Messaging Best Practices
Summary
UserGems has recommended playbooks along with out of the box pre-built playbooks within your UserGems account for helping your team execute on buying signals. As your team reviews these and sets up for your use case, here a specific best practices and recommendations:
Past Company for Past Champion Signal
- This text in the playbooks refers to 'UG - Past Company' which UserGems generates for every job changer
- This enables personalization at scale and is a key differentiator as it shows the prospect that you know about your prior relationship
- We recommend ensuring this is used in many steps in the sequences as well as dynamically generated from variable field mapping
- Customer story from Mimecast on impact of following our playbooks
- Please note the highly relational nature of the messaging related to incorporating this dynamic value!
Cadence Spacing
- Especially for recent job changes, we recommend many days between the early steps in sequence to align with a new hire experience (e.g., 1st email on day 1 and 2nd email on day 15)
- This spacing recommendation is applicable for all new-in-role prospects
- This spacing recommendation is applicable for all new-in-role prospects
- For prospects not new in role (started 3+ months ago), but with other signals present you do not need to follow the gap in 1st and 2nd email as recommended above.
Cadence Length
- Related to the new job change, UserGems stresses longer sequences (~50 days) that aligns with an onboarding experience and increases the surface area of opportunity for it to be the right time for the prospect
- UserGems recommends 10-12 steps in sequence to accompany to the overall duration for all signals. These steps should be a combination of emails, LinkedIn and phone calls.
- Our data shows 60% of responses come from actions 4-12 in a sequence, and industry data suggests the tail is increasing in required volume of steps
Automation
- We recommend automating UserGems into sequences, even if the first step is manual, which reduces rep task time and speed to lead action (i.e., let them opt contacts out, rather than require them to opt-in)
- Customer story from SeekOut includes a comment on their SMB automation strategy and more high touch approach with MM & ENT
Bottleneck Considerations
- Our recommendations involve multi-channel communication (email, phone, LI)
- After you've launched the playbooks, we encourage reviewing performance for full completions and reviewing if any manual steps or particular actions are blockers for completion
Gem-E, UserGems AI Agent
To always ensure best practices are met along with dynamically personalizing all emails based on signals, we recommend turning on UserGems AI Agent Gem-E. This can be used fully automated (Auto-Pilot) or with manual review from your sales team (Co-Pilot).
- Automatically generate personalized emails directly in cadences
- Never send the same email twice - all emails are based on a prospect's custom combination of signals which helps with deliverability rates.
- Reps can edit and review messages or messages can be automatically sent on their behalf.
Objection Preparation
- UserGems has resources (watch out for our webinars) on prepping the team for most common objections with UserGems ("too soon," "not the right person," etc…) which should be anticipated and planned for how to adjust and approach