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Open opportunity champion leaves account

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.
Recommended for
Account Executives
Sales
Last Updated on:
April 19, 2024
open-opportunity-champion-leaves-account

1. Notification: SMARTe sends an email or notification to the account owner.

Example: Heads up! It appears that JOE at COMPANY recently left. Check their {{LinkedIn URL}} to confirm.  

2. Automated Sequence that will be created in your Sales Engagement Tool.

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