Use this playbook below when a contact associated with an open sales opportunity moves to a new company. The below playbook can be created as a sequence in your Sales Engagement tool, or you can use the below template when a contact leaves and open opportunity reach out to other stakeholders to avoid losing momentum on the opportunity.
Past decision-maker joins ICP account
Use this playbook when your champion or a decision maker in an open opportunity has joined an ICP account.
Sales Development
Account Executives
Marketing
1. Notification: SMARTe sends an email or notification to the account owner.
Example: Heads up! JOE, who was a decision-maker at an open opportunity with us while at PAST COMPANY, has joined NEW COMPANY. Check if they might want to pick up the conversation with YOUR COMPANY at their new company.
2. Automated Sequence that will be created in your Sales Engagement Tool.
Step 1 | Day 1 | Email
Step 2 | Day 6 | LinkedIn Follow or Connect
Step 3 | Day 18 | Email
Step 5 | Day 22 | Call
Step 6 | Day 24 | Email
Step 7 | Day 24 | LinkedIn Interaction with Post
Step 10 | Day 36 | Email
Tip: Inject humor that complements your subject line and email content.
Step 11 | Day 36 | LinkedIn Interaction with Post
Step 12 | Day 50 | Email
Recent Playbooks
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