All agents
Sample lead

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

DF

Diego Fuentes

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. Diego said the budget opens in March. Recontact scheduled for Mar 1.

  2. Mar 1 · 09:00WhatsApp
    Sophie

    Hi Diego, Sophie 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 Diego.

  4. Mar 2 · 10:15Call

    Outgoing call

    Answered · 2:31

    Transcript

    1. Sophie

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

    2. Diego

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

    3. Sophie

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

    4. Diego

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

    5. Sophie

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

    6. Diego

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

  5. Mar 2 · 11:02Email
    Email
    S

    Sophie · Grupo Andino

    To Diego

    Updated proposal for Grupo Andino

    Hi Diego, 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
    Sophie

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

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

  7. Mar 3 · 16:40WhatsApp
    Sophie

    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 · Diego and Laura invited.

41%

Rescued on the exact date

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

Want this agent working your leads?

Sophie replies in seconds.