PLAYBOOK #1
Previous customers at a new company. Decision makers.
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
Create a trigger to automatically upload UserGems leads into an email campaign (Outreach, Salesloft, Hubspot, Marketo, etc.)
1. Manual Email - Day 1
Subject:
Congrats, {first name}!
BODY:
Hey {first name} -- congrats on your new role! We miss working with you at {previous company}, but we're confident you're going to accomplish great things at {current company}.
I also have a small congratulatory gift to send your way. Click here to have it shipped to you.
I also have a small congratulatory gift to send your way. Click here to have it shipped to you.
2. Auto Email - Day 16
Subject:
Your experience at {previous company}
BODY:
Hi {{first_name}},
Hope you’re settling in nicely at {current company}!
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}?
A quick refresher: We help [include a relevant customer story].
Hope you’re settling in nicely at {current company}!
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}?
A quick refresher: We help [include a relevant customer story].
3. LinkedIn Follow or Connect - Day 16
4. Auto Reply Email - Day 20
BODY:
what do you think?
5. Manual Email - Day 27
Subject:
how’s it going?
BODY:
[include personalized observation from their LinkedIn posts or company updates, and connect back to how your product can help]
Would love to chat if you think ACME could be of help again in your new role.
Would love to chat if you think ACME could be of help again in your new role.
6. LinkedIn Interact with post - Day 27
7. Auto Reply Email - Day 32
BODY:
Hi {first name},
If the dust has settled and you have a moment to think about ACME, can you give me any pointers if ACME could be of help, referrals to the right person, or feedback about my reaching out to you?
If the dust has settled and you have a moment to think about ACME, can you give me any pointers if ACME could be of help, referrals to the right person, or feedback about my reaching out to you?
8. Phone call (leave voicemail) - Day 32
9. Auto Reply Email - Day 35
BODY:
This is an actual photo of me trying to reach you :)
[insert a funny gif or video]
Totally get that you're busy in the new role. Just trying to gauge your interest on [how your company delivers value].
Am I reaching out at a wrong time or am I completely off-base and there's no interest?
[insert a funny gif or video]
Totally get that you're busy in the new role. Just trying to gauge your interest on [how your company delivers value].
Am I reaching out at a wrong time or am I completely off-base and there's no interest?
10. Phone call (leave voicemail) - Day 37
11. LinkedIn Interact with post - Day 37
12. Auto Email - Day 44
Subject:
Did I overstep?
BODY:
Hi {first name} -- I hope I didn't overstep your bounds?
Since you used us at {previous company}, I originally thought it made sense to reach out. Maybe it's just me, but I get the feeling now is just not the best time to connect. I hope I didn't blow all our rapport with you by going for the "second sale".
I'll leave you with a [helpful company resource]. Let me know if I can ever be of help to you.
Since you used us at {previous company}, I originally thought it made sense to reach out. Maybe it's just me, but I get the feeling now is just not the best time to connect. I hope I didn't blow all our rapport with you by going for the "second sale".
I'll leave you with a [helpful company resource]. Let me know if I can ever be of help to you.
