Scenario
Trigger
Single contact on opportunity with no additional contacts added in the first seven days after opportunity creation.
Actions
Find additional contacts at the account.
Send a follow-up sequence from account executive.
[product name]
Hi [first name],
I’ve been speaking with some of your colleagues at [account name], and I wanted to reach out to introduce myself and make sure you’re aware of how we can help your team as well.
While my conversations so far have been with your [department] teams, we just recently released a platform specifically designed for [department].
With [product name], you’ll have access to:
Feature 1
Feature 2
Feature 3
As I mentioned, I’ve been meeting with some of your colleagues, but I’d be happy to loop you in on those conversations if you’re interested. Would sometime early next week work?
Best, [first name]