1. Notification: SMARTe sends an email or notification to the account owner.
Example: A new match for your ICP/persona within your target account.
Attention! John Smith, the new TITLE at COMPANY, has recently joined your account.
New executives allocate 70% of their budget within the first 100 days, making this an opportune moment to engage.
Reach out using the "New Executive Joined ICP Account" sequence.
2. Automated Sequence that will be created in your Sales Engagement Tool.
Step 1 | Day 1 | Task
Research:
Explore the company's website and latest news to discern their strategy.
Examine other prospects to understand the focus of this executive's position.
Step 2 | Day 1 | Email:
Subject: Congratulations, {First Name}!
As you settle into your new position, I'd like to offer you some valuable content, such as "The First 90 Days as a CRO," which many [Title] have found beneficial.
I'll reconnect in a few weeks to discuss any assistance I can provide [insert short value proposition].
In the meantime, here's a small token to help kickstart your success.
Best regards,
Step 3 | Day 15 | LinkedIn Follow or Connect
Step 4 | Day 15 | Email
Subject: Re: Congratulations, {First Name}!
Hello {First Name},
Have you had an opportunity to review the [insert guide]?
I believe this section could be particularly relevant to COMPANY due to [include research from step 1 regarding the company's objectives or this role].
Our company collaborates with businesses like [insert similar customers] to [insert your value proposition].
Would you be open to a brief discussion?
Step 5 | Day 17 | Call
Step 6 | Day 21 | Email
Recommended Framework:
- [Introduction]: For instance, are you experiencing challenges similar to [insert common problems you help solve for similar personas]?
- Problem Statement: The market demands increased output despite challenging conditions. Achieving more with fewer resources is becoming the norm.
- [Solution]: We specialize in converting job transitions into revenue.
- [Call to Action with Offer]: Shall I send you the playbook?
Step 7 | Day 24 | Call
Step 8 | Day 25 | LinkedIn Message
Step 9 | Day 28 | Email
Subject: Re: Congratulations, {First Name}!
Hello {First Name},
Could you spare a moment to consider ACME?
I'm eager to hear your insights on whether ACME aligns with COMPANY's objectives for the year.
Based on my understanding, [include any research notes about this account to personalize your message].
Or perhaps you could provide feedback on my outreach efforts? I'm open to suggestions.
Step 10 | Day 29 | Call
Step 11 | Day 29 | Interact with LinkedIn Post
Step 12 | Day 32 | Email
Subject: Re: Congratulations, {First Name}!
Hello {First Name},
[Optional: insert an appropriate & relevant gif or meme]
I understand you're likely quite busy. I'm simply gauging your interest in [insert how your company provides value] and whether we can be of assistance.
Is this not the right time, or is there simply no interest?
Step 13 | Day 33 | Call
Step 14 | Day 36 | Email
Subject: Did JOE leave COMPANY?
Hi {First Name},
I noticed that JOE no longer seems to be working with COMPANY.
I had a great time working with JOE and I’m sure you miss his company.
I understand you might still be busy with staying on top of everything. Considering this and ensuring continuity with the YOUR COMPANY evaluation, please let me know if there is anyone I should involve.
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