PLAYBOOK LIBRARY

Elevate Your G2 Presence: A Comprehensive Playbook for GTM Teams

RECOMMENDED FOR
For: Marketing, Customer Success
Step 1: Build a List of 1-Star to 4-Star Fans in FanbaseAI
Utilize FanbaseAI to identify and segment your users based on their engagement scores. Focus on those fans who have are scored between 1 and 4 stars. These users have shown enough interest in your product
Step 2: Set Alerts for When They Get Promoted

Configure alerts via subscriptions in FanbaseAI to notify you when any of these users receive a promotion or change jobs. This will help you stay updated on significant career moves of your key users to leverage these milestones for engagement opportunities.

Step 3: Congratulate Them on Their Promotion
As soon as you receive an alert about a promotion, send a personalized congratulatory email to the user, highlighting their achievements and expressing your excitement about their career progress.

<div class="email-template-1"><h5>LinkedIn Message:</h5><p>Hi [Fan Name]</p><p>Big congrats on your promotion to [New Position] at [Company Name]! That's awesome news and well-deserved! We really appreciate your support for [Our Product].</p><p>Looking forward to staying connected!</p></div>
<div class="email-template-1"><h5>Follow-Up Email Message:</h5><p>Hi [Fan's Name],</p><p>I hope this message finds you well. Congrats again on your promotion!</p><p>As you step into this exciting new role, I’d like to take a moment to ask for your support. Your feedback has been invaluable to us, and it would mean a lot if you could share your experience with [Your Product] on G2.Here’s a template to make it easy: [Insert Template Link].</p><p>As a small token of our appreciation, we’d love to send you a “Thank you” memento. Please let us know where we can send it.</p><p>Thank you for your continued support</p><p>Best regards,</p><p>[Your Name]</p><p>[Your Position]</p><p>[Your Contact Information]</p></div>

Step 4: Engage Executives for LinkedIn Connections
Request your company’s executives to connect with the promoted user on LinkedIn and send a congratulatory message. Leverage the executives’ influence to make the user feel valued and recognized.

<div class="email-template-1"><h5>LinkedIn Message:</h5><p>Hey [Fan's Name],</p><p>Big congrats on your promotion to [New Position] at [Company Name]! That's awesome news and well-deserved!</p><p>We really appreciate your support for [Our Product]. If you have a minute, could you share your experience on G2? It would mean a lot to us</p>
</div>

Step 5: Provide a G2 Review Template and Offer a Memento
Share a template to make the review process easy and stress-free for the user. Make sure to offer a small token of appreciation, such as a branded memento, as a thank-you gesture for their review.

Metrics for Success

  • Increase in Number of G2 Reviews: Track the number of new reviews received on G2.
  • Improvement in Review Ratings: Monitor changes in the overall rating of your product on G2.
  • User Engagement: Measure the response rate and engagement level of users who were contacted for reviews.

By following this detailed playbook, you can systematically improve your G2 presence, leveraging the power of personal engagement and strategic outreach to turn your fans into advocates.

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