- For: Customer Success Managers, Account Managers
- Good for preventing churn when a new executive joins
Send notification via email or Slack to the account owner
Example Slack notification from UserGems:
[TEMPLATE-START]
💎 UserGems: New Executive > joined Customer account 💎
Heads up! John Smith is TITLE that recently joined COMPANY.
- Name: John Smith| New work email | LinkedIn URL
- Past company:
- Past title:
- Past relationship
- New company:
- New title:
- Job started date:
Important: It looks like COMPANY is your customer account. Consider sending them the below email 👇 to prevent churn.
[TEMPLATE-END]
[TEMPLATE-START]
<div class="email-header">
<h6>Subject:</h6>
<div>COMPANY's current partnership with ACME</div>
</div>
Body:
Hi {First Name},
Congrats on joining COMPANY team!
Wanted to reach out to introduce myself as ACME CSM for COMPANY. I've been working with JANE SMITH and team since YEAR.
I thought you might find the below information from our last QBR relevant.
At a high level, ACME helps with [insert your value prop].
Some highlights of our partnership with COMPANY so far:
- Highlight 1
- Highlight 2
- Highlight 3
If you'd like any additional information or hop on a call to chat, I'm here to help.
[TEMPLATE-END]
.svg)
