The purpose of press proof follow ups and the steps to do them
TLDR:
Purpose: At this stage, most of the details have been nailed down with a lot of our time and energy invested, so the chances of converting clients are high and important!
- After the designer has conducted 3 follow-ups with no response, they will enter the client's info in voided-potential-clients slack channel.
- Choose the appropriate blurb below to email to client.
- If no response, follow-up 7 days later with blurb listed below.
- Still no response? Void estimate in Cyrious and mark deal as Close Lost in Hubspot.
- Report to Kristina at the end of the month the clients who never responded.
The purpose:
These folks are so close to converting, they may just need a little push! The designers and CSR team have invested time and energy to get them this far so the chances of getting them to convert are higher since most of the hard work is done.
Press Proof Follow-Up:
- After the designer has followed up 3 times, they will list the necessary info in the voided-potential-clients slack channel.
- Review email thread, mark the CSR in Cyrious as Lexie and then reach out with one of the blurbs below:
We know you are busy so we will keep this short and sweet:
Can we give you 20% off your first order? Please?
You are busy--we totally get it, so let us help you!
Let US give YOU 20% off your first order! Sound good?
Let me know if you have any questions--I am happy to help!
You have your press proof and we have a 20% discount READY and WAITING for you to use on your first order! Would you like to proceed!
We know you are busy, so we will keep this short:
Please see your attached estimate with 20% OFF this order! Looks pretty good, right?
Would you like to proceed?
Quick question for you: Will you accept 20% off your first order?
Let me know!
- After 7 days if no response send another email along the lines of:
We don’t want to bother you, so just remember that 20% off your first order discount!
We’re here to help if you need us. Don’t hesitate to reach out!
- Still no response? Void estimate in Cyrious and mark deal as Close Lost in Hubspot.
- If client responds and wants to move forward, give them back to the designer they were working with before. Send the designer a slack letting them know the situation.
- At the end of the month, give Kristina the names of all the potential clients who didn’t respond.