act on — findings ranked, fixes ordered, proof at the end

Best for Security owner at the assessed company

SmartNet renewal

Run the "SmartNet renewal" play for a customer account

Best for IT director

Store connectivity (Retail)

Show a retailer which stores run on aging network gear — and what an outage costs when the registers stop — with a refresh sequenced store by store

Best for IT / store operations leader at a retail chain

Support-to-adoption follow-up

Turn a resolved support case into lasting product confidence — what happened, the fix, and the better workflow to use next time

Best for Customer user after a support case

Troubleshooting guide

Help a user diagnose and fix one known issue safely — symptom, checks, resolution, and escalation threshold

Best for User resolving a known issue

Warranty renewal

Catch a warranty before it quietly lapses — show what is covered, what stops being covered, and what the gap costs

Best for IT or procurement owner at the account

Webinar recap

Compress a webinar into the ideas worth keeping — the central insight, practical examples, and the next action for the audience

Best for Webinar registrant or attendee