PLAYBOOK #5

AE to prevent deal risk when someone leaves

Recommended for:

  • UserGems leads were prospects in an open or lost opportunity
  • To accelerate deal if the contact that left was a blocker
  • To prevent a deal risk if that contact was a champion.

Step 1 - Email the UserGems leads (if they were a champion)

Step 2 - Email to his/her peers within the account