Playbook HQ / Multithreading from freemium signups

What is this signal?

When someone signs up for a freemium or trial plan, use it as a trigger to engage other decision-makers at the same company.

Exclude the original contact and reach out to those who may influence the purchase.

Why it matters

Early engagement across multiple stakeholders builds account-level momentum and positions your team as a trusted partner.

How to act on this signal

  • A Marketing Manager signs up; reach out to their VP or Director to highlight the benefits for their team.
  • Introduce your solution’s value at a broader account level.
  • Trigger a personalized multi-channel sequence targeting key influencers.

Setup guide

See how Duo Copilot uses Multithreading Signals from your CRM to trigger personalized outreach automatically.

See how you can set up this signal in Duo