1. JUST MET (click here for all emails)

PURPOSE: This is a basic follow-up sequence of short workflow messages to engage someone you just met, focusing on learning more about their business and exploring how you might help:

Email 1: Express your pleasure in meeting them and desire to reconnect.

Email 2: Reinforce your interest in their business by suggesting a follow-up discussion, showing that you’re genuinely interested in learning more and supporting them.

Email 3: A polite check-in if they haven’t responded yet, emphasizing that you’re still available to help when they are ready.

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2. WALK IN (click here for all emails)

PURPOSE: This is a basic follow-up sequence of short workflow messages to engage someone after introducing yourself to their business, focusing on learning more about their needs and exploring how you might help.

Email 1: Express your pleasure in introducing yourself and mention your visit to their business. Highlight your interest in reconnecting to learn more about their business.

Email 2: Reinforce your interest in their business by suggesting a follow-up discussion, emphasizing your genuine desire to learn more and support them.

Email 3: A polite check-in if they haven’t responded yet, reiterating that you’re available to help whenever they are ready.

3. SAW IN THE AREA (click here for all emails)

PURPOSE: This sequence leverages local familiarity and curiosity to establish a connection and position yourself as a supportive local partner.

Email 1: Mention that you came across their business locally and were impressed or intrigued, creating an opening for conversation.

Email 2: Suggest a meeting to learn more about their business and discuss potential synergies, framing it as a mutual opportunity.

Email 3: Remind them of your interest in connecting, acknowledging that you understand they may be busy but that you’re eager to explore how you might support their business.

4. FOLLOWING UP (click here for all emails)

PURPOSE: This sequence builds on the momentum of an existing conversation, aiming to deepen the relationship and move towards a concrete next step.

Email 1: Reference the previous conversation and express your interest in continuing the discussion. This shows continuity and respect for their time.

Email 2: Reinforce your interest in their business and the topics you discussed, suggesting a time to reconnect.

Email 3: Offer a friendly follow-up, acknowledging that schedules can be busy, and reaffirm your interest in working together.

5. REFERRED LOCALLY (click here for all emails)

PURPOSE: This sequence leverages the trust of a referral to establish credibility and make the lead more likely to engage with you.

Email 1: Generally mention they were referred locally, whether it be directly or indirectly, and express thankful interest in connecting based on the community’s preference to reach out.

Email 2: Emphasize the value you believe you can bring to their business, referencing their business being referred locally.  

Email 3: Acknowledge that they might be busy but that you’re still eager to connect based on the positive things you’ve heard about their business.

6. IT’S BEEN A WHILE (click here for all emails)

PURPOSE: This sequence is designed to rekindle a dormant connection by showing continued interest and relevance.

Email 1: Acknowledge the time that’s passed since you last connected and express interest in catching up to see how their business has been progressing.

Email 2: Reinforce your interest in learning about any new developments in their business and how you might be able to assist.

Email 3: A gentle nudge to reconnect, understanding that time has passed but that you’re still interested in supporting their success.

7. COLD CAMPAIGN (5 Emails) (click here for all emails)

PURPOSE: This longer sequence gradually builds awareness and interest, starting from a cold approach and working towards a warm lead. It provides value at each step to encourage engagement.

Email 1: Introduce yourself and your business, explaining why you’re reaching out and how you believe you can help.

Email 2: Provide more detail about your services and how they align with their potential needs, emphasizing the benefits.

Email 3: Verify that you hope they have received previous messages and provide some detail about your desire to connect.

Email 4: Suggest a low-commitment call or meeting to explore potential opportunities.

Email 5: A final follow-up, offering a last chance to connect, and leaving the door open for future contact.

8. LOCAL RESIDENT CONNECTION (click here for all emails)

PURPOSE: This sequence is designed to simply engage a resident you just met or were referred to in the neighborhood/local area, focusing on learning more about them and their local perspectives and recommendations:

Email 1: Express your pleasure in meeting them and desire to reconnect.

Email 2: Reinforce your interest in sharing some tips about our community.

Email 3: A polite check-in if they haven’t responded yet, emphasizing that you would love to hear any local tips or business recommendations you might have.

After each workflow is completed the area director receives a reminder to ask what they want to do next.