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

Example Slack notification from UserGems:

[TEMPLATE-START]

💎 UserGems: New Buyer Promotion> in ICP account 💎

Heads up! John Smith was recently promoted to TITLE at COMPANY.

New buyers spend 70% of their budget in the first 100 days so now is a good time to reach out.

Use the New Buyer Promotion > in ICP Account sequence.

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

[TEMPLATE-END]

‍

2. Auto-enroll the contact to sequence 

[TEMPLATE-START]

Step 1 | Day 1 | Task

Research:

• Company's website, latest news & through other prospects to identify their strategy
• Find the job post for this executive's position to identify what they will be focusing on

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 2 | Day 1 | Email

<div class="email-header">
<h6>Subject:</h6>
<div>Congrats, {First Name}!</div>
</div>

Body:

Congrats on your promotion, {{first_name}}!

Sharing a {helpful piece of content}.

Thought it might be helpful as you settle in the new role.  {{! Insert personalization based on the research you did on the company/ their promotion}}

I'll circle back in a few weeks to see if {problem we solve is relevant}

Until then, here's ato give you an extra boost for some quick wins.

Cheers,

{{sender.first_name}}

‍

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 3 | Day 15 | LinkedIn Follow or Connect

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 4 | Day 15 | Email

Hi {{first_name}},

Did you have a chance to check out the {piece of content I sent}

Big roles bring on big tasks.

Ever thought about how to {solve the problem that your product solves}?

{!my company} can help. We {!how your product solves this problem in 1 sentence}.

Cheers,

‍

ps- in case you missed the congrats gift, {!reinsert the gift link}

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 5 | Day 17 | Call

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 6 | Day 21 | Email

Suggested framework:

[Intro]: Ex: Not sure if you're feeling the same pain that [insert common problems you help solve for similiar persona]

[Problem statement]: Ex: The pressure is high to keep pumping out opportunities despite the market. Doing more with less is expected. 

[Solution]: Ex: We’re turning job changes into revenue. 

[CTA with offer]: Ex: Send you the playbook? 

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 7 | Day 24 | Call

Step 8 | Day 25 | LinkedIn Message

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 9 | Day 28 | Email

Hi {First Name},

Have you had a moment to think about ACME?

Hoping you can give me some pointers on whether ACME could be helpful to COMPANY's goals this year? 

My understanding is that [add any research notes you have about this account to personalize]. 

Or even just some feedback on my outreach? I'm all ears.

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 10 | Day 29 | Call

Step 11 | Day 29 | LinkedIn interact with post

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 12 | Day 32 | Email

<div class="email-header">
<h6>Subject:</h6>
<div>Have you thought about the problem we solve?</div>
</div>

‍

Hi {{!first_name}},

Have you had a moment to think about {problem we solve}?

{!insert value prop 1-2 lines about your product}

Hoping you can give me some pointers on whether {!My company} could be helpful to {Company Name}'s goals this year? 

Or even just some feedback on my outreach? I'm all ears.

‍

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 13 | Day 33 | Call

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 14 | Day 36 | Email

<div class="email-header">
<h6>Subject:</h6>
<div>A parting gift for you</div>
</div>

‍

Hi {First Name},

Seems like either my messaging missed the mark or this just isn't relevant to you right now. 

I'll reach back out down the line to see if {what our product does} would be a priority then. Until then, want to send you a small parting gift {insert relevant content for their persona}.

Take care,

[TEMPLATE-END]

‍