Follow-up play

Deal quiet for two weeks? Restart it with something new.

Written byGeorge EzennaCloudTrucksUsesSalesforceGmail
How it runs
  1. Starts
    An open deal has no reply, meeting or activity for 14 days.
  2. Step 1
    Spot the silence

    Cardinal flags the deal and tells the owner what happened last.

  3. Step 2
    Find a reason to write

    It looks for something new at the account: a hire, a launch, a quarter closing.

  4. Step 3
    Draft the nudge

    A short email built on that news, never “just checking in.”

    ToLeo Park, VP Sales at PennantSubjectcongrats on austin!

    Hey Leo!

    Congrats on opening the Austin office! Last time we chatted, ramping new reps was the blocker, and a whole new office probably makes that more urgent :)

    Still a priority for Q1, or should I check back later?

    -Devi

  5. Step 4
    Go wider

    No reply in a week, and Cardinal drafts a note to a second contact on the deal.

Playbooks

A seller laughing on the phone
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