The follow-up starts
the moment a demo ends.
Every call ends with a recap
in the lead's inbox.
A next-day text keeps
every deal from going cold.
Every lead, followed up
from demo to deal.
Demo call endedToday, 2:41 pm
Picked up
Jules Moreau Ridgeway Freight
Wants a rollout plan for three depots. Asked about pricing.
Email to JulesWritten from the call notes
Sent
Next steps for Ridgeway Freight
Hi Jules, thanks for your time today. Here's the rollout plan for your three depots, plus the pricing we talked about.
Text with Jules+1 (555) 014-0172
Replied
Hi Jules, it's Mara from Lumen. Did the rollout plan land OK?
Yes, looks great. Can we start the trial?
RRidgeway FreightDeal, $26,500
Demo BookedTrial Started
- Recap email sentYesterday
- Check-in text sent10:00
- Jules replied10:12
- Deal moved to Trial Started10:12