Changes in the workplace can be challenging to navigate, especially when the change requires you to step into new territory. 

Factors like organizational restructuring and increased hiring may result in opportunity handoffs, where a new rep is brought in to manage an existing opportunity. 

In these cases, many reps opt for sending a quick email introducing themselves, however, without a proper strategy, you can risk the deal fizzling out before you’ve been given a chance to work your magic. 

Setting up a New Rep Intro Cadence can transform your introduction into a strategic advantage and allow you to position yourself as a trusted advisor. 

Here’s how you craft one:

New Rep Intro Cadence Objectives

Engage with key contacts and decision-makers and turn initial interactions into meaningful opportunities.

Target Audience

• Main POCs: Your primary contacts in each account
• Decision Makers: Additional influential figures crucial to the sales process

Best Practices

• Kickoff with Value: Start your first email with insights that matter. Share how you can help them build on their success and spotlight any overlooked opportunities.
• Engage on LinkedIn: Connect with your contacts and build rapport. Share relevant content and interact with their posts to stay top of mind.
• Showcase Value: Highlight how your products or services can add value, especially in areas they might not be fully utilizing. Your aim is to position yourself as a resource they can’t ignore.

Additional Resources

Check out our knowledge base to learn how to:

• Create a Cadence
• Add an Integration (LinkedIn Navigator) Step

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