Contact look-alike prospects

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Scenario

When a new company signs on as a customer, it’s smart business to find look-alike prospects that might also benefit from your product. Every time you close a deal, your sales team should immediately identify prospects that face the same challenges as the new customer. Once a list is compiled, the sales team can begin an email sequence to introduce the product and even promote that a competitor just signed on as a client.

Trigger

• New deal closed

Actions

• Research similar companies to the one that closed the new deal
• Email those other companies as part of a sequence to introduce the product