PLAYBOOK #1

Previous customers recently started their new role

Recommended for:

  • UserGems leads are your previous customers (buyers, users)
  • Their current company matches your Ideal Customer Profile
  • Their current title matches your target Persona
Create a trigger to automatically upload UserGems leads into an email campaign (Marketo, Outreach, Salesloft, etc.)

Step 1 - Email sent from a department head (using Marketo, Hubspot)

Step 2 - Direct Mails/Gifting as part of a sales sequence (Outreach, Salesloft)

Manual or automated step with solutions (e.g. Sendoso, Alyce, Postal.io) integrated with your Salesforce that alerts reps when the gift is received.

Gift ideas: charity donation of their choice, books, coffee/tea gift cards, meal delivery, light ring for video conference, etc.

Step 3 - Email - triggered when gift is received

Step 4 - Reply Email - to preserve the original subject line

Step 5 - Email - new thread

Step 6 - Email - new thread

Step 7 - Nurture (Optional)

If the person downloads the content from a previous email but doesn't reply, you can transfer them to other marketing nurture program that provides helpful content until they're ready to re-engage.

Create a trigger to automatically upload UserGems leads into an email campaign (Marketo, Outreach, Salesloft, etc.)