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

Example Slack notification from UserGems:

[TEMPLATE-START]

💎 UserGems: Past User > joined ICP account 💎

Heads up! John Smith, who was an ACME user at PAST COMPANY has joined COMPANY.

If their new title is "above-the-line", reach out to see if ACME could be a fit at their new company. If "below-the-line", see if they can introduce you to the buyer.

Reach out with Past End User > 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>Congrats, {First Name}!</div>
</div>

Body:

Hi {First Name} - Congrats on landing your new role! 

We miss working with you at PAST COMPANY, but I'm sure COMPANY is beyond stoked to have you on their team.

I wanted to send over a small Congrats gift to give you an extra boost for some quick wins this quarter!

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 2 | Day 16 | Email

Hi {First Name},

Saw that you were a user of ACME at PAST COMPANY. Curious if you'd be open to sharing your experience with us?

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

[Optional: insert a video explaining your value prop/mini demo]‍

Best,

Ps - If you missed the gift I sent before, here's the link again.

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 3 | Day 20 | Email

Suggested framework:

1. ‍Intro: Insert humorous GIF or meme of your choice‍
2. Messaging: Wondering if ACME could also be of help at COMPANY? [include a personalized reference to how your company helps a similar company]‍
3. Value add: share a piece of content that is relevant to their new position‍
4. CTA

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 4 | 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 5 | Day 27 | Call

Step 6 | Day 27 | LinkedIn Follow or Connect

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 7 | Day 32 | 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 32 | LinkedIn Interact with post

Step 9 | Day 32 | Call

[TEMPLATE-END]

‍

[TEMPLATE-START]

Step 10 | Day 35 | 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 37 | 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 we were in touch while you were at {Past Company}, thought it made 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,

[TEMPLATE-END]