John Tabita

V4I DEMO REQUEST Follow-Up Procedure FIRST CONTACT After demo request form submission EMAIL #1 Demo request form submission Form submission enrolls contact in workflow that sends automated email Email #1 (immediately) Rep moves Deal to appropriate column based on call outcome (i.e., Demo Scheduled, Contract Sent, etc.) Sales call #1 (same day) Prospect reached SECOND CONTACT Immediately after first unsuccessful contact attempt No contact Rep leaves voice mail, then moves Deal to “First Follow-Up Attempt” which sends Emails 2 and 3 Rep moves Deal to appropriate column based on call outcome (i.e., Demo Scheduled, Contract Sent, etc.) Email #2 (after call #1) Prospect responds Email #3 (2 days later) EMAIL #2 EMAIL #3 FINAL CONTACT Two days after second unsuccessful contact attempt Rep moves Deal to appropriate column based on call outcome (i.e., Demo Scheduled, Contract Sent, etc.) Sales call #2 (breakup call 2 days later) Prospect reached No contact Rep leaves voice mail, then moves Deal to “Final Follow-Up Attempt” which sends Breakup Emails and enrolls lead into Lead Nurturing Email Workflow Rep moves Deal to appropriate column based on call outcome (i.e., Demo Scheduled, Contract Sent, etc.) Breakup Email (after call #2) Prospect responds Lead Nurturing Email Workflow BREAK-UP EMAIL BREAK-UP EMAIL Lead Nurturing Email Workflow Email #1 Email #2 BREAK-UP EMAIL Email #3 Email #4 Monday Lead submits demo request 8:15 am Confirmation Email sent to prospect 8:30 am Follow-up Phone Call #1 10:30 am 8:30 am 10:35 am If no answer, rep leaves voice mail, then initiates automated emails 10:50 am Follow-up Email #2 sent to prospect Wednesday Follow-up Email #3 sent to prospect 10:50 am Notification Email sent to salesperson Thursday Follow-up Phone Call #2 10:30 am 10:35 am If no answer, rep leaves breakup message, then initiates breakup email Monday Breakup Email sent to prospect 10:50 am Friday 1:00 pm First in series of lead-nurturing emails is sent