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

Send notification via email or Slack to the account owner

Example Slack notification from UserGems:

[TEMPLATE-START]

💎 UserGems: Past Champion > joined another Customer account 💎

Heads up! John Smith is a past champion from PAST COMPANY 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 multi-thread further into this account.

[TEMPLATE-END]

[TEMPLATE-START]

<div class="email-header">
<h6>Subject:</h6>
<div>Your experience with ACME at PAST COMPANY</div>
</div>

Body:

Hi {First Name},

Looks like you may have worked with ACME while at PAST COMPANY?

Not sure if you're already aware, but COMPANY is also an ACME customer.

Curious if you think it could be beneficial for me to loop you into our conversations. I'm sure your perspective given the past experience would be highly valuable. 

Let me know!

[TEMPLATE-END]

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