Okay, we're going to show you how to target past customers that have landed in new jobs and roles within Apollo.io. So, these are obviously some of the best people to reach out to they've bought with you before, now they've landed at a new company and there are lots of tools out there like user gems etc. but you can actually set this up and automate it using the apollo.io plays and automations and then their job change data.
The first thing we need to do, and we're only looking at the people lists here, is to build a list of your current customers, the contacts in Apollo. So, you can either bulk upload that through a CSV file or have it at the contact level through a CRM integration. Once that's done, I would create a play here, So, this is one. If you look at the criteria, this runs every week. It looks and sees, "Okay, is this person on my current customer contact list?" Yes, and if they, have, they changed jobs? If that happens, I want them... I'm going to set up, add them to a contact list. So, this is customer at new account job change. Create a task. So, this basically creates a task for the rep to reach out, maybe through, you know, phone or LinkedIn or whatever. But we also want to automate the outreach, or we can. In this case, we're going to add the contact to a sequence. We built a new sequence which was titled, "Okay, past customer new jobs." And who that email should come from is a good question. Like, probably it would be from the contact owner. You may want it to have it be from the account owner. That's why it, you know, depending upon how many reps you have, how your territories are set up, might want to just create a task here for someone to look at this and figure out, "Is it a net new account to reach after?" or whatever. But right now, we're just going to go contact the owner, set that up, and then that's it. So, if we save changes here, this is going to run all the time in the background, and any of our customers, if they leave, if they change jobs, they get added to this list, a task is created, and then they get added to an outreach sequence. How we can kind of continue to reach out to customers even if they jump around different roles.
