46 lines
2.3 KiB
Plaintext
46 lines
2.3 KiB
Plaintext
* INTERNAL STAKEHOLDER NOTE
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** Instructions:
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- THIS FIRST PART IS JUST YOUR NOTE TO OUR INTERNAL STAKEHOLDER (but you'll send both the internal and external part in the whole email) i.e. Steve, Easton, myself) This is your opportunity to fill them in about any details that can make their conversation be successful.
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@code markdown
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Hi {{exec}},
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Below is a note for you to send to check in with an exec at Account Name. This outreach is because we've had limited engagement with this exec.
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- Customer Name: ABC Company
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- ARR: $32,000
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- Renewal: 11/3/23
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- Contact Title/Name: Jessica Rabbit - Chief Learning Officer
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- This account recently launched their academy and is really excited about all that they can do with CE. They've even requested another instance.
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- They've shared some frustrations that we don't have silent publishing
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- Their renewal is coming up on November 3rd and we want to establish ATL Exec Sponsorship
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- They were just acquired by Company XYZ and we want to ensure there's no risk to the renewal
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- Jessica was just promoted to Chief Learning Officer in June
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@end
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* EXTERNAL EMAIL TO SEND FROM EXEC
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** Instructions:
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- The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their
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email and send it to the contact you've provided.
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@code markdown
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To: [CONTACT EMAIL] <-- Fill this in for the Exec
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Subject: Gainsight | {AccountName}: Exec Check-in <-- Fill this in for the Exec
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Hey [CONTACT FIRST NAME], <-- Fill this in for the Exec
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Thanks for being an awesome Northpass customer - we love serving [Company Name] and being part of your customer education journey.
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[CSM Name] is having a blast working with you and is excited about the evolution of your learning program.
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As the former founder and CEO of Northpass, and now Gainsight's new SVP of Strategy for Customer Education, I'm keen to hear your feedback on our product and services and would love to know more about your vision for your learning program as you plan for the future.
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That said, I'd love to meet you! Can we find 30 minutes for a Zoom over the next few weeks? Feel free to propose a time. Or, use this link to my calendar to book a time directly.
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I am looking forward to it!
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Take care and best,
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{{ exec }}
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@end
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