At-risk accounts excluded from marketing upsell campaigns
One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.
Professional
Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.
OutcomeAn account flagged as churn risk is added to a suppression list automatically and removed again once the risk clears, so upsell and expansion campaigns stop reaching customers a CSM is actively trying to save.
Workflow maprenewal-expansion-025
When to use it, when not to
Use it
- Use it wherever a
Churn Risk Flagalready exists (see renewal-expansion-004, renewal-expansion-013, renewal-expansion-015, renewal-expansion-023) and marketing upsell sends currently do not check it at all. - Use it as a suppression layer, not a campaign itself; the actual upsell or cross-sell nurture is a separate marketing asset that should reference this list as an exclusion.
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Skip it
- Do not use it to suppress all marketing to at-risk accounts. Support content, check-in emails, or retention messaging may still be appropriate; this fiche only removes them from upsell and expansion sends specifically.
- Do not use it if
Churn Risk Flagis not reliably maintained. A list that never updates because the source flag is stale gives false confidence that suppression is working.
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