Recommended for:
- When your account is mid-size to enterprise, which means deals typically involve multiple stakholders and executives.
- Regardless if the CxO responds or not, this approach builds credibility, keeps you top of mind & reduces friction for your champion.
1 - Email (manual) - Day 1
Hi {first name},
Just had a great chat with your colleague, Jane Smith. We talked about [problem your persona faces].
Most executives I talk to aren't involved with every step of an evaluation but want to be kept in the loop. Attached is a short overview to bring you up to speed.
No reply needed here -- just keeping you in the loop :)
Just had a great chat with your colleague, Jane Smith. We talked about [problem your persona faces].
Most executives I talk to aren't involved with every step of an evaluation but want to be kept in the loop. Attached is a short overview to bring you up to speed.
No reply needed here -- just keeping you in the loop :)
2- LinkedIn connection request / InMail - Day 1
Just had a great chat with your colleague, Jane Smith. Shot you an email to bring you up to speed. Let me know if you have questions. Or prefer not to get updates. Happy to just connect.
Create a generic cadence task/calendar reminder to send updates. After meetings, create a brief recap for executives, with a reminder of how this impacts them.
3 - Manual email updates after every meeting (on-going)
Hi {first name},
Met with your team today about [your problem] and [specific impact].
We will present [deeper dive, pilot rollout, etc.] and quantify the impact to [pipeline growth or protecting revenue] on 12/8
Let me know if you'd like an invite for 12/8.
Cheers,
Met with your team today about [your problem] and [specific impact].
We will present [deeper dive, pilot rollout, etc.] and quantify the impact to [pipeline growth or protecting revenue] on 12/8
Let me know if you'd like an invite for 12/8.
Cheers,
Whether they attend or not, this builds credibility, keeps you top of mind & reduces friction for your champion. When the team starts talking to their CXO, the CXO already knows: (1) Progress of the Evaluation, (2) Problem To Be Solved, (3) Quantified Impact
Credits: Krysten Connor, Blaise Bevillacqua, Derek Wang at UserGems