Sample lead

An illustrative example of a real recontact flow Sofia runs for Nubex Software.

DF

David Foster

Grupo Andino

Source
ERP quote sent Feb 12
Goal
Return on March 1 and turn the quote into a meeting
  1. Feb 12 · 17:32Platform

    Snooze set. David said the budget opens in March. Recontact scheduled for Mar 1.

  2. Mar 1 · 09:00WhatsApp
    Sofia

    Hi David, Sofia from Nubex Software. On Feb 12 you asked us to come back in March, so here I am.

    Is the ERP project still on the table? I can send you an updated quote today.

  3. Mar 1 · 21:00Platform

    No reply in 12 hours. Waiting 1 day before calling David.

  4. Mar 2 · 10:15Call

    Outgoing call

    Answered · 2:31

    Transcript

    1. Sofia

      Hi David, this is Sofia from Nubex Software. You asked us to call back in March about the ERP. Bad time?

    2. David

      No, it's fine. Honestly I had forgotten about this. Good timing.

    3. Sofia

      You mentioned the budget opens this month. Want me to send the updated quote?

    4. David

      Yes, but prices may have changed. And I want Laura Mills, our finance lead, to see it too.

    5. Sofia

      Done. The updated proposal goes out today with Laura in copy. Anything else it should cover?

    6. David

      Add the timeline for the warehouse module. That part is urgent.

  5. Mar 2 · 11:02Email
    Email
    S

    Sofia · Grupo Andino

    To David

    Updated proposal for Grupo Andino

    Hi David, here is the updated proposal with March pricing and the warehouse module timeline. Laura is in copy as you asked. Any questions, reply here or write me on WhatsApp.

  6. Mar 2 · 11:06WhatsApp
    Sofia

    The proposal just landed in your inbox, David. Laura is in copy.

    Got it, thanks. I'll review it with her this afternoon.

  7. Mar 3 · 16:40WhatsApp
    Sofia

    Quick question. If we sign this month, is the warehouse module live before June?

    Yes. Warehouse goes live in 6 weeks and the rest rolls out after. Want to walk through it with Laura on a short call?

    Yes, perfect. Thursday morning works for both of us.

    Booked. Thursday Mar 5 at 10:00. The invite is on its way.

  8. Mar 3 · 16:48Platform

    Meeting booked · Mar 5 · 10:00 · David and Laura invited.

41%

Rescued on the exact date

Nobody had to remember David: Sofia came back on the exact day, refreshed the quote and booked the meeting. That is how up to 41% of cold leads get rescued.

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