Sequence: Congratulate your previous customers for 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
They recently started this role (less than 3 months ago)

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)

From: {an executive's inbox}
‍
Subject: Your experience with ACME at {Previous Company}

Hi Anna,

I heard from {previous.company.CSM} that you just started a new role at {current.company}. Congratulations!

We will miss you at {previous.company} but we're excited about your next chapter and hope that ACME can continue helping you achieve your goals in this new role.

Congrats again!
‍
P.S: You might hear from our team in the future hoping to partner again but if there's anything I can assist please don't hesitate to reach out to me directly.

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

Subject: Your experience with ACME at {Previous Company} (P.S Congrats on your new gig!)

Hi Anna,

Congrats on the new gig! Hope you're settling in nicely.

As a previous (hopefully happy) customer and user of ACME while at {previous.company}, do you think there's a potential fit again at {current.company}?

P.S: Hope {the gift} helps you crank in your first 100 days :)

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

Penny for your thoughts? Any feedback would be very kind and much appreciated! Hope you're settling in nicely!

Step 5 - Email - new thread

Hey Anna,

While you're navigating the new office politics, and identifying friend from foe, here's some [insert helpful info] to ponder. Let us know if we can potentially join forces once more.

Step 6 - Email - new thread

Hey Anna,

Trust you're busy getting the lay of the land. As you take on your first 100 days as {current.job.title}, we'd love to help you again as we did at {previous.company}.

Here's a recent ROI/business case as you have a think [insert relevant customer story or content]

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.

Multi-thread other contacts within the account referencing the UserGems lead(s)

Email template to multi-thread

Subject: {UserGems.lead.full.name} & ACME

Hi Sandra,

I noticed that Anna Kim recently joined {account}. She was a user of ACME while at her previous company, {previous.company}. I've sent her a note as well, but it could be interesting for you to chat with her about her experience to see if ACME could also be interesting for {account}.
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Any feedback is very kind, thank you!

Playbook 1: Previous customers recently started their new role

Available Playbooks:

Useful Content

Products

Use Cases By Role

Resources

Company