Playbook HQ / Team invites or workspace sharing

When users start inviting teammates or sharing workspaces, it’s a clear indicator of internal interest and cross-team adoption.

This signal highlights potential champions within an account. Acting on it helps expand your reach and build momentum across multiple stakeholders.

• A user invites teammates; follow up with a message acknowledging the adoption and offering guidance for team rollout.
  
• Share resources or best practices to help the broader team succeed.
• Trigger automated multi-channel outreach to expand influence within the account.

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