Reach out to past champions when they change jobs
Generate new pipeline by engaging with champions who have moved to new accounts.
Playbook Overview
When should you run this playbook?
- Your champion changes jobs and moves to a new company
- Their new company is not a customer yet
- The new company is in your ICP
Who to target?
ICP matching accounts that are not current customers
Playbook goal?
Generate new pipeline by engaging with champions who have moved to new accounts.
Responsible teams?
Outbound Sales teams and Marketing teams responsible for building pipeline.
Who to track for job changes?
For maximum coverage, you can group your champions into three categories. And prioritize them based on your business needs. Our recommended categories are:
- Key champions: These include your Closed Won Opportunity contacts, power users, and admin users.
- End users: Think of your product end-users with high net promoter scores (NPS) or high product usage. Also, trial users if it makes sense for your business.
- Key prospects: Here, you’ll have your Open Opportunity contacts, and Closed Lost Opportunity contacts. Make sure these prospects have made it far enough into a deal cycle to be familiar with your solution
Filter for the most relevant job changes
Not all job changes are created equally.
You want to surface only the most relevant signals or job changes to your team. Why? They start to ignore these leads if there’s too much noise.
We recommend setting up two filters:
- ICP criteria: Filter the job changes using firmographic, technographic criteria such as employee count, geography, revenue, tech stack, etc.
- Target persona: Filters here include job function and seniority. Don’t forget to account for title keyword inclusions and exclusions.
These two filters ensure your job change lists aren’t flooded with irrelevant job change alerts.
<div class="pro-tip">Pro tip: use UserGems AI to automatically define ICP and Persona based on what has been successful historically.</div>
Send prospects the right message when they change jobs
Auto-enroll the new contacts to personalized sequence based on the following criteria:
- Their current persona
- Their current company type
- Any additional 1st and 3rd party signals like past product usage and company intent data
<div class="pro-tip">Pro tip: add a gifting step to increase response rates!</div>
These messages can look something like:
Notify the right rep of any actions to be completed
After messaging your champion with a ‘congrats!’ email, send a notification via Slack or email to the account owner.
<div class="pro-tip">Pro tip: automate the first message to prevent too much time passing between job change and first touch.</div>