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
Subject: We’ve met before?!
Hello {First Name},
Congratulations on your new role!
It seems you may have evaluated YOUR COMPANY during your tenure at PAST COMPANY. Does YOUR COMPANY ring any bells from that time? Either way, I trust everything is going smoothly at NEW COMPANY.
Step 2 | Day 6 | LinkedIn Follow or Connect
Step 3 | Day 18 | Email
Subject: Re: We’ve met before?!
Given your prior interest at PAST COMPANY, would it be worthwhile exploring YOUR COMPANY at NEW COMPANY?
As a recap, YOUR COMPANY offers [include a relevant customer story].
Step 5 | Day 22 | Call
Step 6 | Day 24 | Email
Subject: Re: We’ve met before?!
Just like you, {First Name}, [insert common problem statement for their role]. Here's how YOUR COMPANY can address your needs: [include your messaging and link to a relevant customer story or research study]. If you believe there could be interest at NEW COMPANY, similar to what we saw at PAST COMPANY, could we arrange a discussion?
Step 7 | Day 24 | LinkedIn Interaction with Post
Step 10 | Day 36 | Email
Tip: Inject humor that complements your subject line and email content.
Subject: Re: Me from YOUR COMPANY
I understand you're likely swamped. I'm just checking in to gauge your interest in [highlight your value proposition] and whether we could assist. Is now a bad time, or is it not relevant to you?
Best regards,
[Your Name]
P.S: [Include any incentives your company offers]
Step 11 | Day 36 | LinkedIn Interaction with Post
Step 12 | Day 50 | Email
Hi {First Name}, I hope I wasn’t an overkill. Considering your prior evaluation at PAST COMPANY, I thought it appropriate to reconnect. If now isn't an opportune time, I completely understand. Here are some [insert helpful company resources]. Feel free to reach out if you ever need assistance, whether it's related to YOUR COMPANY or otherwise.
Take care,
[Your Name]
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