Playbooks
SDRs
Pipeline

New Executive Arrivals at Target Accounts

Best practices and templates for using executive arrivals to convert target accounts into real opportunities

Overview

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Entry Criteria

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Action

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Why it works

Setup

While we can’t predict timing – know new executives are actively building a plan of action. Whether or not you engage the new exec it is a signal that the appetite for change at a given company is hire. You can use this intel become part of those strategic discussions. 

This playbook serves as a strategic, actionable guide for creating new opportunities when a new executive joins your target account.

Key Account Stakeholders to engage:

  • Champify contacts (if available)
  • Other warm contacts  (if available)
  • Other relevant contacts
  • New Exec/New Arrival

Best Practices