Playbook Library

1

Past Champion > joined ICP Account

Most Popular
Recommended for
  • For: Sales Development, Account Executives, Marketing
  • UserGems leads are your previous customers
  • Their new role matches your target Persona and they recently started in the last 6 months
Continue reading
Pipeline Generation
Buyer Job Changes
Lead Generation
Champion Tracking
SDR & Marketing
2

Past Open Opp Contact > joined ICP account

Most Popular
Recommended for
  • For: Sales Development, Account Executives, Marketing
  • UserGems leads evaluated your product in the past
  • Their new role matches your target persona and they started within the last 6 months
Continue reading
Buyer Job Changes
Champion Tracking
Pipeline Generation
Lead Generation
SDR & Marketing
3

Past Closed Lost Opp > joined ICP Account

Most Popular
Recommended for
  • For: Sales Development, Account Executives, Marketing
  • UserGems leads evaluated your product in the past
  • Their new role matches your target persona and they started within the last 6 months
Continue reading
Champion Tracking
Lead Generation
Pipeline Generation
Revenue Alignment
Buyer Job Changes
SDR & Marketing
4

Past User > joined ICP Account

Most Popular
Recommended for
  • For: Sales Development, Account Executives, Marketing
  • UserGems leads were your product users (preferably with high NPS scores)
  • Their new role matches your target Persona and they started within the last 6 months
Continue reading
Buyer Job Changes
Pipeline Generation
Lead Generation
SDR & Marketing
5

Worked at Customer > joined ICP Account

Most Popular
Recommended for
  • For: Sales Development, Account Executives, Marketing
  • UserGems lead used to work at your customer account but you're unsure how familiar they were with your product
  • Their new role matches your target persona and they started within the last 6 months
Continue reading
Buyer Job Changes
Lead Generation
Pipeline Generation
Champion Tracking
SDR & Marketing
6

New Executive > joined ICP Account

Most Popular
Recommended for
  • For: Sales Development, Account Executives, Marketing
  • UserGems lead matches your target persona
  • They recently joined your target account / account that matches your ICP
  • They DON'T have any previous relationship with your company
Continue reading
Lead Generation
Pipeline Generation
Buyer Job Changes
SDR & Marketing
7

Past Champion > joined Open Opp Account

Most Popular
Recommended for
  • For: Account Executives (Sales)
  • Good for multi-threading and deal acceleration
Continue reading
Deal Acceleration
Buyer Job Changes
Champion Tracking
Sales
8

Past Champion > joined Another Customer Account

Most Popular
Recommended for
  • For: Customer Success Managers, Account Managers
  • Good for strengthening your relationship with this account for future expansion and churn prevention

Continue reading
Buyer Job Changes
Champion Tracking
Account Expansion
Churn Prevention
Customer Success
9

Open Opp Contact > left the Account

Most Popular
Recommended for
  • For: Account Executives (Sales)
  • Help with de-risking your open opportunities when a contact leaves mid-cycle
Continue reading
Buyer Job Changes
Sales
10

Champion > left Customer Account

Most Popular
Recommended for
  • For: Customer Success Managers, Account Managers
  • Good for preventing churn risks when champions leave
Continue reading
Churn Prevention
Champion Tracking
Buyer Job Changes
Customer Success
11

Past Evaluator > joined Open Opp Account

Most Popular
Recommended for
  • For: Account Executives (Sales), Account Managers
  • Good to multi-threading and deal acceleration
Continue reading
Deal Acceleration
Buyer Job Changes
Champion Tracking
Sales
12

Past End User > joined Open Opp Account

Most Popular
Recommended for
  • For: Account Executives (Sales), Account Managers
  • Good for multi-threading and deal acceleration
Continue reading
Deal Acceleration
Buyer Job Changes
Champion Tracking
Sales
No results found.
Please try another filter.
Reset all filters

Want to hit your number this year?