3) "Congrats On the New Role" Email That Got a
Prospect to Ask for a Meeting
When you learn that the
prospect is new in their role
Caroline Ostrander, Business
Development Rep at HubSpot
Hi [PROSPECT],
Just left a quick message at the office for you. I chuckled a little bit when I got an
automated email this morning from your predecessor, [NAME OF PREDECESSOR] who
we worked with briefly, and before him, [OTHER FORMER COWORKER NAME], who
we worked with as well.
First and foremost, congrats on coming into this new role! I'm sure you've got a lot
going on — so this conversation might be timely or not. If you're stressed, this is my
go-to :)
My role here is working with businesses on how they can [PURPOSE OF COMPANY].
How has your first month kicked off so far in this regard?
[YOUR NAME]
What this email does well:
● References previous efforts trying to help the company and mentions his co-
worker’s names
● Leverages a trigger event of her prospect getting a new job
● Relates to the prospect by suggesting that taking a new role is stressful
● Very lightly introduces her expertise
● Does NOT ask for a time on his calendar and instead asks an open-ended
question designed to get a response