Intermediate

Use AI Agents for Inbound

When prospects submit a demo request, they often end up no-showing or not booking a meeting time when reps reach out. Use this playbook to reach out to demo requesters with super personalized, compelling messages to increase their likeliness to respond.

Key Signals
Gem-E, AI Agent
 
 

Playbook Overview

 

When should you run this playbook?

Prospects have submitted demo requests through your website or other channels and reps are trying to book a meeting.

 

Who to target?

 

Playbook goal?

 

Responsible teams?

  • Inbound Sales Representatives​
  • SDRs/BDRs

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 

 

About the Author

 

Want to see more playbooks?

We've got you covered.
 
 
Intermediate

Scale Your Referral Program

Key Signals
Champion Referrals
 
 
Beginner

UserGems x JC Vazquez

Key Signals
Gem-E, AI Agent
 
 
Intermediate

Use AI to Select ABM Accounts

Key Signals
Past Champions
Website Visitors
New Hires & Promotions

Ready to Boost Your Pipeline?