Katleho Joy Molekwa ← All portfolios Contact Email/CRM Strategy portfolio
Email and CRM that keep customers coming back. Three brands, each email shown before and after as it would land in an inbox, so you can see what changed.
Choose a brand
Hearthchart Vaultline Bio Solobrief
Stage Committee decision
Trigger Walkthrough held
Goal A signed quote
A hospital decision is made by a committee, and the walkthrough champion has to sell it internally. These emails equip that person to forward, answer doubts, and set a date.
Email C1: same day as the walkthrough Metric to track: Quote opened and forwarded
Before Inbox
Hearthchart Team Proposal attached – Please review and let us know. 09:14
Proposal attached H Hearthchart Team <info@hearthchart.com> to me
Mon 2 Nov, 09:14 Thank you for taking the time to meet with us. Please find our proposal attached. Pricing is subject to change.
Let us know if you have any questions.
Sales Executive
After Inbox
Hearthchart The email to forward to your CFO – Your quote and 90-day plan, written so it can be read without you. 09:14
The email to forward to your CFO D Daniel Reyes, Hearthchart <daniel@hearthchart.com> to me
Mon 2 Nov, 09:14
Hi Marcus,
Thanks for the time today.
Your committee was not in the room, so I wrote two documents that read without you:
Your fixed quote, with every line item.
Page 2 of the quote lists what is not included.
That is the page your CFO will check first.
Review the quote Want me to walk your committee through it? Reply here or call (615) 555-0178.
D Daniel Reyes Implementation lead · Hearthchart
Hearthchart · 200 Sample Avenue, Nashville, TNUnsubscribe · Manage preferences · View in browser
Email C3: day 7 Metric to track: Reference call requests
Before Inbox
Hearthchart Team Checking in – Following up on our proposal. 10:32
Checking in H Hearthchart Team <info@hearthchart.com> to me
Mon 2 Nov, 10:32 I wanted to follow up on the proposal I sent last week. Have you had a chance to review it? We are keen to hear your thoughts.
Please let me know your thoughts.
Best regards
After Inbox
Hearthchart A CFO at a 90-bed hospital said yes. Ask them why. – We will set up the call and stay out of it. 10:32
A CFO at a 90-bed hospital said yes. Ask them why. D Daniel Reyes, Hearthchart <daniel@hearthchart.com> to me
Mon 2 Nov, 10:32
Hi Marcus,
Every committee asks the same thing:
“Has a hospital like ours gone live without disrupting the floor?”
We can introduce you to a CFO at a 90-bed hospital that went live in 90 days.
You ask the questions. We stay off the call. (Sample offer.)
Ask for a reference call D Daniel Reyes Implementation lead · Hearthchart
P.S. Want to see nurse training first? Reply and I will send the unit schedule.
Hearthchart · 200 Sample Avenue, Nashville, TNUnsubscribe · Manage preferences · View in browser
Email C4: day 14 Metric to track: Confirmed start date
Before Inbox
Hearthchart Team Last chance: pricing expires – Act now to lock in your rate. 08:05
Last chance: pricing expires H Hearthchart Team <info@hearthchart.com> to me
Mon 2 Nov, 08:05 Our pricing is valid for 30 days. After that, rates may increase. Sign today to avoid missing out.
Sign now.
Sales Team
After Inbox
Hearthchart Pick the day, and we will plan backwards – Give us a go-live date and we send the plan today. 08:05
Pick the day, and we will plan backwards D Daniel Reyes, Hearthchart <daniel@hearthchart.com> to me
Mon 2 Nov, 08:05
Hi Marcus,
Hospital projects rarely fail loudly.
They slip, because no date was ever set.
Choose your go-live date.
We send the dated plan the same day: training, data migration, final checks.
Your quote stays valid through Fri 20 Nov.
Confirm a start date D Daniel Reyes Implementation lead · Hearthchart
Hearthchart · 200 Sample Avenue, Nashville, TNUnsubscribe · Manage preferences · View in browser
Stage Evaluating
Trigger Demo request form submitted
Goal A booked demo
The demo is the gate to every sale. Between the form and the calendar booking, most leads go quiet. These three emails close that gap.
Email A1: confirmation (sent instantly) Metric to track: Booked demo within 24 hours
Before Inbox
Vaultline Bio Team Thank you for your interest in our solution – We received your inquiry. 09:14
Thank you for your interest in our solution V Vaultline Bio Team <info@vaultlinebio.com> to me
Mon 2 Nov, 09:14 Dear Valued Customer, thank you for contacting Vaultline Bio. We are a leading provider of innovative document management solutions. A member of our team will be in touch shortly.
Visit our website to learn more.
The Vaultline Bio Team
After Inbox
Vaultline Bio We saved your demo spot – One click to pick a time. Bring your inspection date. 09:14
We saved your demo spot H Hannah Cole, Vaultline Bio <hannah@vaultlinebio.com> to me
Mon 2 Nov, 09:14
Hi Priya,
An inspector can ask for any document in your trial file.
You will have minutes to find it.
Most teams spend that time searching shared drives.
You told us you are running a Phase 2 study with a team of 11 to 50.
Pick a 20-minute time and we will load your own document structure before the call.
Pick a time Reply with any question. I read every one.
H Hannah Cole Solutions specialist · Vaultline Bio
Vaultline Bio · 100 Sample Street, Cambridge, MAUnsubscribe · Manage preferences · View in browser
Email A3: day 3, demo not booked Metric to track: Booked demo within 48 hours of sending
Before Inbox
Vaultline Bio Team Follow-up: schedule your demo – We would love to hear from you. 10:32
Follow-up: schedule your demo V Vaultline Bio Team <info@vaultlinebio.com> to me
Mon 2 Nov, 10:32 We noticed you have not scheduled your demo yet. Our platform offers a range of features. Please let us know a convenient time.
Contact us.
Regards, Sales
After Inbox
Vaultline Bio What happens if an inspector asks for one document? – Walk through a mock inspection with us in 20 minutes. 10:32
What happens if an inspector asks for one document? H Hannah Cole, Vaultline Bio <hannah@vaultlinebio.com> to me
Mon 2 Nov, 10:32
Hi Priya,
Picture it.
The inspector points at an amendment and asks, “Which version is signed, and who approved it?”
If the answer is “give us a moment”, the questions keep coming.
In your demo, we run that as a mock inspection:
We pull any record you choose.
Book my demo H Hannah Cole Solutions specialist · Vaultline Bio
P.S. Your inspection date is the real deadline. We can start the same week.
Vaultline Bio · 100 Sample Street, Cambridge, MAUnsubscribe · Manage preferences · View in browser
Email A5: day 10, last note Metric to track: Booked demo, or a reply of later
Before Inbox
Vaultline Bio Team Final reminder: your demo request – This is our last attempt to reach you. 08:05
Final reminder: your demo request V Vaultline Bio Team <info@vaultlinebio.com> to me
Mon 2 Nov, 08:05 We have tried to contact you several times. If we do not hear from you, we will close your request.
Reply to confirm.
Sales Team
After Inbox
Vaultline Bio Should we stop emailing you? – Tell us if the timing is wrong. If not, one call fixes it. 08:05
Should we stop emailing you? H Hannah Cole, Vaultline Bio <hannah@vaultlinebio.com> to me
Mon 2 Nov, 08:05
Hi Priya,
This is my last note for now.
If your next inspection is far off, reply “later” and I will check back in a month.
If it is close, the risk is the weeks you spend rebuilding files by hand.
We set up a first study in two weeks and migrate it for you.
Book my demo H Hannah Cole Solutions specialist · Vaultline Bio
Vaultline Bio · 100 Sample Street, Cambridge, MAUnsubscribe · Manage preferences · View in browser
Stage Deciding
Trigger Day 11 of the trial, then expiry
Goal A paid plan
A 14-day trial is short, and a solo lawyer decides alone. These emails turn the work already done in the trial into the reason to pay.
Email 1: day 11 Metric to track: Trial to paid rate
Before Inbox
Solobrief Team Your trial is expiring – Upgrade now to avoid losing access. 09:14
Your trial is expiring S Solobrief Team <info@solobrief.com> to me
Mon 2 Nov, 09:14 Your free trial will expire in 3 days. Upgrade now to continue using Solobrief. Do not lose access to your data!
Click here to choose a plan.
Billing Team
After Inbox
Solobrief You tracked the hours. Who is paying for them? – Keep everything from your trial for $59 a month, flat. 09:14
You tracked the hours. Who is paying for them? M Maya Brooks, Solobrief <maya@solobrief.com> to me
Mon 2 Nov, 09:14
Hi Dana,
Solo lawyers lose the most money on hours that never get billed.
In your trial you tracked 14 hours and sent 3 invoices.
All of it stays when you pick a plan.
$59 a month, flat. Trust accounting and payments included.
Choose a plan Your trial ends in 3 days.
Not ready? Reply and tell me what is missing.
M Maya Brooks Customer success · Solobrief
Solobrief · 300 Sample Road, Austin, TXUnsubscribe · Manage preferences · View in browser
Email 2: day 14 Metric to track: Plan chosen on the last day
Before Inbox
Solobrief Team Final notice – Your account will be suspended. 10:32
Final notice S Solobrief Team <info@solobrief.com> to me
Mon 2 Nov, 10:32 This is your final notice. Your account will be suspended at midnight. Upgrade immediately.
Upgrade immediately.
Solobrief Billing
After Inbox
Solobrief Open this before midnight – Your trial ends tonight and your clients are still inside. 10:32
Open this before midnight M Maya Brooks, Solobrief <maya@solobrief.com> to me
Mon 2 Nov, 10:32
Hi Dana,
Your trial ends tonight.
Your clients, matters and invoices are still inside it.
Choose a plan today and nothing changes.
If you do not, we keep your data for 30 days. (Sample policy.)
Choose a plan Questions about trust accounting? Reply and I will answer today.
M Maya Brooks Customer success · Solobrief
Solobrief · 300 Sample Road, Austin, TXUnsubscribe · Manage preferences · View in browser
Email 3: day after expiry Metric to track: Reactivated plans
Before Inbox
Solobrief Team Your account has been deactivated – Reactivate now. 08:05
Your account has been deactivated S Solobrief Team <info@solobrief.com> to me
Mon 2 Nov, 08:05 Your free trial has ended and your account is deactivated. To regain access, please upgrade to a paid plan.
Please upgrade.
Solobrief Team
After Inbox
Solobrief We are holding your data for you – 30 days. After that, we cannot get it back. 08:05
We are holding your data for you M Maya Brooks, Solobrief <maya@solobrief.com> to me
Mon 2 Nov, 08:05
Hi Dana,
Your trial ended yesterday.
We are holding your 14 hours, clients and invoices for 30 days.
After that, we cannot get them back. (Sample policy.)
Pick up where you stopped: $59 a month, cancel any time.
Choose a plan Want help moving your data first? Reply and I will do it with you.
M Maya Brooks Customer success · Solobrief
Solobrief · 300 Sample Road, Austin, TXUnsubscribe · Manage preferences · View in browser
Katleho Joy Molekwa. Growth marketing: acquisition, activation, retention and revenue.