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VP or director check-in on open opportunities

Scenario

At critical points in the sales cycle, send communications to the buyers from a director or VP introducing themselves, offering support and answers, and encouraging deal movement. This keeps the opportunity fresh in the buyer’s mind and offers the opportunity to raise questions and concerns. As the deal ages, leadership check-ins can become more direct to determine whether the opportunity is progressing. 

Triggers 

  • 14-, 30-, and 60-day checkpoints in the sales cycle (or other points based on your sales cycle)

Actions 

  • Send an email relevant to the lifecycle of the opportunity from a VP or director