PLAYBOOK #4

Previous customer joins account with open opportunity

Recommended for:

  • If the UserGems lead is the new decision maker or champion, the sooner you reach out as they're still evaluating their new team and tech, the more likely you will get a favorable response.
  • If the UserGems lead is at peer-level or more junior than your current point of contact, reach out to build an internal champion

1. Manual Email - Day 1

2. LinkedIn Connect - Day 3

3. Auto Reply Email - Day 4

4. Auto Email - Day 10

5. Auto Reply Email - Day 14