Playbook Library

• For: Sales Development, Account Executives, Marketing
• UserGems leads are your previous customers
• Their new role matches your target Persona

• For: Sales Development, Account Executives, Marketing
• UserGems leads evaluated your product in the past
• Their new role matches your target persona

• For: Sales Development, Account Executives, Marketing
• UserGems leads evaluated your product in the past
• Their new role matches your target persona

• For: Sales Development, Account Executives, Marketing
• UserGems leads were your product users (preferably with high NPS scores)
• Their new role matches your target Persona

• 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

• For: Sales Development, Account Executives, Marketing
• UserGems lead matches your target persona
• They recently joined your ICP account
• They DON'T have any previous relationship with your company

• For: Account Executives (Sales)
• Good for multi-threading and deal acceleration

• For: Customer Success Managers, Account Managers
• Good for strengthening your relationship with this account for future expansion and churn prevention

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• For: Account Executives (Sales)
• Help with de-risking your open opportunities when a contact leaves mid-cycle

• For: Customer Success Managers, Account Managers
• Good for preventing churn risks when champions leave

• For: Account Executives (Sales), Account Managers
• Good to multi-threading and deal acceleration

• For: Account Executives (Sales), Account Managers
• Good for multi-threading and deal acceleration

• For: Account Executives (Sales), Account Managers
• Good for multi-threading and deal acceleration

• For: Customer Success Managers, Account Managers
• Good for preventing churn when a new executive joins

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• For: Sales Development, Account Executives, Marketing
• UserGems lead matches your target persona
• They recently were promoted into a new buying role
• They DON'T have a previous relationship with your company

• For: Generating referrals from your outbound teams
• Current customer used to work at an ICP account

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• For: Sales Development, Account Executives, Marketing
• Account is competitor of one of your customers
• Account is ICP
• This is written for leads who do NOT have a relationship with your company, but can be edited to include personalization for job changes or past relationships.

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