Client Loop
Keep every client in a recurring revenue, retention, and expansion loop after the sale.
Client lifecycle card
CYTO Benefits Group
HR workforce audit loopAsk HR manager about terminations, new hires, payroll deduction status, and individual-pay conversions.
Check adoption, missed enrollment opportunities, and employee education needs.
Confirm workforce size, new groups, decision makers, and cross-sell fit.
Remove ineligible payroll deductions, convert leavers, and schedule next-year review.
Recurring playbooks
Industry-specific loops prevent silent revenue leaks after close.
Confirm new hires, terminated employees, payroll deduction eligibility, individual-pay conversions, and new decision makers.
Next touch: July 8Reconnect before pool season, sell opening packages, schedule maintenance, then close the season with winterization and next-year booking.
Next touch: March 15Review results, ask what changed, identify new stakeholders, request referrals, and propose the next scope.
Next touch: 28 daysWatch usage drops, champion changes, seat growth, renewal dates, support signals, and expansion fit.
Next touch: weekly scanPost-sale queue
What needs attention now?
HR contact left. Find new contact and verify payroll deduction roster.
New location mentioned in email. Ask whether workforce benefits should expand.
Opening package should be sent before summer rush.
Loop builder