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)
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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 target 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 target company

Recommended for:
  • UserGems leads are prospects that were in an open opportunity
  • 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 Playbook 5: New executive joins your target account

Playbook 3: 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 7: CSM to prevent churn risk when someone leaves

Playbook 4: Previous customers, but 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 5: Multi-thread to the rest of the buying group (AE)

Recommended for:
  • Mid-size to enterprise accounts, typical purchase decisions involve multiple stakeholders
  • To be used after the call with your main champion
UserGems playbooks

Playbook 6: Multi-thread to CxO executives(AE)

Recommended for:
  • Mid-size to enterprise accounts, typical purchase decisions involve multiple stakeholders
  • To build credibility with executives, keeps you top of mind & reduces friction for your champion.
UserGems Playbook 5: New executive joins your target account

Playbook 7: Previous customer joins account with open opportunity (AE)

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: AE to prevent deal risk when someone leaves

Playbook 8: Prevent churn when new execs join customer account (CSM)

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

Playbook 9: Prevent churn when key contact leaves (CSM)

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

Playbook 10: When a former customer joins your account(CSM)

Recommended for:
  • To drive more adoption and identify expansion opportunities

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