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warm - referralcold - prospecthot- in personHOT - Contacted Us via Email / SM

Add a Lead to Our Sales Funnel

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.