Playbook Library
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
Pipeline Generation
SDR & Marketing
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
Pipeline Generation
SDR & Marketing
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
Pipeline Generation
SDR & Marketing
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
Pipeline Generation
SDR & Marketing
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
Pipeline Generation
SDR & Marketing
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 ICP account
- They DON'T have any previous relationship with your company
Pipeline Generation
SDR & Marketing
Past Champion > joined Open Opp Account
Most Popular
Recommended for
- For: Account Executives (Sales)
- Good for multi-threading and deal acceleration
Deal Acceleration
Sales
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
Account Expansion
Churn Prevention
Customer Success
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
Deal Acceleration
Sales
Champion > left Customer Account
Most Popular
Recommended for
- For: Customer Success Managers, Account Managers
- Good for preventing churn risks when champions leave
Churn Prevention
Customer Success
Past Evaluator > joined Open Opp Account
Most Popular
Recommended for
- For: Account Executives (Sales), Account Managers
- Good to multi-threading and deal acceleration
Deal Acceleration
Sales
Past End User > joined Open Opp Account
Most Popular
Recommended for
- For: Account Executives (Sales), Account Managers
- Good for multi-threading and deal acceleration
Deal Acceleration
Sales
Worked at Customer > joined Open Opp Account
Most Popular
Recommended for
- For: Account Executives (Sales), Account Managers
- Good for multi-threading and deal acceleration
Deal Acceleration
Sales
New Executive > joined Customer Account
Most Popular
Recommended for
- For: Customer Success Managers, Account Managers
- Good for preventing churn when a new executive joins
Churn Prevention
Customer Success
New Buyer Promotion > in ICP Account
Most Popular
Recommended for
- For: Sales Development, Account Executives, Marketing
- UserGems lead matches your target persona
- They recently were promoted into a new buying role
- They DON'T have a previous relationship with your company
Pipeline Generation
SDR & Marketing
Champion Referral > ICP Account
Most Popular
Recommended for
- For: Generating referrals from your outbound teams
- Current customer used to work at an ICP account
Pipeline Generation
Deal Acceleration
SDR & Marketing
Customer Competitor Account is ICP Account
Most Popular
Recommended for
- For: Sales Development, Account Executives, Marketing
- Account is competitor of one of your customers
- Account is ICP
- This is written for leads who do NOT have a relationship with your company, but can be edited to include personalization for job changes or past relationships.
Pipeline Generation
Deal Acceleration
SDR & Marketing
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