Recommended for
  • For: Account Executives (Sales), Account Managers
  • Good for multi-threading and deal acceleration

Send notification via email or Slack to the Opp owner

Example Slack notification from UserGems:

[TEMPLATE-START]

💎 UserGems: Past Evaluator > joined Open Opp account 💎

Heads up! John Smith is a past user from PAST COMPANY and 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 already has an open opp. Consider sending them the below email👇 to multi-thread and accelerate the deal.

[TEMPLATE-END]

[TEMPLATE-START]

<div class="email-header">
<h6>Subject:</h6>
<div>We miss you at PAST COMPANY?</div>
</div>

Body:

Hi {First Name},

I saw that you joined COMPANY coming from PAST COMPANY and that you used ACME while there. Hope you had a great experience with us!

Thought you’d be interested in hearing that I'm speaking with [insert colleague's name] at COMPANY to bring ACME onboard. Have you met them yet?

Curious to hear your thoughts on if ACME could help you and your team at COMPANY too.

Open to a quick chat?

[TEMPLATE-END]

Want to see how companies implement this playbook?

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