Content types
Use cases
Features
Engage new hires at key accounts within their first two months (but avoid reaching out in their very first month on the job, as they are just wrapping their heads around the new role!).
They are most likely reviewing software and systems, which makes targeting people who just changed jobs a prime opportunity. Early outreach lets you shape their agenda and secure deals before competitors.
| DAY 1 Manual email | Hi {{ first_name }}, Congrats on your new role as [NEW JOB TITLE]. That’s exciting, and very well-deserved. We usually work with [NEW JOB TITLE] to help them with [PAIN POINT]. Does this resonate with you? If so, it would be great to talk about how we can help and see if it would make sense to work together. Either way, congrats again! And hope you pop some champagne tonight! Cheers, [SIGNATURE BLOCK] |
| DAY 1 Call + voicemail | Call script: Hey {{first_name}}, I know you weren't expecting my call, do you have a moment? I promise to be brief. I just saw you’re in a new role! Congrats! It’s [YOUR NAME] from [YOUR COMPANY]. We’re helping other [NEW JOB TITLE]s at similar companies like yours with [VALUE PROP]. Is this something that’s on your radar in the near future? Leave voicemail: Hey {{first_name}}, Congrats on moving to [NEW JOB TITLE]. We usually work with [NEW JOB TITLE]s to help them with [PAIN POINT]. Does this resonate with you? If so, it would be great to talk about how we can help and see if it would make sense to work together. I’ll drop you an email as well, so feel free to call or email me back and we’ll find some time on our calendars to get into more detail. |
| DAY 4Linkedin connection | <Leave blank> |
| DAY 7 Automatic email | Hi {{first_name}}, We’re helping [NEW JOB TITLE] at companies in your industry, by [VALUE PROP]. I’m curious if that’s one of your top initiatives going into the next couple of months? Let me know if/how I can support you in your new role! Best, [SIGNATURE BLOCK] |
| DAY 7Call | See call script in first call step |
| DAY 10Linkedin message | Congrats on the new gig, {{ first_name }}! Let me know how I can help support you in your new role. I’m excited for you, and want to be a resource—now or in the future—if I can be. |
| DAY 12Automatic email | Hi {{first_name}}, I’m excited for you in your new role and want to be a resource—now or in the future! Seems like now is not the right time? Whenever you are, you know where to find me! :) |
| DAY 1 Manual email | Hi {{ first_name }}, Congrats on your new role as [NEW JOB TITLE]. That’s exciting, and very well-deserved. We usually work with [NEW JOB TITLE] to help them with [PAIN POINT]. Does this resonate with you? If so, it would be great to talk about how we can help and see if it would make sense to work together. Either way, congrats again! And hope you pop some champagne tonight! Cheers, [SIGNATURE BLOCK] |
| DAY 1 Call + voicemail | Call script: Hey {{first_name}}, I know you weren't expecting my call, do you have a moment? I promise to be brief. I just saw you’re in a new role! Congrats! It’s [YOUR NAME] from [YOUR COMPANY]. We’re helping other [NEW JOB TITLE]s at similar companies like yours with [VALUE PROP]. Is this something that’s on your radar in the near future? Leave voicemail: Hey {{first_name}}, Congrats on moving to [NEW JOB TITLE]. We usually work with [NEW JOB TITLE]s to help them with [PAIN POINT]. Does this resonate with you? If so, it would be great to talk about how we can help and see if it would make sense to work together. I’ll drop you an email as well, so feel free to call or email me back and we’ll find some time on our calendars to get into more detail. |
| DAY 4Linkedin connection | <Leave blank> |
| DAY 7 Automatic email | Hi {{first_name}}, We’re helping [NEW JOB TITLE] at companies in your industry, by [VALUE PROP]. I’m curious if that’s one of your top initiatives going into the next couple of months? Let me know if/how I can support you in your new role! Best, [SIGNATURE BLOCK] |
| DAY 7Call | See call script in first call step |
| DAY 10Linkedin message | Congrats on the new gig, {{ first_name }}! Let me know how I can help support you in your new role. I’m excited for you, and want to be a resource—now or in the future—if I can be. |
| DAY 12Automatic email | Hi {{first_name}}, I’m excited for you in your new role and want to be a resource—now or in the future! Seems like now is not the right time? Whenever you are, you know where to find me! :) |
