Introduction
After a sale closes, the real work is just beginning.
Customers need support, upsell opportunities pop up, and churn can sneak in if you’re not careful.
That’s where post‑deal automation steps in.
It lets you keep the conversation alive, spot upsell chances, and catch warning signs before a customer walks away.
In this guide we’ll walk through the building blocks of a post‑deal automation system, how to keep it safe, and how to measure its impact.
No fancy jargon, just clear steps you can start using next week.
