New in the role

Subject lines

• Your first months at {{company}}(used in the template)
• Your first few months at {{company}}
• The new role at {{company}}

Follow-ups reply in the same thread, so they’re sent as “Re:” the first subject.

The sequence: 2 emails

1. Email 1 · day 1

   Your first months at {{company}}

   Hi {{first_name}}, I saw you recently joined {{company}} to lead support. Most support leaders I speak with spend their first couple of months working out where tickets get stuck. We put together a short checklist for that review, based on what we see in the support teams we work with. Want me to send it? It's a page long, nothing to sign up for. {{sender_first_name}}

2. Email 2 · day 7 (6 days after the previous one, if there’s no reply)

   Re: Your first months at {{company}}

   Hi {{first_name}}, I know the first weeks are full. If the checklist would be useful later, reply "later" and I'll send it next month instead. {{sender_first_name}}

{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a customer support software company writing to newly appointed support leaders.

When to use it

When you know someone changed jobs or got promoted in the last one to three months. New leaders often review tools and processes early.

Why it works

• People new in a role are actively looking for quick wins and an outside view.
• It offers something low-effort (a checklist) instead of asking for a meeting straight away.
• It doesn't assume their predecessor did a bad job.

How to adapt it

• Replace the support review checklist with a resource that fits what your buyer audits when they start.
• If you can't confirm when they started, drop the timing and lead with the role instead.