Interactive demo — simulated sample data
Sequences
Northbeam Connect · Demo
RC

Sequences

4 live plays, 1 paused · 484 accounts in flight right now

Out-of-contract upsell

Live

Entered from Out of contract in 90 days, still on a retired plan · runs 11 days end to end

Entered
178
In flight
96
Replied
47
Meetings booked
19
Opted out
3
Email — “The plan you’re on isn’t sold any more”Day 0 · 09:30 local

Written per account from their plan, current spend and contract date. Sends from the named account manager, not a no-reply address. Unsubscribe in the footer, always.

Wait 2 days
SMS — “Quick one before your renewal”Day 2Only if the email went unopened

One line, their name, a call-me-back link. Replies land in Conversations and SARA answers them herself.

Branch on what they do next
They repliedVoice
SARA calls back within 5 minutes

She confirms the renewal date, prices the like-for-like upgrade, and books the account manager into a slot from their real calendar.

exits the sequence · creates an Opportunity
Still nothingVoice
Day 5 — SARA calls, 09:30–11:30

Up to three attempts, four hours apart, voicemail only on the last one. No answer by Day 9 and the quote goes out by email instead.

Day 11 · hands over to the account manager with a summary
Exits immediately onany replymeeting bookedquote acceptedopt-outsupport ticket opened

Guardrails applied at every step:contact only 09:00–17:00 in the account’s own state · no more than one contact per 21 days across all channels · consent re-checked before each send · Do Not Call register washed nightly.