Routines / New Hiring Manager Intro
New Hiring Manager Intro
Every day Jane watches your client and target accounts for new managers in the functions you place into. She looks each one up in your client database, including contacts at previous companies, and gives the rep who owns the account a introduction in chat.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
ZoomInfo
Apollo
RocketReach
LinkedIn
Gmail
Outlook
Slack
- 1
A new manager starts
Every day Jane watches your client and target accounts for a new manager starting in the functions your firm places into.
- 2
Jane checks your history with them
Jane looks the new manager up in your client database, including contacts at previous companies, to show whether the relationship is new or an existing one.
- 3
The rep receives an introduction
Jane gives the rep who owns the account an introduction to the new manager in chat during the manager's first week.
Questions about New Hiring Manager Intro
What does the New Hiring Manager Intro routine do?
It tells the rep who owns an account when a new manager starts there in a role that hires the people you place, and drafts an introduction for the rep to approve in that manager's first week or two.
Which accounts does it watch?
Your current clients and the target accounts in your CRM. You can add a list of companies or narrow it to certain departments and titles.
Does Jane send the introduction?
No. The introduction is drafted for the rep who owns the account, and nothing is sent until that rep approves it.
What if the account sits behind an MSP?
Jane records the account under the end client, never the MSP, and she follows the contact rules you set for that client, so a manager your agreement bars you from contacting is flagged and no message is drafted.