Sales Development

Use Recent News to Personalize Outreach

 
 

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
  • 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:

    1. Navigate to Gem-E.
    2. Click on Signal Snippets.
    3. 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.

    🤝 Partnerships

    Messaging Tips:

    • Recognize the strategic partnership announcement.
    • Explain how your solution can enhance the partnership's outcomes.
     

    About the Author

     

    Want to see more playbooks?

    We've got you covered.
     
     
    Sales Development
    Trinity Nguyen

    How to Boost Your AI Outbound Reply Rates

    Key Signals
    All signals
     
     
    Marketing

    How to Use AI for Event Outreach

    Key Signals
    All signals
     
     
    Sales Development

    How to Use Signals for Cold Calling by Julian Flowers

    Key Signals
    All signals