New AE, old opportunities

Hi everyone, first time poster here. I'm slowly transitioning from a BDR role to AE at a small startup, more out of necessity rather than performance, which has been rocky since I started.


My boss who is also the CEO has tasked me first with trying to go after a bunch of old opps from the AEs who left, most haven't been followed up with in a year or more.


Many of these opps have little info to go off of, so I'm thinking of starting from scratch and just trying to penetrate these accounts as if brand new. For the opps that did have detailed notes, I have been following up with the relevant people and pointing out that previously our teams had been working on a project with the priorities that they had indicated, although it's been crickets in terms of responses.


I was just wondering if there was any general advice this community had for dealing with these sorts of situations. Keep in mind these are not closed lost deals, just deals that never really evolved much (my guess is that since most of the notes aren't helpful, the previous AEs didn't really do thorough discovery).


Thank you!

🔎 Prospecting
👑 Sales Strategy
9
Gasty
Notable Contributor
7
War Room Community Manager
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I'd start with contacts where notes are present, and those people are in the same company. These are the most receptive leads you have. Use this hook:
"𝐇𝐞𝐲, 𝐌𝐨𝐣𝐨𝐉𝐨𝐣𝐨. 𝐋𝐚𝐬𝐭 𝐲𝐞𝐚𝐫, 𝐲𝐨𝐮 𝐞𝐱𝐩𝐫𝐞𝐬𝐬𝐞𝐝 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐢𝐧 𝐝𝐞𝐯𝐢𝐬𝐢𝐧𝐠 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐭𝐨 𝐜𝐚𝐩𝐭𝐮𝐫𝐞 𝐭𝐡𝐞 𝐏𝐨𝐰𝐞𝐫𝐩𝐮𝐟𝐟 𝐆𝐢𝐫𝐥𝐬, 𝐛𝐮𝐭 𝐨𝐮𝐫 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧𝐬 𝐝𝐢𝐝𝐧'𝐭 𝐩𝐫𝐨𝐠𝐫𝐞𝐬𝐬. 𝐒𝐢𝐧𝐜𝐞 𝐭𝐡𝐞𝐧, 𝐰𝐞 𝐡𝐚𝐯𝐞 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐝 𝐚 𝐭𝐨𝐨𝐥 𝐭𝐡𝐚𝐭 𝐜𝐚𝐧 𝐜𝐚𝐭𝐜𝐡 𝐚𝐥𝐥 𝐭𝐡𝐫𝐞𝐞 𝐰𝐢𝐭𝐡𝐢𝐧 𝐚 𝐝𝐚𝐲. 𝐂𝐮𝐫𝐢𝐨𝐮𝐬 𝐭𝐨 𝐟𝐢𝐧𝐝 𝐨𝐮𝐭 𝐡𝐨𝐰?"

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If previous contacts have left promising accounts, find new contacts on LinkedIn, add them to CRM, and use this as messaging:
"𝐅𝐮𝐳𝐳𝐲𝐋𝐮𝐦𝐩𝐤𝐢𝐧𝐬, 𝐥𝐚𝐬𝐭 𝐲𝐞𝐚𝐫 𝐈 𝐜𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐟𝐨𝐫𝐦𝐞𝐫 𝐜𝐨𝐥𝐥𝐞𝐚𝐠𝐮𝐞 𝐌𝐨𝐣𝐨𝐉𝐨𝐣𝐨 𝐨𝐧 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐭𝐨 𝐜𝐨𝐫𝐧𝐞𝐫 𝐭𝐡𝐞 𝐏𝐨𝐰𝐞𝐫𝐩𝐮𝐟𝐟 𝐆𝐢𝐫𝐥𝐬. 𝐈𝐭 𝐬𝐞𝐞𝐦𝐬 𝐌𝐨𝐣𝐨 𝐡𝐚𝐬 𝐝𝐞𝐩𝐚𝐫𝐭𝐞𝐝 𝐓𝐨𝐰𝐧𝐬𝐯𝐢𝐥𝐥𝐞 𝐭𝐨 𝐬𝐞𝐞𝐤 𝐨𝐮𝐭 𝐧𝐞𝐰 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬. 𝐈 𝐧𝐨𝐭𝐢𝐜𝐞𝐝 𝐲𝐨𝐮𝐫 𝐚𝐩𝐩𝐚𝐫𝐞𝐧𝐭 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐢𝐧 𝐨𝐮𝐭𝐬𝐦𝐚𝐫𝐭𝐢𝐧𝐠 𝐁𝐥𝐨𝐬𝐬𝐨𝐦 𝐨𝐧 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧. 𝐎𝐩𝐩𝐨𝐬𝐞𝐝 𝐭𝐨 𝐞𝐱𝐩𝐥𝐨𝐫𝐢𝐧𝐠 𝐡𝐨𝐰 𝐰𝐞 𝐜𝐨𝐮𝐥𝐝 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐭𝐡𝐢𝐬 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫?"

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Accounts that are neither interesting nor have the contacted leads from past, can be considered cold. Add new prospects and execute a sequence of emails conveying:
"𝐎𝐯𝐞𝐫 𝐲𝐨𝐮𝐫 𝐢𝐥𝐥𝐮𝐬𝐭𝐫𝐢𝐨𝐮𝐬 𝐜𝐚𝐫𝐞𝐞𝐫, 𝐲𝐨𝐮'𝐯𝐞 𝐜𝐚𝐩𝐭𝐮𝐫𝐞𝐝 𝐬𝐮𝐩𝐞𝐫𝐡𝐞𝐫𝐨𝐞𝐬 𝐨𝐟 𝐚𝐥𝐥 𝐬𝐨𝐫𝐭𝐬, 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐁𝐚𝐭𝐦𝐚𝐧, 𝐖𝐨𝐧𝐝𝐞𝐫 𝐖𝐨𝐦𝐚𝐧, 𝐚𝐧𝐝 𝐒𝐜𝐨𝐨𝐛𝐲 𝐃𝐨𝐨. 𝐇𝐨𝐰 𝐚𝐛𝐨𝐮𝐭 𝐰𝐞 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐚𝐝𝐝 𝐭𝐡𝐞 𝐏𝐨𝐰𝐞𝐫𝐩𝐮𝐟𝐟 𝐆𝐢𝐫𝐥𝐬 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐥𝐢𝐬𝐭?"

Good luck!
ThatNewAE
Big Shot
1
Account Executive - Mid enterprise
What fruits do you prefer - to get these creative juices out ? Asking for a friend.
pirate
Big Shot
1
🦜☠️ Account Executive
I love these examples
cr275standrews
Contributor
0
AE
Thank you!
PhlipOut
Politicker
4
Account Executive
if they are a year old with no movement they might as well be closed lost.
deals are like fish. once they stop moving too long they start to stink.

i think you're looking at it the right way. reach out to past contacts to see if their problems are still relevant or not, but don't hold your breath. if not close and treat as net new
cr275standrews
Contributor
0
AE
OK. Thanks a lot!
FinanceEngineer
Politicker
3
Sr Director, sales and partnerships
It’s technically a warm contact. Reach out to anyone listed, introduce yourself, and let them know that you are taking over. Show your knowledge of the product/space, and just get some time on the calendar. Shots on goal are what you are looking for.
pirate
Big Shot
2
🦜☠️ Account Executive
Are the opps closed or open?
If closed - reach out and see if there's response like you are doing and DOCUMENT your progress. If doesn't have notes then put notes on it. Log everything. Keep track of what you do.

If open - again same thing and mark as closed lost.

Your CEO is probably checking how you're adapting to the new AE role

Sounds like you're nailing it. Maybe come up with some things that could help the CEO even more
cr275standrews
Contributor
1
AE
Got it, thanks for the feedback!
oldcloser
Arsonist
2
💀
If the names are new, but titles the same, the intro is easy. “Have you taken over for X? We had a project I process and I’d like to bring you up to speed.”

If the names and titles are the same, this one has served me pretty well: “Hey, I’ve just taken over for XAE. He’s no longer with us. I mean… he’s still alive- just no longer with US. We’ve got some deliverables…” and roll from there.
Sunbunny31
Politicker
3
Sr Sales Executive 🐰
Yes, this mixed in with what PhlipOut said - you have a couple of approaches here.

I'd also go through the process of checking SalesNav or ZoomInfo for additional contacts or roles, as there may be additional people to reach out to and connect with.

Honestly sounds like you're on the right track.
cr275standrews
Contributor
2
AE
Yes, I've been using Sales Nav to look for additional people laterally in the orgs. Cheers!
CuriousFox
WR Officer
1
🦊
Also the company's website should have leadership updated 😎
cr275standrews
Contributor
2
AE
Haha that's a good one "he's still alive" - hopefully that gets a chuckle or two!
oldcloser
Arsonist
0
💀
Drops the tension level a bit anyway 🤷🏻‍♂️
Maximas
Tycoon
2
Senior Sales Executive
Do endorse what your boss said, as I believe that's the only way to wake up these semi dead deals, and I guess that the old fellas would understand and support!
cr275standrews
Contributor
0
AE
Sounds like a plan! :)
Justatitle
Big Shot
0
Account Executive
coming in fresh to previously stalled opps is almost the same as net new, the DMs and buyers have already forgotten about you and it's a great way to re-ignite convos. chances are the timing was off in most cases and there's a few there that have legs to them
SoccerandSales
Big Shot
0
Account Executive
Usually my play is to reach out, introduce what their problem was back then/if we have a new way to solve it, and ask to connect to discuss if now is a better time. In my eyes, don't need to be over thinking it too much
cr275standrews
Contributor
0
AE
Thank you!
0
Account Executive
This is a great situation to be in. You have ICP and more importantly, contact details that you can approach and qualify. Treat all as Qualification Calls. IMHO it is always much easier working old names than finding new ones. IMHO you have a Gold Mine.
cr275standrews
Contributor
0
AE
Got it, thanks.
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