- For: Account Executives (Sales), Account Managers
- Good for multi-threading and deal acceleration
Send notification via email or Slack to the Opp owner
Example Slack notification from UserGems:
[TEMPLATE-START]
💎 UserGems: Worked at Customer > joined Open Opp account 💎
Heads up! John Smith worked at PAST COMPANY and recently joined COMPANY.
- Name: John Smith| New work email | LinkedIn URL
- Past company:
- Past title:
- Past relationship
- New company:
- New title:
- Job started date:
Important: It looks like COMPANY already has an open opp. It's unclear how familiar John was with ACME at PAST COPANY. Consider sending them the below email👇 to help with multi-threading.
[TEMPLATE-END]
[TEMPLATE-START]
<div class="email-header">
<h6>Subject:</h6>
<div>We miss you at PAST COMPANY</div>
</div>
Body:
Hi {First Name},
I saw that you joined COMPANY coming from PAST COMPANY. PAST COMPANY is a customer of ours here at ACME so I was curious if you came across us during your time there?
I'm currently speaking with [insert colleague's name] at COMPANY to bring ACME onboard, so would love your perspective if ACME rings a bell.
Either way, all the best if your new role.
[TEMPLATE-END]