Sales Follow-Ups

Action requested: Bulk Import

Hi Jon, I noticed you haven’t started your Bulk Import in Close.io yet. Would like some help with that?

Once you have imported your CRM contacts, historical email conversations from up to 2 years ago will appear (it’s magical). When you send an email from Close.io or your regular email application, it will automatically get tracked in Close.io and your regular email application. When you get a reply, it will also appear in Close.io.

Your Business plan trial has unlimited calling minutes globally, which means you can call any of your contacts with one click.

Start your import right now by going to top right corner: your name > Bulk Import.

Thanks,
Rebecca

Close.io Followup

Hi Jon, following up. I have a few questions to determine if Close.io is the right fit for you. The purpose of me asking is to save you time and ensure that I have done everything in my power to make your trial successful. If we are not a good fit, I will suggest another CRM.

Please let me know if any of these times work for a 15 minute call. I will share my agenda in the calendar invite.

• Tomorrow at 9am or 2pm EST
• Monday at 11am or 3:30pm EST
• Tuesday at 10am or 4pm EST

Thanks,
Rebecca

Trial ending

Hi Jon, your Close.io trial is ending soon. I have reached out but we were unable to connect. I take it that one of the following is possible:

• You will be upgrading once your trial expires – Yay!
• Now is not the right time for you to purchase a CRM – In that case, I completely respect your timing and hope to connect with you at a better time in the year
• You have some hesitations about upgrading or haven’t used the trial – I’d love to hear your concerns and explore some options with you

Looking forward to your response.

Thanks,
Rebecca

Cloudability – Trial

Thanks Jon for the reach out on a demo of our solution. I’m happy to help.
Did you have some time tomorrow late afternoon or Thursday midmorning for a
call? Where are you located?

Regards,
Steven

Steven Melton | Account Executive | 971-801-6842
[email protected]
Start a Trial! –> http://cloudability.com

Cloudability – Reconnect

Hi Jon,

I hope your are well. Do you still have interest in connecting within the
next week or two? Please let me know how I can help.

Thanks,
Steven

Steven Melton | Account Executive | [number removed]
[email removed]
Start a Trial! –> http://cloudability.com

Hi John Steven Walton(?) with Cloudability. Hope you’re doing well thanks again for the reach out, happy to put together a call for you for sure on our drawing demonstration of for AWS cloud cost management. My no. is 1-971-801-6842 I’ll send you quick email and look forward to scheduling some time. Thanks again.

Hi Jon, Steven Melton with Cloudability. Hope you’re well and reaching out. We aiming to put together a call walk through demo of our product for cost management of AWS / Azure initiatives. My number is [number removed]. Again that’s [number removed]. Also taped some colleagues at the London Summit as well so we kinda put together those conversations that’s helpful for you. Look forward to speaking.

Hey Jon, Steven Melton with Cloudability, hope you’re having a great week and again reaching out we’re working on putting together a demonstration for you. When you have a moment. My number is . Look forward to give you a call together walk you through savings on the cloud initiatives for AWS.

The caller did not leave a voicemail.

Thank You for Contacting Clover!

Hello Jon,

Thank you for contacting Clover. I tried to reach you by phone but was unable to contact you. My name is Brandy. I̢m happy to provide you with any assistance with learning more about Clover. When is a good time to reach you?

I̢m available Monday through Friday, from 9 am until 5 pm ET. My contact details are below.

Sincerely,

Brandy Walker
Consultant Support Coordinator
(O)[number removed] ext. 270-0870