- 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
1. Send notification via email or Slack to the account owner
Example Slack notification from UserGems:
[TEMPLATE-START]
đź’Ž UserGems: New Exec > joined ICP account đź’Ž
Heads up! John Smith is TITLE that recently joined COMPANY.
New executives spend 70% of their budget in the first 100 days so now is a good time to reach out.
Use the New Exec > joined ICP Account sequence.
- Name: John Smith| New work email | LinkedIn URL
- Past company:
- Past title:
- Past relationship
- New company:
- New title:
- Job started date:
[TEMPLATE-END]
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2. Auto-enroll the contact to sequenceÂ
{{UG-automates-sequences}}
‍
[TEMPLATE-START]
Step 1 | Day 1 | Task
Research:
- Company's website, latest news & through other prospects to identify their strategy
- Find the job post for this executive's position to identify what they will be focusing on
[TEMPLATE-END]
‍
[TEMPLATE-START]
Step 2 | Day 1 | Email
<div class="email-header">
<h6>Subject:</h6>
<div>Congrats, {First Name}!</div>
</div>
Body:
Congrats on your new role, {First Name}!
I'd imagine you're still getting the lay of the land so want to send you [insert useful content like "The first 90 days as CRO"]. Many [Title] have recommended it so I thought you might find it helpful.
I'll circle back in a few weeks to see if there's anything I can help with [insert short value prop].
But until then, here's a small gift to give you an extra boost and get some quick wins.
Cheers,
[TEMPLATE-END]
‍
[TEMPLATE-START]
Step 3 | Day 15 | LinkedIn Follow or Connect
[TEMPLATE-END]
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[TEMPLATE-START]
Step 4 | Day 15 | Email
Hi {First Name},
Did you have a chance to check out the [insert the guide]?Â
I thought this part could be relevant to COMPANY because [insert your research in step 1 about the company's goals or this role].
ACME works with companies like [insert similiar customers] to [insert your value prop].
Oppose to having a quick chat?
[TEMPLATE-END]
‍
[TEMPLATE-START]
Step 5 | Day 17 | Call
[TEMPLATE-END]
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[TEMPLATE-START]
Step 6 | Day 21 | Email
Suggested framework:
[Intro]: Ex: Not sure if you're feeling the same pain that [insert common problems you help solve for similiar persona]
[Problem statement]: Ex: The pressure is high to keep pumping out opportunities despite the market. Doing more with less is expected.Â
[Solution]: Ex: We’re turning job changes into revenue.Â
[CTAÂ with offer]:Â Ex:Â Send you the playbook?Â
[TEMPLATE-END]
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[TEMPLATE-START]
Step 7 | Day 24 | Call
Step 8 | Day 25 | LinkedIn Message
[TEMPLATE-END]
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[TEMPLATE-START]
Step 9 | Day 28 | Email
Hi {First Name},
Have you had a moment to think about ACME?
Hoping you can give me some pointers on whether ACME could be helpful to COMPANY's goals this year?Â
My understanding is that [add any research notes you have about this account to personalize].Â
Or even just some feedback on my outreach? I'm all ears.
[TEMPLATE-END]
‍
[TEMPLATE-START]
Step 10 | Day 29 | Call
Step 11 | Day 29 | LinkedIn interact with post
[TEMPLATE-END]
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[TEMPLATE-START]
Step 12 | Day 32 | Email
Hi {First Name},
[Optional: insert appropriate & relevant gif or meme]
Totally get that you are busy. Just trying to gauge your interest on [insert how your company delivers value] and if we can be of help.Â
Is it the wrong time or there's no interest?
[TEMPLATE-END]
‍
[TEMPLATE-START]
Step 13 | Day 33 | Call
[TEMPLATE-END]
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[TEMPLATE-START]
Step 14 | Day 36 | Email
Hi {First Name},
This is an actual photo of me trying to reach you :)
[insert an appropriate/relevant funny gif or meme]
Seems like either my messaging missed the mark or this just isn't relevant to you right now.Â
I'll reach back out down the line to see if [insert problem] would be a priority then. Until then, want to send you a small parting gift [insert relevant content].
Take care,
[TEMPLATE-END]