Sample data.Every name, address and figure here is made up, so Don and Kyle can see the shape of it. The sample posts on Found use TriStar’s own photos and reviews. The real one reads TriStar’s own AccuLynx, bank, Roofr and SRS invoices.
Quiet prospects get a nudge on their own
When a prospect in AccuLynx hits 60 days with no movement, three short emails go out from TriStar’s address, a week apart. If they answer, the reply goes straight to their rep.
- In the emails right now
- 14
- Answered this month
- 5
- Back on the schedule
- 3
- Said not now
- 2
From AccuLynx
Inspections booked
Marked in AccuLynx
The three emailsYou approve the wording once
Hi Harold, it's been a couple of months since we were out to look at your roof, and I wanted to check in. If you're still thinking it over or waiting on insurance, we're happy to come back out and walk through it again. Just reply here and we'll set up a time.
Hi Harold, just following up in case my last note got buried. Your estimate is still good, and if the payment is the hold-up, we offer monthly financing through PowerPay. Happy to answer any questions.
Hi Harold, we haven't heard back, so we'll stop reaching out. Whenever you're ready, reply to this email or call us and we'll pick right back up. Thanks for considering TriStar.
Who's getting themLast 10 days
| Prospect | Rep | Where they are | Status |
|---|---|---|---|
| Harold Pruitt | Cody | Email 1 sent Sat | Opened |
| Anita Cole | Travis | Email 2 sent Thu | Replied |
| Jim Barrow | Cody | Email 3 sent Mon | No reply |
| Rhonda Keel | Marcus | Email 1 sent Fri | Replied |
| Brenda Walls | Cody | Email 1 on Wed | Queued |
You can pause anyone. If a rep is already talking to someone, one click takes them out, and a note lands on the prospect in AccuLynx so everyone can see the emails went out.