Hey everyone - I haven't had current customers that I didn't sell the initial deal to in my patch in a pretty long time and I just inherited like 12. What do your intro emails look like for these accounts?
Current customers
8
braintank
Politicker
4
Enterprise Account Executive
Hi, I'm new. Here's what I know so far. How are things going? Anything we can do to improve?
Beans
Big Shot
1
Enterprise Account Executive
Beauty, then hop on a call fill in the gaps, build some rapport and expand those bad boys.
saaster
Fire Starter
0
Account Executive
Love that - super simple.
buckets1
Politicker
2
AE
Did the previous rep leave the company? In those scenarios I like placing a phone call. “Hi, calling with some news about your account. XYZ has left the company, I’ve been assigned as your rep going forward.” Then gauge the temperature on the previous rep. No matter how good or bad they were some customers will have loved them, some will have hated their guts, and many will be in the middle.
Love = ask what they loved about them that you can replicate
Neutral = proceed as normal
Hate = “Thanks for the transparency, let’s fix this going forward.” Be the hero!
Love = ask what they loved about them that you can replicate
Neutral = proceed as normal
Hate = “Thanks for the transparency, let’s fix this going forward.” Be the hero!
NotCreativeEnough
Big Shot
1
Professional Day Ruiner
Just keep it simple. Hi I’m name. I’m the new rep over here at company to handle your account. I just wanted to reach out and introduce myself in case you have any questions or need help with anything.
peachykeen
Politicker
1
sae e-commerce
As mentioned, be up front. Transparent. It’s ok you’re new to them. But you want to gain their trust. They’re just people. Introduce yourself in person if that’s plausible; face with a name usually helps.
Sunbunny31
Politicker
1
Sr Sales Executive 🐰
Agree with the consensus. Introduce yourself and ask to meet and review the account.
Diablo
Politicker
1
Sr. AE
It's a good idea to ask them for a quick chat to intro yourself and understand good/bad/ugly from them
saaster
Fire Starter
0
Account Executive
Y’all rock! Turns out I was wayyy overthinking this!
Upper_Class_SaaS
Politicker
0
Account Executive
KISS - Keep it simple stupid. Don't overthink it, intro yourself as their new POC and get a meeting set to chat
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10 comments