Maximizing Returns from Tracking Job Changes

• Visit Fans tab in FanbaseAI.
• Search for the fan's profile to review their meeting history.
• Make a list of team members who have interacted with the fan.

Understand which team members have had prior interactions with the fan to leverage these relationships effectively.

Steps:

• Review calendar data to find the team member with the closest contact.
• Draft a personalized congratulatory email for them to send.

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<div class="email-template-1"><h5>Email Template:</h5><div class="email-header"><h6>Subject:</h6><div>Congratulations on Your New Role, [Fan's Name]!</div></div><div class="email-body"><h6>Body:</h6><p>Hi [Fan's Name],</p><p>Congratulations on your new role at [New Company]!</p><p>I wanted to take a moment to wish you all the best in your new position. We’ve really valued our time working with you and would love to catch up and hear how things are going.</p><p>If there's anything we can do to support you in your new role, please let us know.</p><p>Best wishes,</p><p>[Your Name]</p><p>[Your Position]</p><blockquote>Maintain a positive relationship and acknowledge the fan’s career progression.</blockquote></div></div>

Steps:

• Identify additional fans in the same account.
• Create an introduction plan to connect the new fan with other fans.

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<div class="email-template-1"><h5>Example Message:</h5><div class="email-header"><h6>Subject:</h6><div>Connecting You with Fellow Fans</div></div><div class="email-body"><h6>Body:</h6><p>Hi [Fan's Name],</p><p>I’d like to introduce you to a few other fans of ours who are currently working there. They’ve been instrumental in our community and I think you’d enjoy connecting with them.</p><p>Let me know if you’d like an introduction!</p><p>Best,</p><p>[Your Name]</p><blockquote>Note: The goal here is to build a stronger network and community around the fan’s new role.</blockquote></div></div>

Steps:

• Identify additional fans in the same account.
• Create an introduction plan to connect the new fan with other fans.

<div class="example-message"><h5>Example Message:</h5><div class="email-header"><h6>Subject:</h6><div>Connecting You with Fellow Fans</div></div><div class="email-body"><h6>Body:</h6><p>Hi [Fan's Name],</p><p>I’d like to introduce you to a few other fans of ours who are currently working there. They’ve been instrumental in our community and I think you’d enjoy connecting with them.</p><p>Let me know if you’d like an introduction!</p><p>Best,</p><p>[Your Name]</p><blockquote>Note: The goal here is to build a stronger network and community around the fan’s new role.</blockquote></div></div>

Steps:

• Find parallel success stories involving other fans from the fan’s previous company.
• Share these stories to illustrate the positive outcomes of working with your solution.

<div class="email-template-1"><h5>Example Update:</h5><div class="email-header"><h6>Subject:</h6><div>Success Stories to Inspire You</div></div><div class="email-body"><h6>Body:</h6><p>Hi [Fan's Name],</p><p>I wanted to share some exciting news about other fans from your previous company who have also experienced great success after moving on.</p><p>Their stories highlight the continued impact and success they’ve achieved with our solutions, and I thought you might find them inspiring as you embark on your new journey.</p><p>Let me know if you’d like to discuss more!</p><p>Best,</p><p>[Your Name]</p><blockquote>Provide relevant success stories to reinforce the value of your solutions and keep the fan engaged.</blockquote></div></div>

Steps:

• Ask if they have specific needs or opportunities where your company can offer assistance.

<div class="email-template-1"><h5>Example Inquiry:</h5><div class="email-header"><h6>Subject:</h6><div>How Can We Support You in Your New Role?</div></div><div class="email-body"><h6>Body:</h6><p>Hi [Fan's Name],</p><p>As you settle into your new role, I wanted to check in and see if there’s anything we can do to support you or any opportunities we might explore together.</p><p>Please let me know if there’s any way we can be of assistance.</p><p>Best regards,</p><p>[Your Name]</p><blockquote>The goal is to position your company as a supportive partner and identify new opportunities for collaboration.</blockquote></div></div>

Key Points to Remember:

• Personalization: Tailor your communications to reflect the fan’s new role and achievements.
• Follow-Up: Maintain consistent follow-up to keep the relationship active.
• Support: Offer genuine support and identify opportunities where your company can be of help.

Metrics for Success:

• Engagement Rate: Track the number of fans who respond to your outreach and re-engage.
• Network Growth: Measure the effectiveness of introductions and new connections.
• Retention and Advocacy: Monitor retention rates of fans who changed jobs and maintained contact.

By following this playbook, you can effectively maximize returns from job change tracking, strengthening relationships and uncovering new opportunities for collaboration with fans who have recently transitioned to new roles.

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