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What’s in it
100% Reply Rate from In-Pipeline Deals
Imagine getting a reply from every prospect in your pipeline. That's exactly what we achieved using the strategies in this playbook. By crafting our outreach carefully and personalizing our approach, we saw a 100% reply rate from in-pipeline deals. This not only rekindled stalled conversations but significantly improved our chances of closing.
40% Response Rate from Dormant Deals
Getting a response from dormant deals can feel like a long shot, but with the right mix of personalization and timing, we brought 40% of these silent prospects back to the table. This isn't just luck—it's a repeatable process you can use to revive your own dormant deals.
The Context
Here's what's keeping you up at night:
- Stalled Deals: Opportunities stuck due to budget freezes or decision-maker changes.
- Closed-Lost Deals: Just because it was marked closed-lost doesn't mean it's gone forever.
- New Decision-Makers: When new stakeholders join, it can disrupt momentum—but it's also an opportunity.
- High-Momentum Deals: You've got a critical meeting with CXOs coming up, and you can't afford to let things slip.
Each of these challenges can be addressed with a strategic, omnichannel approach that combines personalization with timing. Let's show you how.
The Step-by-Step Process
Step 1: Create an Account-Based Campaign with Userled
Start by setting up a campaign tailored to the specific needs and contexts of your target accounts.
- For Pipeline Deals: When engaging accounts already in your pipeline, focus on nurturing rather than pushing for a hard sell. Provide learning resources that are closely aligned with their use case, and remove any direct calls to action for demos—this approach is about educating and building trust.
- For Dormant Deals: For accounts that have gone quiet, use a soft call to action, like a friendly catch-up call or an invitation to revisit the demo. The goal is to reignite interest without coming off as too aggressive.
Step 2: Generate and Use Unique QR Codes
Next, make it easy for your prospects to engage with your content.
- Creating QR Codes: Generate unique Userled URLs and use a batch QR code generator to create personalized codes for each account. This small step makes a big difference in tracking engagement and simplifying the customer journey.
- Application: Integrate these QR codes into your outreach materials—whether they’re digital assets or physical mailers. This ensures that your prospects can easily access personalized landing pages or content directly relevant to their needs.
Step 3: Offline Engagement – Delivering Physical Gifts
This is where you can get creative and make a lasting impression.
- Finding the Right Gift: Choose a thoughtful gift that aligns with your brand and resonates with your prospects. For example, we’ve had success with local bakery cookies—something simple, yet memorable.
- Execution: Print out your QR codes and include them in a handwritten note. Package everything up with care and deliver it directly to your prospect’s office. If you encounter gatekeepers at the reception, a well-timed gift like cookies can help you get past them.
- Overcoming Gatekeepers: Use the gift as a way to ensure your package reaches the right person. A little charm (and a box of cookies) can go a long way in getting your message through.
The Payoff
100% Meeting Attendance
When you personalize your gifts and make the experience all about the prospect, people are more likely to show up. We’ve seen a 100% attendance rate for meetings with prospects in our pipeline, thanks to the thoughtful and targeted approach we outline in this playbook.
40% Response Rate from Dormant Deals
Cookies and QR codes might seem like simple ideas, but they’re incredibly effective. By combining thoughtful gestures with easy access to personalized content, we’ve achieved a 40% response rate from deals that had previously gone cold. This strategy not only rekindles interest but also opens the door to new opportunities.
Stronger Relationships and Better Brand Perception
These efforts go beyond immediate gains; they build stronger, more positive relationships with your prospects. By showing that you understand and care about their needs, you’re not just making a sale—you’re creating long-term brand advocates.
The Game Plan
This playbook is designed for immediate application. Start by implementing these strategies with your current pipeline, and track the results. Whether you’re working to revive dormant deals or accelerate those already in motion, these steps will help you see real improvements in engagement and response rates.
With these tools and strategies, you’re ready to revive stalled deals, re-engage dormant prospects, and speed up your pipeline. Now it’s time to put them into practice. And if you’re curious about how Userled can make this process even smoother, let’s connect—we’re here to help you make things happen.
