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Recotap for Improving Retention

Stop Churn Before They Leave

Recotap syncs renewal dates, health scores, and usage data to flag CS teams for intervention
with value-led messaging before renewals are at risk.

LinkedIn Marketing Partner | Rated 4.9/5 on G2

Join leading brands transforming their LinkedIn ABM campaigns.

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Identify & Intervene with At-Risk Accounts, Early

Customers disengage weeks before renewal conversations. By the time CS discovers risk, competitor research is done and
decisions are already made

Flag At-Risk Accounts Before CS Knows

Share tools quickly and confidently in minutes

Flag At-Risk Accounts Before CS Knows

Disjointed_Data_Sources Sync renewal dates, health scores, and product usage from CRM and CS tools to create unified account risk profiles
Disjointed_Data_Sources AI monitors declining engagement patterns and competitor research signals to identify at-risk accounts weeks before renewal
Disjointed_Data_Sources Score accounts by churn risk and renewal readiness giving CS teams early visibility into which customers need immediate attention

Intervene with Value-Led Messaging Automatically

Connect every part of your entire business

Intervene with Value-Led Messaging Automatically

Disjointed_Data_Sources Use personalized LinkedIn ads and 1-1 landing pages to showcase success stories as a reminder to value-generated for customers
Disjointed_Data_Sources Journey-aware campaigns adapt messaging based on risk level to retain disengaged accounts or expand with healthy ones
Disjointed_Data_Sources Automated alerts to CS teams when at-risk accounts engage, with full context of which value messaging resonated or got consumed

Turn At-Risk Accounts Into Renewals

Connect every part of your entire business

Turn At-Risk Accounts Into Renewals

Disjointed_Data_Sources Multi-channel orchestration helps coordinate LinkedIn campaigns with CS outreach ensuring consistent value reinforcement across touchpoints throughout renewal windows
Disjointed_Data_Sources Impression capping prevents message fatigue while Smart ABM prioritizes budget to accounts showing strongest churn signals or competitor interest
Disjointed_Data_Sources Track retention impact and renewal rates connecting early intervention campaigns to saved accounts and revenue retained for CS ROI proof
FAQ

Frequently asked questions!

  • How does Recotap proactively identify accounts at risk of churning?

    Recotap identifies churn risk early by unifying critical data streams. It syncs renewal dates, health scores, and product usage directly from your CRM and CS tools. The platform's AI continuously monitors these data points, flagging potential churn risks by spotting declining engagement patterns or competitor research signals weeks before renewal is due, so that CS teams gain visibility into which customers need immediate attention.

  • What specific actions does Recotap enable to intervene with at-risk accounts?

    Once an account is flagged as at-risk by our AI, Recotap enables CS teams to intervene with timely, value-led messaging. This intervention uses personalized LinkedIn ads and 1-1 landing pages to automatically reinforce the value, ROI, and usage successes the customer has already achieved. The messaging adapts based on the account's risk level to either retain disengaged accounts or position healthy accounts for growth. Our multi-channel orchestration coordinates LinkedIn campaigns with CS outreach for consistent value reinforcement throughout renewal windows.

  • How does Recotap support upsell and cross-sell opportunities for existing customers?

    Recotap helps turn retention into a growth engine by spotting expansion opportunities early. The AI tracks module-level usage depth, feature adoption, and third-party research patterns such as Bombora or G2 category research to identify customers showing genuine expansion intent. When this intent is detected, the AI triggers expansion-focused ads and personalized 1-1 landing pages, so that sales and CS teams have the perfect, timely window to initiate conversations about upgrades. Know more about cross and upsell here

  • How do I avoid wasting budget on attendees who never convert?

    Recotap's engagement scoring identifies which attendees showed genuine buying intent versus passive participation. Impression capping and journey-stage targeting focus post-event budget on highly engaged attendees while reducing spend on low-intent participants, so that nurture dollars concentrate on opportunities most likely to convert into pipeline

  • Does running renewal and expansion campaigns require dedicated design or development teams?

    No. Recotap automates the creation and execution of personalized campaigns. The system uses a drag-and-drop builder and approved templates to auto-generate personalized ads and 1-1 landing pages. This eliminates design bottlenecks and developer dependencies, so that CS teams can run renewal and expansion campaigns quickly without relying on additional creative or development resources.

  • Which data sources does Recotap integrate to power its retention and expansion intelligence?

    No. Recotap automates the entire post-event nurture from data capture through campaign triggering and multi-channel sequencing. Once you configure event workflows and content templates, AI handles attendee segmentation, campaign timing, and personalization automatically, so that your team focuses on event execution rather than post-event campaign management.

  • How does Recotap ensure efficiency and budget management during retention campaigns?

    Recotap improves budget efficiency through Impression Capping. This AI-driven feature controls ad frequency and spend at the account level, preventing message fatigue among customers while prioritizing budget to accounts showing the strongest churn signals or competitor interest, so that every impression works hard toward retention or growth.

  • Can Recotap prove the value and ROI of proactive retention efforts to leadership?

    Yes. Recotap tracks retention impact and renewal rates by connecting early intervention campaigns directly to saved accounts and revenue retained. By unifying ad performance, engagement, and CRM activity, Recotap enables teams to prove Customer Success ROI by measuring how these campaigns influence pipeline and closed revenue, so that leadership sees clear attribution between retention marketing and protected revenue.

  • How early can Recotap detect churn risk compared to traditional CS approaches?

    Traditional CS approaches discover churn risk during renewal calls when decisions are already made. Recotap detects declining engagement patterns, competitor research, and disengagement signals 8-12 weeks before renewal dates. This early detection window comes from monitoring Bombora intent data showing competitor topic research, declining product usage patterns from CRM data, and reduced engagement with marketing and key account manager touchpoints, so that CS teams intervene while there's still time to demonstrate value and change outcomes.

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