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