Pre-Meeting Preparation: When a prospect scheduled a meeting, they received a confirmation email with a link to upload their office diagram. This allowed the contractor to walk into the first meeting fully prepared with tailored recommendations.
Post-Meeting Follow-Up: After the meeting, prospects received a thank-you email, a link to the company’s testimonial page, and later an educational guide on office connectivity and security—keeping the contractor top-of-mind while adding value.
Timed Reminders: Four days after the follow-up email, the contractor received both an email and text reminder to call the prospect, ensuring no opportunity sat idle.
Process Automation: By automating intake, follow-ups, and reminders, the sales team could spend less time on admin tasks and more time closing deals.
The new process not only streamlined operations but also elevated how the business presented itself compared to competitors still gathering details during the first meeting.