Playbooks · New Business

Playbook 10. New Executive at Target Account

A C-suite, VP, or Director-level hire joins a target account — detected via LinkedIn, ZoomInfo, or news monitoring

Goal · Get on the new executive's radar before they've mapped out their vendor landscape — the window is 60 daysTiming · Within 10 days of their announced start date. The window closes fast as they get absorbed into existing priorities.

The video angle

Record once. [First Name] is the only variable — swapped by Sendspark at send time. When recording, speak directly to the universal pressure of a new executive's first quarter: the need to show momentum fast, earn credibility from their team, and make decisions that look smart 6 months from now. Don't pitch a product — pitch credibility and relevant context. Script: "[First Name], congratulations on the new role. The thing I hear most from leaders stepping into a seat like yours is [the most common pressure for this executive level — tied to what you solve]. I'm not here to pitch you anything today — I want to be a useful resource. Scan the code and see how others in your position have approached this. Two minutes — that's all it'll take."

Automation & CRM triggers

  • Data sources: ZoomInfo new hire signals + LinkedIn Sales Navigator job alerts + Google Alerts set on target account names — triangulate for accuracy
  • CRM Trigger: new contact added to a target account + seniority = VP or above + start_date < 10 days ago
  • Tier logic: VIP send for ABM Tier 1 accounts, Standard for Tier 2. Do not send to accounts outside your target list.
  • Simultaneous: Slack fires to AE + AE manager with the executive's LinkedIn profile and a brief on the account
  • Post-delivery: AE gets a 14-day outreach sequence pre-loaded in their sales engagement tool — they activate it, they don't build it from scratch

The QR landing page

An executive-specific landing page — not a product page. A brief 'state of the market' insight relevant to their function (2-minute read, genuinely useful), 2–3 outcome-focused case studies from comparable companies, and a 'schedule an executive briefing' link — explicitly framed as a briefing, not a demo.

Follow-up sequence

  • Day 3 post-delivery: Message from YOUR senior leader to their senior leader — executive-to-executive on LinkedIn or via email. Not the AE. Not an SDR.
  • Day 5: AE email — reference the box, frame it as: 'I put together some context for your first quarter — not a sales pitch, just relevant material.'
  • Day 10: Share one insight or piece of content tied to something the company has publicly announced or the exec has posted about. Show you're paying attention.
  • Day 21: Final outreach — offer to be a resource, not a vendor. 'Happy to be a sounding board as you get into the role — no agenda.'

Reading the signals

  • QR scan = schedule an executive briefing within 24 hours. Send the invite from a senior person on your team — not a coordinator.
  • Landing page viewed 3+ times = sharing it internally. Escalate to your own leadership to make the outreach. Peer-to-peer.
  • LinkedIn connection accepted from YOUR senior leader = the door is open. The relationship is now between your leaders — protect it.

Wire this into your CRM.

Every playbook on this page can be configured as a campaign in boxli — trigger from a HubSpot or Salesforce workflow, video personalization auto-applied per recipient, follow-up paused on QR scan. We'll set the triggers up on your kickoff call.