PLAYBOOKS & SEQUENCES

Playbook 1: Previous customers at a new company

Recommended for:
  • UserGems leads are your previous customers
  • Their new company matches your Ideal Customer Profile
  • Their current title matches your target Persona
  • They recently started this role (less than 3 months ago)
UserGems Playbook 1: Previous customers recently joined a new account
UserGems Playbook 1: Previous customers recently joined a new account

Playbook 1: Previous customers at a new company

Recommended for:
  • UserGems leads are your previous customers
  • Their new company matches your Ideal Customer Profile
  • Their current title matches your target Persona
  • They recently started this role (less than 3 months)
UserGems playbooks

Playbook 2: Previous prospects at a new company

Recommended for:
  • UserGems leads are prospects that were in an open opportunity before
  • Their new company matches your Ideal Customer Profile
  • Their current title matches your target Persona
  • They recently started this role (less than 3 months)
UserGems playbooks

Playbook 3: Previous customers' new title is not your target persona

Recommended for:
  • UserGems leads are your previous customers (buyers, users)
  • Their current company matches your Ideal Customer Profile
  • Their NEW title does NOT match your target Persona
UserGems Playbook 4: Ask for referrals when the lead is not at an ICP account

Playbook 4: Previous customer joins account with open opportunity

Recommended for:
  • UserGems leads are your previous customers (buyers, users)
  • Their current company is in an active evaluation of your product
  • They can be part of the buying committee or not
UserGems Playbook 5: New executive joins your target account

Playbook 5: New executive joins your target account

Recommended for:
  • UserGems lead is your target title, recently hired or promoted
  • Their current company is your target account
  • The lead does not have a past relationship with your company
UserGems Playbook 6: New executive joins your customer account (Churn risk prevention)

Playbook 6: New executive joins your customer account (CSM)

Recommended for:
  • Prevent churn risk when a new buyer joins your customer account
UserGems playbooks

Playbook 7: Key customer leaves their company (CSM)

Recommended for:
  • Prevent churn risk when a key customer contact leaves
UserGems Playbook 4: Ask for referrals when the lead is not at an ICP account

Playbook 8: When a former customer joins your account(CSM)

Recommended for:
  • Increase adoption and retention

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