<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=518860&amp;fmt=gif">
Convergence a certified hubspot partner
<<
Back to Blog
Getting Started With CRM Marketing Strategies HubSpot Advanced Tools Economic + Workforce CRM

When RFI's go Dark.. do this.

Image of Tom Wengler
Tom Wengler

 

RFI follow up email template in HubSpot - send automatically Our Economic Development clients  spend a ton of time working on and replying to RFP - RFI's.

Following up consistently is a challenge.

So, let's make this easy. 

Automate it!

 

1. Create your email template.  Steal this one.

2. Change the last line every so often - make it funny / playful / friendly.

3. Personalize the subject line, etc. This will increase open rate and response rate.

4. Set up the workflow so that a task is created, in a Task Queue.  Send that email out 24 days (or so) later. 

 

Know where you stand. Track losses. Ask for feedback. Record the evidence for your Lost RFP - RFI report.

Schedule a Call

www.convergence-crm.com

Leave a Comment

Image of Tom Wengler

Tom Wengler

Tom Wengler, Managing Partner and Founder of Convergence, llc. has been helping clients adopt CRM systems since 2010. His company has been a HubSpot Partner since 2018. Expertise: marketing, sales, economic development, business incubators and accelertors, tourism.

Getting Started With CRM Marketing Strategies HubSpot Advanced Tools hubspot startup
Image of Tom Wengler
Tom Wengler

How Start Up Businesses can get HubSpot for 90% off

Imagine being able to buy a Ferrari for 90% off.  HubSpot is a Ferrari for

your start up. So, here's...

Read more
Getting Started With CRM Marketing Strategies Economic + Workforce CRM
Image of Tom Wengler
Tom Wengler

How do we create a list of HR directors in HubSpot?
HubSpot and LinkedIn make it easy to find new contacts that you can market to.
Read more