Client Check-In & Upsell Trigger System
A done-for-you marketing agency automation built for the Account Manager, connecting Slack, Airtable, and HubSpot so the work below happens on its own.
What this automation does, step by step
Every client account is automatically scored monthly based on usage, results, and engagement, and accounts that meet the "ready for upsell" criteria trigger a task for the account manager to reach out with a specific service expansion proposal.
Clients who score low on the health index receive a proactive check-in call prompt before they reach the point of canceling.
The account manager's week begins with a prioritized list of exactly which clients need attention and why, not a gut feeling about who to call.
- CRM (e.g., HubSpot)
- Zapier or Make.com
- Google Sheets or Airtable (client health scoring)
- Slack (daily prioritized account digest)
- OpenAI API (personalized outreach draft)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, an account manager manually pieces together information from different places, then has to relay it to everyone who needs it. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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