- For: Account Executives (Sales), Account Managers
- Good to multi-threading and deal acceleration
Send notification via email or Slack to the Opp owner
Example Slack notification from UserGems:
[TEMPLATE-START]
💎 UserGems: Past Evaluator > joined Open Opp account 💎
Heads up! John Smith evaluated us before at PAST COMPANY and recently joined COMPANY.
- Name: John Smith| New work email | LinkedIn URL
- Past company:
- Past title:
- Past relationship
- New company:
- New title:
- Job started date:
Important: It looks like COMPANY already has an open opp. Consider sending them the below email👇 to multi-thread and accelerate the deal.
[TEMPLATE-END]
[TEMPLATE-START]
<div class="email-header">
<h6>Subject:</h6>
<div>Remember us from PAST COMPANY?</div>
</div>
Body:
Hi {First Name},
I noticed you joined COMPANY from PAST COMPANY.
Not sure if you recall, but looks like you may have evaluated ACME back in [insert month & year] to help with [insert a problem they had].
Thought you might be interested to know I’m talking with [insert colleague's name] at COMPANY.
Curious to hear if you think ACME could be a good fit for COMPANY. Are you open to a quick chat?
[TEMPLATE-END]