How to trigger an automated followup email after a cold call using Herefish and your CRM.
Make life easier for your business development team with this automated cold call followup email. Simply create a dynamic followup email template along with an automation workflow to send the followup email when a cold call note is added.
Hello %FIRSTNAME%,
Thank you so much for connecting with us - Sorry I missed you earlier.
Just reaching out to let you know I'll be your main point of contact, and I can't wait to learn more about your company.
If you'd like you can book a time on my calendar or let me know a good time for you.
In the meantime, if you have any questions whatsoever, please don't hesitate to reach out.
Thank you!
%OWNERFIRSTNAME%
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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