1. Send notification via email or Slack to the account owner

Example Slack notification from UserGems:

[TEMPLATE-START]

💎 UserGems: Worked at a Customer > joined ICP account 💎

Heads up! John Smith, who worked at PAST COMPANY recently joined COMPANY.

It’s unclear how well they know ACME but worth reaching out to see if they recall ACME from their time at PAST COMPANY.

Reach out with Worked at a Customer > joined ICP Account sequence.

• Name: John Smith| New work email | LinkedIn URL
• Past company:
• Past title:
• Past relationship
• New company:
• New title:
• Job started date:

[TEMPLATE-END]

‍

2. Auto-enroll the contact to sequence 

{{UG-automates-sequences}}

‍

[TEMPLATE-START]

Step 1 | Day 1 | Email

<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]

‍

[TEMPLATE-START]

Step 2 | Day 16 | Email

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

‍Does it sound familiar from your time at PAST COMPANY?

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 3 | Day 20 | LinkedIn Follow or Connect

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 4 | Day 20 | Email

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]

‍

[TEMPLATE-START]

Step 5 | Day 22 | Call

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 6 | Day 27 | Email

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]

‍

[TEMPLATE-START]

Step 7 | Day 30 | Email

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]

‍

[TEMPLATE-START]

Step 8 | Day 30 | LinkedIn Interact with post

Step 9 | Day 31 | Call

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 10 | Day 34 | Email

<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]

‍

[TEMPLATE-START]

Step 11 | Day 36 | Call

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 12 | Day 40 | Email

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]

‍

[TEMPLATE-START]

Step 13 | Day 40 | LinkedIn Interact with post

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 14 | Day 47 | Email

<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]