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Recommended for
  • For: Generating referrals from your outbound teams
  • Current customer used to work at an ICP account

1. Send group notification via Slack to the account owner + the SDR

Example Slack notification from UserGems:

[TEMPLATE-START]

💎 UserGems: Champion Referral Request 💎

Heads up! John Smith used to work as TITLE at COMPANY which is one of our target accounts.

Either have CSM reach out directly or add to the following sequence.

Use the Champion Referral > in ICP Account sequence.

[TEMPLATE-END]

2. Enroll the contact to sequence 

[TEMPLATE-START]

Step 1 | Day 1 | Email

<div class="email-header">
<h6>Subject:</h6>
<div>Congrats, {First Name}!</div>
</div>

Subject:

Intro to {{past.company}}?

Body:

Hi {{first_name}},

Thank you for being a customer of {{my.company}}! My name is {{first.name}}; I've been trying to break into {{customer.past.company}} for a while now because I think they’d see great success with {{my.company}} like {{current.company}} has. 

Noticed that you used to work there; would you be open to introducing us to your past team over there? Happy to send over a context-led blurb to pass along.

P.S. We have a referral program (insert referral program incentives) if you know anyone who would be a good fit.

Cheers,

{{sender.first_name}}

[TEMPLATE-END]

[TEMPLATE-START]

Step 2 | Day 3 | Email

Hi {{first_name}},

Want to bubble this up. 

If it’s easier, would it be ok if I reached out to a contact over there and mentioned that you’re a customer? 

Definitely don't want to overstep; let me know what you are comfortable with.

Anything I can help with - {{my.company}} related or otherwise - please don't hesitate to let me know.

Cheers,

{{sender.first_name}}

ps- in case you missed it we're offering (insert referral program incentives)

[TEMPLATE-END]

[TEMPLATE-START]

Step 3 | Day 3 | Call

Voicemail: Hi {{first.name}} it’s {{my.name}} from {{my.company}} - wanted to follow up on my email about our referral program. Let me know if you have any questions or know anyone who might be a great fit from {{past.company}} or otherwise.

[TEMPLATE-END]

[TEMPLATE-START]

Step 6 | Day 7 | Email

Hi {{first_name}}-

I promise that you won’t be in any nurture sequence and this is my last bump email. If you can intro me to anyone at {{past.company}}, it’d be a huge help for us as we’re trying to grow this year.  

No pressure either way. If anyone now or later comes to mind, please let me know.

[TEMPLATE-END]

Want to get more pipeline with less work?