Recommended for
  • For: Sales Development, Account Executives, Marketing
  • UserGems lead used to work at your customer account but you're unsure how familiar they were with your product
  • Their new role matches your target persona and they started within the last 6 months

Step 1 | Day 1 | Email

[TEMPLATE-START]

<div class="email-header">
<h6>Subject:</h6>
<div>Remember us from {Past Company}?</div>
</div>

Body:

Hi {First Name}, 

I noticed that you were previously at PAST COMPANY who is a customer of ours here at ACME.

Curious, does ACME ring a bell from your time there?

A quick refresher: ACME helps [include a relevant customer story]

[TEMPLATE-END]

Step 2 | Day 16 | Email

[TEMPLATE-START]

Tip: insert a follow-up video explaining your value prop/mini demo

Does it sound familiar from your time at PAST COMPANY?

[TEMPLATE-END]

Step 3 | Day 20 | LinkedIn Follow or Connect

Step 4 | Day 20 | Email

[TEMPLATE-START]

Tip: insert humor or relevant messaging based on your research

Since PAST COMPANY is a customer of ours, I'm wondering if ACME could also help you at COMPANY?

Tip: add value - a blog post or other content that's relevant to their position

[TEMPLATE-END]

Step 5 | Day 22 | Call

Step 6 | Day 27 | Email

[TEMPLATE-START]

Suggested framework:

  1. Subject: ACME at {company}
  2. Intro: Not sure if you're feeling the same pain {Past Company} had before they brought on ACME
  3. Problem Statement: The pressure is high to keep pumping out opportunities despite the market. Doing more with less is expected.
  4. Solution: We’re turning job changes into revenue. 
  5. CTA with offer: Send you the playbook? 

[TEMPLATE-END]

Step 7 | Day 30 | Email

[TEMPLATE-START]

Hi {First Name},

Have you had a moment to think about ACME? Hoping you can give me some pointers like:

If/how ACME could be relevant to COMPANY's 2023 goals?

Maybe an introduction to [insert decision maker's name], looks like they head up DEPARTMENT.

Or even just some feedback on my outreach?

I'm all ears.

[TEMPLATE-END]

Step 8 | Day 30 | LinkedIn Interact with post

Step 9 | Day 31 | Call

Step 10 | Day 34 | Email

[TEMPLATE-START]

<div class="email-header">
<h6>Subject:</h6>
<div>Need a hand?</div>
</div>

Body:

Totally get that you are busy in the new role. Just trying to gauge your interest on [your value prop] and if we can be of help. 

Is it the wrong time or there's no interest?

[TEMPLATE-END]

Step 11 | Day 36 | Call

Step 12 | Day 40 | Email

[TEMPLATE-START]

Suggested framework for a value add email:

  1. Set the subject, opener statement
  2. Problem statement
  3. Give value, i.e. expert advice
  4. Share supporting content piece
  5. Conversation provoking questions

[TEMPLATE-END]

Step 13 | Day 40 | LinkedIn Interact with post

Step 14 | Day 47 | Email

[TEMPLATE-START]

<div class="email-header">
<h6>Subject:</h6>
<div>Did I overstep?</div>
</div>

Body:

Hey {First Name} -- hope that I didn't overstep your bounds. Since PAST COMPANY is a customer of ours, thought you were familiar with us and it would make sense to reach out.

I'm getting the feeling now is not the best time to connect? Hope I didn't blow all our rapport with you.

Leaving you with [add helpful company resources]

Let me know if I can ever be of help to you -- ACME related or not.

Take care,

Tip: insert appropriate humor

[TEMPLATE-END]

Want to see how companies implement this playbook?

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