1. General
1.1. 6 accounts as of 16 September, 2024
1.1.1. Manilla LT
1.1.1.1. 7 email addresses
1.1.1.2. F2F outreach possible
1.1.2. Petals and Peacocks
1.1.2.1. 1 email address
1.1.3. Roi De Tout
1.1.3.1. 1 email address
1.1.4. FiveNice Collective, LLC
1.1.4.1. 1 email address
1.1.5. BIQU
1.1.5.1. 4 email addresses
1.1.6. Slowood
1.1.6.1. 5 email addresses
2. Ideas
2.1. Call to support/info number first and confirm contact name and email
2.2. Send emails to all (?) contact emails in each company
2.3. Call (via Hubspot) if emails are not successful
2.4. Message via contact form/ Messenger/ LinkedIn
2.5. An automated series of emails
2.5.1. Benefits + encouragement of CSM
2.5.2. Ask for primary contact info
2.5.3. Preferred mode of contact
3. Outreach Process
3.1. Not contacted, dark accounts identified
3.1.1. Intercom
3.1.2. Call (HubSpot)
3.1.2.1. CONFIRM primary contact information via HubSpot, Console or company website (initial call might be required)
3.1.2.1.1. CALL primary contact
3.1.3. Alternative Outreach Options
3.1.4. Email Automation (Omnisend App)
3.1.4.1. Account manually added to Segment 1
3.1.4.1.1. 1st EMAIL sent out
4. Clarifications
4.1. Colors
4.1.1. -
4.1.1.1. Manual action
4.1.2. -
4.1.2.1. Successful outreach
4.1.3. -
4.1.3.1. Automated action
4.1.4. -
4.1.4.1. Outreach path
4.1.5. -
4.1.5.1. Waiting
4.1.6. -
4.1.6.1. Account exits outreach path
4.2. Segment Description
4.2.1. 1
4.2.1.1. Not contacted, dark accounts
4.2.2. 2
4.2.2.1. Dark accounts who responded to outreach (manual or automated)
4.2.3. 3
4.2.3.1. Dark accounts who wish to discontinue communication
4.2.4. Reactivated
4.2.4.1. Dark accounts who responded to outreach with interest and who wishes to be contacted by CSM
4.2.5. Alternative Outreach
4.2.5.1. Dark accounts who didn't respond to neither modes of communication
5. What to do
5.1. Double check + add info/sales/marketing email on website
5.2. Brainstorm with ChatGPT
5.2.1. Strategy, plan, to do, email content
5.3. Create email template
5.3.1. Ask for preferred contact (name, email)
5.3.2. CSM Encouragement
5.3.3. More personal tone than the CSM allocation emails
5.3.4. A 3-piece email series (automation)