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The Customer-First Toolkit: How I meet 500+ customers a year as a CEO
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Prospective client

Sales team: Want me to nudge a client before they buy? Queue up an email from the CEO!
My approach to prospective clients
I relish the chance to meet companies considering a Gainsight purchase. It gives me a chance to learn what the market is thinking, allows me to help set expectations with clients before they buy, and enables me to help our Sales team in a small way. Here’s an example of a previous exchange:
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How to queue up a CEO nudge for a prospective client
This process used to be very manual. The sales team would identify client execs, my assistant would prepare a draft for me in Gmail, and then I would personalize the message before sending. But now we can do this all in one step!
So to all our Sales team, if you have a prospect you’d like me to nudge, just add them to this table, pick which of my templates you’d like to use (it defaults to
@Prospective client
which is my standard for new clients), and click create draft. I’ll take care of the rest from my inbox.
Apply all templates
Create all drafts
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Recipient First Name
Recipient Email
Sender first name
Email template
Apply template
Email body
Email subject
Bcc
Cc
Preview
Create draft
Reset
1
Rhys
rhys.hawkins4@golddex.com
Nick
Prospective client
Hi Rhys, I’m the CEO here at Gainsight...I hope we may connect soon. I know you have been working really closely with Daisy but I wanted to personally reach out because we are really excited about the potential to bring you on board as a customer. It looks like things are trending well, but please let me know if you have any questions. Thanks, Nick
Gainsight CEO Connect *
2
Tyrone
tyrone.lowe6@warephase.com
Nick
Prospective client
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