Routines / Untouched Account Ranking
Untouched Account Ranking
Every Monday morning Jane finds the accounts in your client database with no logged activity and reads each one's open jobs and recent news. She ranks them by how much of your kind of work they are hiring for and posts the top accounts in chat with a first email for each.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
ZoomInfo
Apollo
RocketReach
Gmail
Outlook
Slack
- 1
The Monday morning run begins
Every Monday morning Jane finds the accounts in your client database with no logged activity from any rep.
- 2
Jane ranks accounts by current hiring
Jane reads each account's open jobs and recent news and ranks the accounts by how much of your kind of work they are hiring for now.
- 3
Jane posts the top accounts
Jane posts the top accounts in chat with the reason each one ranks high and a first email for each account.
Questions about Untouched Account Ranking
What does the Untouched Account Ranking routine do?
Each week it reads the open jobs and news for the accounts in your CRM that nobody has worked, ranks which to call first, and drafts outreach for the top ones for a rep to approve.
What counts as untouched?
By default, no call, email or meeting logged in 90 days. You can change the window or exclude accounts by owner, size or industry.
Does Jane send the emails?
No. Each email is drafted for the rep the account is assigned to, and nothing is sent until that rep approves it.
Which systems does it work with?
Crelate, HubSpot, Salesforce, Bullhorn and most other CRMs, plus your Gmail or Outlook mailbox.