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Merger or acquisition

  • Go-to-market motion

    Sales-led
    Dark-funnel

  • Signal source

    News + eventsSocialWebsite

  • Signal strength

    Low Intent

Why it matters

When companies join forces (or get gobbled up), it means change one way or another. That goes double if one of those companies is a current customer of yours.

Integrating people, technologies, products, and more is a tall order. Maybe your product is just what the doctor ordered.

What to do

Get a grip on what the merger or acquisition means for the companies in question. Sometimes the result is a new logo slapped onto an existing product. Sometimes it’s a major overhaul of business operations.

Find a likely decision-maker and tweak your outbound accordingly.

Questions to inform outreach
  • How will this merger or acquisition impact the organizations?
  • Is either organization an existing customer?
  • Is either organization a good fit for your product?
  • Is anyone at either organization interacting with your organization?
  • Does anyone at your organization have a relationship with anyone at either organization?
  • What materials can you share to assist with research and decision-making?

How to do it

Here are some outbound templates to help you get the creative juices flowing:

Outbound template for customer merger or acquisition

Hi [first name] 👋

Saw the news about the [merger/acquisition]! Wanted to see if there’s anything the team at [product name] can do to help.

Here to assist with anything you need, like [seat expansion/account consolidation].

If you need anything, just hit reply and let me know :)

[Your name]

Outbound template for non-customer merger or acquisition

Hi [first name],

Saw the news! We’ve helped companies like [names of current customers in the same industry] work through [mergers/acquisitions] to [benefit that product unlocks].

I’d be happy to walk you through how we can help [company name] [ROI statistic]:

[drop in quote or customer story]

Let me know your thoughts.

[Your name]

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