Beginner

Use Recent News to Personalize Outreach

Key Signals

Funding & News

Gem-E, AI Agent

Playbook Overview

When should you run this playbook?

Mention these in your outreach when there are:

Product Announcement: The company has launched a new product or feature.
Mergers & Acquisitions: The company is involved in a merger or acquisition, either as the acquiring or acquired entity.
Expansion: The company is entering new markets, industries, or regions.
Partnerships: The company has formed a new strategic partnership with another organization.

These events often indicate shifts in strategy, increased budgets, or new challenges making them opportune moments for outreach.

Who to target?

Playbook goal?

Responsible teams?

Sales Development Representatives (SDRs)

Account Executives (AEs)

Marketing Team

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Step 1: Activate Relevant Signal Snippets in UserGems

Ensure the following signal snippets s are active in Gem-E.

Product Announcement
Mergers & Acquisitions
Expansion
Partnerships‍

To activate:

Navigate to Gem-E.
Click on Signal Snippets.
Toggle on each of the desired signals.

Step 2: Monitor and Identify Trigger Events

Gem-E will monitor your target accounts for the activated signals. When a signal is detected Gem-E will prioritize this account and find prospects that match your buyer persona.

Step 3: Craft Personalized Outreach Messages

Gem-E uses the context provided by each signal to tailor AI generated messaging.

📢 Product Announcement

Messaging Tips:

Congratulate the company on their new launch.
Highlight how your solution can enhance or support the new product.
Share relevant case studies or success stories.

🔗 Mergers & Acquisitions

Messaging Tips:

Acknowledge the merger or acquisition news.
Discuss how you can facilitate a smooth transition.
Emphasize benefits like unifying systems or improving communication.

🌍 Expansion

Messaging Tips:

Congratulate them on their expansion efforts.
Offer insights on how your solution can support growth in new regions or industries.
Provide examples of similar companies you've helped expand successfully.