Posts In Category "Revenue: Renewal"

SOP: Handling Requests to Add Additional Seats to an ImagingCampus Subscription

  Aug 5th, 2025   -     Adding Seats, Customer Success Management, ImagingCampus, Revenue: Renewal   -  

SOP: Handling Requests to Add Additional Seats to an ImagingCampus Subscription SOP ID: IC-SOP-004 Last Updated: August 5, 2025 Applies To: CSAs, CSMs Systems: HubSpot, WordPress (AltusLearn), Email Purpose To define the step-by-step process for reviewing and fulfilling client requests to add participants (seats) to an existing ImagingCampus subscription. This SOP ensures actions align with […] Read More →

Example: Client Support Case – Midwest Surgical Hospital (Adding Seats, Renewal)

     -     Adding Seats, Customer Success Management, ImagingCampus, Revenue: Renewal   -  

Client Support Case: Midwest Surgical Hospital / AltusCampus Request Add a new participant (Michell White) to ImagingCampus subscription. CSA Action Steps Step 1: Verify Requester Identity & Contact Info Search Tami Kshywonis <TKshywonis@mwsurgical.com> in HubSpot. Confirm: First/Last Name Associated Email(s) Job Title (update if missing) Contact Professional Role Check right panel for: Associated Company: Midwest […] Read More →

Renewal: ImagingCampus Product (Customer Success)

  Jul 15th, 2025   -     AltusCampus, Customer Success Management, ImagingCampus, Revenue: Renewal   -  

SaaS (ImagingCampus & LMS) Renewal Process Pipeline Owner: AltusCampus Primary Drivers: Customer Success Associate (CSA), Customer Success Manager (CSM) Platform: HubSpot Stage 1: Multi-Year Deal Use: Long-term prepaid SaaS accounts Action: No immediate CSA task unless initiated Stage 2: Recently Renewed Trigger: Closed-Won deal or imported from New Business pipeline Immediate CSA Task: Complete renewal […] Read More →