Scenario
When an opportunity has been in limbo for a few months with no decision, revive it through outreach from your leadership team. By leveraging the credibility of your company leaders, you can get prospects to provide a ‘yes or no’ answer on continuing to pursue your solution.
Sending automated messaging from leadership can also save time by creating a sense of urgency for the buyer to
respond. Even if the prospect doesn’t want to continue—or can’t be convinced—getting a definitive answer allows you to move on and focus your efforts on companies that are more likely to buy.
Trigger
- Aged deal (example: 2-3 months of no decision) at end of month, quarter, or year
Action
- Automated email sent via sales leader