How to trigger an automated follow-up email after a cold call using Herefish and your CRM.
Make life easier for your business development team with this automated cold call follow-up email. Simply create a dynamic follow-up email template along with an automation workflow to send the follow-up email when a cold call note is added.
Hi %FIRSTNAME%, Sorry I missed you earlier - I was calling to check in how your %CATEGORY% searches were coming along. It's something we specialize in, and I'd love the chance to discuss %COMPANYNAME%'s challenges and needs. Shoot me a note back or go ahead and book time on my calendar here: %OWNERCALENDARLINK% In the meantime, I think you will enjoy our latest white paper on Recruitment Trends for 2020. Talk to you soon, %OWNER% %OWNERPOSITIONTITLE% %OWNERPHONENUMBER% %OWNEREMAIL%
Bonus points
This workflow allows your sales team to automate a task that they likely perform dozens of times per day. Using dynamic fields and customization, you can still create a personal followup and workflow that will leave your client leads engaged and more likely to convert.
Key metrics
You work hard for your client leads. Don't let them go after one cold call attempt. Keep the momentum and engagement growing using this workflow. You sales team will appreciate the hours back in their week, as well!
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