- Account is over 1 year old, generally in Average or Good Health and has not indicated that they want to cancel.
- Determine an outreach cadence for the account. Does the account require outreach, multiple times per month, once a month, once a quarter, twice a year, etc? The bare minimum should be 1 personalized email per quarter.
- Ensure there is a scheduled task (in your CRM tool) on each account.
- Monitor account usage over time
- Once auditing an account, either schedule time to speak with them, send them valuable tips and tricks, and engage when necessary.
- Schedule follow up task in your CRM to engage at next required interval (unique to each account, depending upon their agreed upon level of value (the segmentation will differ depending upon your product/service, industry/company.