Use AI Agents for Inbound

‍Step 1: Identify and Prioritize Inbound Demo Requests

• Monitor your CRM or inbound channels for new demo requests.​
  
• Use Gem-E AI Copilot to automatically surface signals for these prospects
  
• Use Gem-E to find other prospects at the accounts to reach out to in order to multi-thread the entire buying group

Step 2: View Company & Person Signals

When reps receive a demo request, Gem-E AI Copilot provides buyer signals to help personalize outreach instead of sending generic one-off messages. 

These include both company-level and person-level buyer signals:

• Company Signals:
  
  • Tech stack, customer competitors
    
  • Growth like recent funding rounds or hiring
    
  • Relevant website activity
    
  • Historical relationship with your company
    
    
• Person Signals:
  
  • Recent job changes or promotions
    
  • Intent signals based on web activity or content engagement
    
  • Contact-level history with your company (e.g., past opportunities, past users)
    

With these signals, reps can personalize outreach, improving conversion and response rates.

Step 3: Personalize Outreach Using Signals

• Website Visitors: If the prospect has visited high-intent pages (e.g., pricing, case studies), tailor your messaging to reference this activity.​
  
  • Example: "I noticed you've explored our pricing page; I'd be happy to discuss the best options tailored to your needs."​
    
• Job Changes: If the prospect has recently been promoted or joined the company, acknowledge this in your communication.​
  
  • Example: "Congratulations on your new role as [Position]! This is an exciting time to explore solutions that can drive success in your new role."​
    
• Customer Competitors: Utilize insights from Gem-E AI Copilot to name drop current customers that compete with the prospect’s company
  
  • Example: “Excited to show you how [competitor] has gotten success from our product. Does some time next week work for me to show you how?”
    
• Past Users at the company: View any other past users that are at the prospect’s current company to connect the dots.
  
  • Example: “Greg from your Marketing team used us in the past. It might be worth it to get his thoughts and include him in the call.”

Step 4: Engage and Follow Up 

• Initial Contact: Reach out promptly with a personalized message, referencing the insights Gem-E gathered.​
  
• Demo Scheduling: Offer flexible scheduling options and provide a brief overview of what the demo will cover, aligning with the prospect's interests.
  

Templates

Email Template:

Bump Message:

Set Up This Playbook in UserGems:

1. Create a Contact report in your CRM for Demo Requesters. This will be a dynamic report.
2. Upload this report as a Custom Signal in UserGems Signal Library. 
3. Optional: upload an Account report for these accounts to search for additional persona matching contacts for your team to multi-thread to.
4. Have reps download UserGems AI Copilot Chrome Extension 

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