My approach to prospective clients
I relish the chance to meet companies considering a Gainsight purchase. It gives me a chance to learn what the market is thinking, allows me to help set expectations with clients before they buy, and enables me to help our Sales team in a small way. Here’s an example of a previous exchange:
How to queue up a CEO nudge for a prospective client
This process used to be very manual. The sales team would identify client execs, my assistant would prepare a draft for me in Gmail, and then I would personalize the message before sending. But now we can do this all in one step!
So to all our Sales team, if you have a prospect you’d like me to nudge, just add them to this table, pick which of my templates you’d like to use (it defaults to which is my standard for new clients), and click create draft. I’ll take care of the rest from my inbox.