PLAYBOOK #6
AE to accelerate deal when a previous customer joins the account
Recommended for:
- If the UserGems lead is the new decision maker or champion, the sooner you reach out as they're still evaluating their new team and tech, the more likely you will get a favorable response.
- If the UserGems lead is at peer-level or more junior than your current point of contact, reach out to build an internal champion
Step 1 - Email
Subject:
Welcome to {account}, {first.name}!
BODY:
Hi Sam,
Congrats on joining {account}! {account} is currently evaluating us (liasing with Sally and Bob) to see if there's a fit. As a (hopefully) happy ACME customer when you were at {previous.company}, can you share some feedback to them?
I've included the rundown below to jog your memory about ACME.
Let me know if there's anything I can assist and best of luck on your new role!
Congrats on joining {account}! {account} is currently evaluating us (liasing with Sally and Bob) to see if there's a fit. As a (hopefully) happy ACME customer when you were at {previous.company}, can you share some feedback to them?
I've included the rundown below to jog your memory about ACME.
Let me know if there's anything I can assist and best of luck on your new role!
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