Recommended for
  • For: Account Executives (Sales)
  • Good for multi-threading and deal acceleration

Send notification via email or Slack to the Opp owner

Example Slack notification from UserGems:

[TEMPLATE-START]

💎 UserGems: Past Champion > joined Open Opp account 💎

Heads up! John Smith is a past champion from PAST COMPANY that recently joined COMPANY.

  • Name: John Smith| New work email | LinkedIn URL
  • Past company:
  • Past title:
  • Past relationship
  • New company:
  • New title:
  • Job started date:

Important: It looks like COMPANY is your open opp. Consider sending them the below email 👇 to multi-thread and accelerate the deal.

[TEMPLATE-END]

[TEMPLATE-START]

<div class="email-header">
<h6>Subject:</h6>
<div>Your experience with ACME at PAST COMPANY</div>
</div>

Body:

Hi {First Name},

I saw that you joined COMPANY coming from PAST COMPANY. We miss working with you over there!

Thought you’d be interested in hearing that I'm in touch with [name of who you’re talking to] at COMPANY to potentially bring ACME onboard. Have you met them yet?

I’d be curious to hear your opinion on if ACME could make an impact at COMPANY too - we’d love to work with you again! 

Open to a quick chat?

[TEMPLATE-END]

Want to see how companies implement this playbook?

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