Signal-Based playbooks

Enterprise Consolidation

Detect companies with many people using your product.
Identify people who must regroup those licenses into a shared company-level account.
Engage with them with one click.
All directly from the tools sellers already use every day.

There Is So Much Value You Can Bring To Those Accounts. Go Get Them!

1️⃣ Identify accounts with multiple stand alone licenses

Let MadKudu Copilot surface the accounts with the highest potential to upgrade to another plan based on the number of existing users.

Identify companies about to renew with your competitors image
2️⃣ Identify the person responsible for creating a shared company-level account

The team manager and the IT team will want these users to collaborate on a company-managed plan.

Leverage the Apollo and ZoomInfo integrations directly from MadKudu Copilot and add the contacts you need to Salesforce in a click.

Identify the decision makers to engage with, even if they are not in Salesforce yet
3️⃣ Engage those leads with a highly customized email
  • Let them know x people are using our product.
  • Highlight the benefits of using the company level plan.
  • Ask them if they’re interested in a live demo and share your calendar with them.
  • Send this in a click, directly from the tools sellers already use every day.

    Engage those contacts with an email explaining why your solution is different.
    Hunter Romano, Senior Account Executive at Lucid
    Lucidchart logo

    "Reviewing an account like this, where multiple users are spread across two team accounts, presents a clear opportunity. I can initiate a conversation about consolidation or security, and question whether their current setup is intentional, mentioning there are several ways we can enhance overall efficiency and collaboration between their teams. I'll typically reach out to a senior IT operations engineer or director of technology. Using tools like MadKudu, I quickly find those personas and throw them into our cadence."

    Senior SDR at Lucid
    Get a free evaluation of how much pipeline this playbook will bring you