Routines / Buyer List Refresh
Buyer List Refresh
On the first business day of each month, and whenever a buyer changes jobs, Jane checks each buyer on your list. When one has left, she records the new employer, finds the successor and keeps both people in your client database. She posts the changes in chat with a first email to each new buyer.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
ZoomInfo
Apollo
RocketReach
LinkedIn
Gmail
Outlook
- 1
The monthly check begins
On the first business day of each month, and whenever a buyer changes jobs, Jane checks each buyer on your list.
- 2
Jane finds each successor
When a buyer has left, Jane records the new employer, finds the successor and keeps both contacts in your client database.
- 3
Jane posts the changes
Jane posts every change to your buyer list in chat with a first email to each new buyer.
Questions about Buyer List Refresh
What does the Buyer List Refresh routine do?
It checks every buyer on your target list once a month, records who has moved and who replaced them in your CRM, and drafts a first email to each new buyer for a rep to approve.
Where does the list come from?
From your CRM. Jane works on the contacts you tag as target buyers, and you can add or remove names in the CRM at any time.
Does Jane email the new buyers on her own?
No. She drafts each email from the rep who covers the organization, and nothing is sent until that rep approves it.
Which systems does it work with?
HubSpot, Salesforce, Bullhorn and most other CRMs, plus LinkedIn and your Gmail or Outlook mailbox.