<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=518860&amp;fmt=gif">
Convergence a certified hubspot partner

When RFI's go Dark.. do this.

Image of Tom Wengler
Tom Wengler

 

RFI follow up email template in HubSpot - send automatically Our Economic Development clients  spend a ton of time working on and replying to RFP - RFI's.

Following up consistently is a challenge.

So, let's make this easy. 

Automate it!

 

1. Create your email template.  Steal this one.

2. Change the last line every so often - make it funny / playful / friendly.

3. Personalize the subject line, etc. This will increase open rate and response rate.

4. Set up the workflow so that a task is created, in a Task Queue.  Send that email out 24 days (or so) later. 

 

Know where you stand. Track losses. Ask for feedback. Record the evidence for your Lost RFP - RFI report.

Schedule a Call

www.convergence-crm.com

Leave a Comment