This workflow adds contacts to an email sequence to ask how the work you've delivered is progressing. Naturally, you can ask if they need any help.
You must send the contract from a tool like PandaDoc so that you can track interactions. Alternatively, you could use the deal status in Pipedrive (i.e. "Won").
Once every 6 months, you have to call a list of 'old clients' to try to get extra revenue.
You get 2-6 'extra' deals per year from former clients.
Get inspired by other workflows that we've built. We can swap out tools if you don't use them and replace them with your tool stack.