e-Sign Follow Up.

🤝 OPPORTUNITY TO CLOSEIntermediate
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Say you’ve been working on an opportunity for months and all you need to close the deal is a signed contract from a key stakeholder. But 48 hours have passed and the contract hasn’t been signed. Maybe new priorities have popped up or your main contact is waiting on final approval from higher-ups.

An automated, executive-authored email can handle the heavy lifting required to stay on top of the situation and prevent the deal from stalling. You can set the response time based on your industry, relationship with the customer, complexity of the deal, etc. This high-level messaging can be just the thing to unlock any hold-ups and close the deal.

Triggers

  • Identify companies with no engagement with eSign contract within 48 hours of sending

Actions

  • Source expanded set of contacts which meet your persona definition related to buying committee
  • Send records to your CRM
  • Assign to a Account Owner
  • Enroll in e-Sign Follow Up Campaign

Messaging Template

Subject: [your company name] [executive title] — need support ahead of the weekend? 

Body: Hi [first name]: 

I know that you have been working with [name of sales rep]. We are super excited to have you partner with us. I wanted to make sure you have everything you need ahead of the weekend, and to offer myself as a resource if you need any additional assistance prior to signing your agreement. 

I can assure you that we are 100% dedicated to this partnership and are excited to help you plan strategically for [timeframe]. Let me know if there is anything I can help you with. 

With your success in mind, 

[executive signature]

GPT Email Example

 

Company:

Persona:

Chief Revenue Officer

Subject: Follow-up on our recent discussions

Hi Peter,

I hope this email finds you well. I wanted to reach out and touch base with you regarding our recent discussions. We are getting close to completing a deal and I wanted to ensure that everything is moving forward as expected.

Can you let me know if there is anything else that needs to happen in order for us to close this deal? I am very curious to hear your thoughts on this matter.

Looking forward to hearing from you soon.

Best,
Chris

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