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Playbooks

Playbook 1: Previous customers recently started their new role

Playbook 2: Previous customers have been in the new role for a while

Playbook 3: Previous customers' new job is not within your buyer persona

Playbook 4: Ask for referrals

Playbook 5: AE to prevent deal risk when someone leaves

Playbook 6: AE to accelerate deal when a previous customer joins the account

Playbook 7: CSM to prevent churn risk when someone leaves

Playbook 8: CSM to increase adoption and retention by multi-threading others

Email Templates

Email to previous customers

Reference your previous customers when contacting others within the account

Ask for referrals

Email to a new executive in your target account

AE to prevent deal risk when someone leaves by contacting others in the company

Welcome a new executive that joined your customer account

Congratulate a customer that got promoted to a new business unit

Podcast

Season 1: Trailer

First 100 Days as a First-Time CMO with Kyle Lacy, Lessonly

Keepin' it 100 with Christian Kletzl, UserGems

Keepin' it 100 with Nelson Gilliat, UserGems

First 100 Days of Addressing the Pandemic with Daniel Wallerstorfer, Novogenia

Keepin' it 100 with Andrea Butcher, HRD Advisory Group

Keepin' it 100 with Michael Jabbara, Visa

First 100 Days as a Sales Leader for a High-Growth Company with Jesse Osborne, Tipalti

Keepin’ it 100 with Jesse Osborne, Tipalti

Keepin’ it 100 with Brooke Bachesta, Outreach.io

First 100 Days of Building a RevOps Engine with Rosalyn Santa Elena, Clari

Keepin’ it 100 with Alfie Marsh, Spendesk

Keepin’ it 100 with Jim Gonzales, SoftBank Robotics America

First 100 Days of Owning a Pipeline Number with Chi-Chi Liang, Alloy

Keepin’ it 100 with Malcom Smith, HackerOne

Keepin’ it 100 with Max Fund, Zerto

First 100 Days Going from B2C to B2B with Vyara Ndejuru, Element AI

Keepin’ it 100 with Carlos García Navares, Branch.io

Keepin’ it 100 with Gabrielle Blackwell, Gong

Season 2: Trailer (need link)

How to prepare for your first board presentation in four manageable steps by Amit Pande, Aviso AI

Keepin’ it 100 with Kirti Dewan, Bugsnag

Keepin’ it 100 with Nicole Penland, Reciprocity

The First 100 Days of Marketing to a New Persona with Brett Li, Tonkean

Keepin’ it 100 with Derek Wang, UserGems

Keepin’ it 100 with Blaise Bevilacqua, UserGems

The First 100 Days of Traveling the World on a Motorbike with Sinje Gottwald, Workato

Keepin’ it 100 with Eduardo Valladolid, Thought Industries (Pt1)

Keepin’ it 100 with Eduardo Valladolid, Thought Industries (Pt2)

The First 100 Days of Joining a PLG (product-led-growth) Startup with Kate Donahue, Pitch

Blog posts

How to Book More Meetings at Scale When Your Champions Switch Companies Or Roles

Email Examples For UserGems Leads (Past Customers and New Buyers)

4 Ways To Generate Demand When Buyers Changed Jobs To New Companies

How To Boost Your Pipeline Quickly

Customer Marketing As A New Demand Generation Channel

How To Successfully Launch A Product [A Complete Checklist]

Your Funnel Is Causing You To Miss New Sales Opportunities (And How To Fix It)

Is Outbound Sales Dead?

How Sales And Marketing Can Work Better Together : Include This Attribute In Your Lead Scoring

Five Quick Ways To Find Quality Leads That Many Teams Overlook

Four Steps to Prepare for Your First Board Presentation

How To Turn Your Customers' Job Changes Into Hot Leads And New Deals

Sinje Gottwald On the Road Less Traveled

Pitch: A Perfect PLG (Product-Led-Growth) Launch with Kate Donahue

Pages

Sales Prospecting Tools

Account Based Marketing Strategy

Sales Intelligence Software

Sales Prospecting Tools