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

Send notification via email or Slack to the Opp owner

Example Slack notification from UserGems:

[TEMPLATE-START]

đź’Ž UserGems: Past Evaluator > joined Open Opp account đź’Ž

Heads up! John Smith evaluated us before at 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>Remember us from PAST COMPANY?</div>
</div>

Body:

Hi {First Name},

I noticed you joined COMPANY from PAST COMPANY.

Not sure if you recall, but looks like you may have evaluated ACME back in [insert month & year] to help with [insert a problem they had]. 

Thought you might be interested to know I’m talking with [insert colleague's name] at COMPANY.

Curious to hear if you think ACME could be a good fit for COMPANY. Are you open to a quick chat?

[TEMPLATE-END]

‍

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