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List of commercial pipeline sources

Name Pipeline Description

Proactive outreach

Expansion/Retention Customer success or advisors initiate a reach out to the customer outside related campaigns 

Email

Expansion/Retention Customer reaches out via email

Support Chat

Expansion/Retention Customer reaches out via chat

Customer Call

Expansion/Retention Customer reaches out via voice call

Campaign

Expansion/Retention Triggered by a related marketing campaign and/or customer experience project 

Exhibition

Expansion Opportunity identified from customer engagement in an exhibition

Renewal

Expansion/Retention Triggered by (annual) contract renewal discussions

Referral

Expansion Opportunities stemming from customer referrals

Upsell collapse

Retention A retention discussion that came from an upsell engagement

Churn conversion

Expansion An upsell engagement that came form a churn mitigation

Win back

Expansion Applicable for customers who have churned within 90 days

PLG

Expansion Applicable for customers who shift from free to paid