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Email sequence to promote CRM system

Subject line: First name, it’s time to make a change!

Hi First name,

As you might be aware, we’ve been working behind the scenes to improve efficiency and how we operate. Ultimately, we want to make it easier for you to do your job without worrying about admin and red tape.

This is where our brand new CRM system, XXX comes in. We’ve been setting it up and testing it over the past few months, and we’re nearly ready to go live.

XXX will make it easier for you to submit expenses, oversee your availability and control your schedule. Plus, as it comes with a smartphone app, you can manage your working day while you’re on the go. No having to handle your paperwork when you get home or lying awake in bed wondering if you sent that invoice in time.

Over the next few weeks, we’ll explain the benefits of XXX and how it will free up your time. If you have any questions in the meantime, just fire us an email or give us a call, and we’ll be happy to explain the system in more detail.

We’re really excited, and we hope you will be too!

Thanks,

XXX

Subject line: Just say no to calls and emails

Hi First name,

Spam emails, pointless phone calls, meetings that could have been an email… we all hate correspondence that isn’t completely necessary.

That’s why you’ll love the live chat functionality on the XXX app.

No need to call your scheduler if you want to take on extra work or have a query about an upcoming job. Send a message, and we’ll reply as soon as possible.

(Although if you do want to send us an email or give us a call, know that we’re here!)

We’ll also send you message alerts on your active jobs. No having to search through hundreds of emails or pulling over to check your voicemails. Just all the information you need at your fingertips.

Thanks,

XXX

Subject line: Everything you need in one easy app

Hi First name,

Contact details. Job permits. Risk assessments and method statements. There’s a lot of paperwork you need to be mindful of when going to a job.

And there’s nothing more frustrating than frantically ploughing through your emails to find the correct information to give to the site manager.

With XXX, all the up-to-date documentation you need to do your job is in the mobile app. Just access the relevant job, and it’s all there in one easy-to-find folder.

Need additional information like out-of-office access arrangements? That’s all there too.
Less time for admin and red tape, more time for you to do what you do best.

Thanks,

XXX

Subject line: Money (that’s what you want!)

Hi First name,

We pride ourselves on honesty and transparency as a business, especially when it comes to paying and reimbursing our contractors. But there’s always room for improvement, right?

You’ve told us you wanted to make submitting and managing expense requests and purchase orders easier. With the XXX app, raising and managing your outgoings is easier than ever, with no need to wait until you’re at a computer. Snap a photo, upload it to the system, and we’ll keep you up to speed with what’s going on.

Whether you’re filling up your van or sending in your latest invoice, XXX puts you in complete control.

Thanks,

XXX

Subject line: Your very own personal assistant

Hi First name,

We’d all love a personal assistant. Someone to keep our calendar updated, reach out to people on our behalf, and make us endless cups of coffee.

Okay, XXX can’t put the kettle on for you, but it can manage your itinerary.

With the XXX app, you’ll get a confirmation email when you accept a job and a notification email the day before you attend a job. This means you always know what you’re doing and where you need to be without the need to reach out to your scheduler.

XXX will even send an automated ‘I’m on the way’ email when you’re heading off to a job, so clients are ready for your arrival. The wonders of modern technology!

Thanks,

XXX

Subject line: Make the most of your time

Hi First name,

In the past, you used to get a flurry of emails from your scheduler before a big bank holiday asking for your availability so they could update the system. With XXX, you get to control your own destiny.

You can easily manage the days and hours you work in the mobile app. Need to take a last-minute day off or have some last-minute availability? Just update the app, and you’re good to go.

XXX’s automated scheduling feature means we can ensure your days are optimised for the best results, and you get jobs closest to your home patch.

Less time travelling to jobs, lower fuel costs, more chargeable work. Result.

Thanks,

XXX

Subject line: So First name, what’s next?

Hi First name,

So, we’ve established that the new XXX CRM system can optimise your working day and save you time and money.

What next?

We’ll shortly send you your username and password so you can get up and running as soon as possible.
Don’t worry about onboarding; we’ve got you covered. We’ll send you a collection of videos showing you how to access all the features you need. We know your time is valuable, so we’ve made them super speedy and easy to understand.

And, of course, if you have any additional questions or queries, we’re always here to help.

It’s an exciting time, and we’re looking forward to getting started. Together, we can improve operations, enhance the customer experience, and continue to make XXX the number one name in the UK for XXX.

Thanks,

XXX

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