Multi-threading Opportunities

The average opportunity has five stakeholders. If you are only working with one, you have a single point of failure. The goal of this campaign is to identify additional decision-makers that could keep an opportunity alive should your current contact lose interest, leave the company, or doesn't have the clout to get the deal done. After seven days (or an appropriate time period for your sales cycle), use ZoomInfo or another data provider to identify other decision-makers at the account. Send them a follow-up sequence from the account executive.

<play> **PLAY NAME** Multi-threading Opportunities --- **🔁 Triggers** - Identify opportunities with no additional contacts added in the first 10 days after opportunity creation --- **⚡️ Actions** - Discover expanded set number of contacts based on primary opportunity contact - Send records to your CRM - Assign to a User - Enroll in Multi-threading Opportunity campaign --- **✅ Goal / Problem to Solve** 🤝 Opportunity to Close --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone --- **✏️ Summary** The average opportunity has five stakeholders. If you are only working with one, you have a single point of failure. The goal of this campaign is to identify additional decision-makers that could keep an opportunity alive should your current contact lose interest, leave the company, or doesn't have the clout to get the deal done. After seven days (or an appropriate time period for your sales cycle), use ZoomInfo or another data provider to identify other decision-makers at the account. Send them a follow-up sequence from the account executive. --- **✏️ Default Natural Language** When an **opportunity has no additional contacts added in the first 10 days after creation** for **any company**, then: - Discover **up to [number]** ZoomInfo contacts that meet **select criteria** based on the primary opportunity contact - Export to **select system** as **record type** - Assign to **select user** - Enroll in **Multi-threading Opportunity campaign** --- **Explainer-Video-Script** Want to give yourself a better chance at closing your next deal? That’s what the multi-threading opportunities play is for. The average opportunity should include 3-5 stakeholders. If you’re only working with one individual, you have a single point of success — and failure. Use this play to identify additional decision-makers that could keep an opportunity alive in case your current contact loses interest, leaves the company, or doesn’t have the authority to close the deal. After seven days — or an appropriate time period for your sales cycle — identify other decision-makers at the account to inform them of your ongoing conversation with their colleagues and bring them up to speed on the value of your product. Now you can win more deals with greater organizational involvement upfront. --- **🏷Features)** CRM Sync, ABM Audiences --- **🏷️ZoomInfo Data Types)** Buying Committee, Company Data, Contact Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟢 - Easy --- **🧪Standard Operating Procedure (SOP)** ## 1. Identify Opportunities with Single Contact - Monitor new opportunities in CRM - Flag opportunities with only one contact after 10 days ## 2. Expand Contact Set - Use ZoomInfo or similar tool to discover additional decision-makers - Focus on finding 3-5 stakeholders per opportunity ## 3. CRM Integration - Export newly discovered contacts to CRM - Ensure proper tagging and association with existing opportunity ## 4. Assign Expanded Contacts - Automatically assign new contacts to appropriate account executive ## 5. Multi-threading Campaign Setup - Create targeted follow-up sequence for newly added contacts - Customize messaging to reference ongoing conversation with colleague ## 6. Campaign Enrollment - Enroll new contacts in multi-threading opportunity campaign ## 7. Multi-Channel Engagement - Implement outreach across various channels (email, phone, etc.) - Tailor approach based on stakeholder role and preferences ## 8. Monitor and Adjust - Track engagement levels of newly added contacts - Adjust strategy based on response and involvement ## 9. Continuous Improvement - Regularly review effectiveness of multi-threading approach - Refine contact discovery process and campaign messaging as needed --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, Product.Name, Contact.Title, PainPoint, Benefit, ContentLibrary.Resource, ValueProposition, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (VO * ADMER * CR / 10,000) * ADS --- **🟨 Yield Key Drivers** Additional Decision-Maker Engagement Rate (ADMER), Conversion Rate (CR), Average Deal Size (ADS), Volume of Opportunities (VO) --- **🟨 Yield Driver Definitions** Additional Decision-Maker Engagement Rate (ADMER) This metric measures the success rate of engaging additional decision-makers beyond the initial point of contact. A high ADMER indicates that your strategy for identifying and engaging other relevant individuals in the decision-making process is effective. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Volume of Opportunities (VO) This metric represents the base number of potential deals that can benefit from this approach. --- </play>