Use this form to send an email to someone that was referred to us. The database will prevent a duplicate being sent. The fields going in the email are First Name and Source.
Email template: Hello First name / there, We are always thrilled to make a new connection! Referred By mentioned we should connect, so I wanted to reach out and say hello.
Use this form to send a cold email to a lead.
The database will prevent a duplicate being sent.
Be very, very careful with grammar and spelling. The data will be in the email body.
Email Template:
Hi Name,
I came across Company while looking through local businesses.
I work with business owners who would rather focus on running industry businesses than keeping up with bookkeeping.
Use this form to send an email to someone you met in person.
The database will prevent a duplicate being sent.
The only field going in the email is the First Name.