Brit — Sales Follow-up

Pending Follow-ups

Overdue

Needs attention

87%

Response Rate

+4.2% this month

2.1d

Avg Response Time

-0.3d improvement

Follow-up Queue 10 contacts — sorted by urgency

Mike Rodriguez

Turner Construction — Project Manager

Last: 12 days agoRe: Memorial Hospital Phase 2

12d overdue

Sarah Lin

Hensel Phelps — Estimating Lead

Last: 8 days agoRe: Westfield Development Pricing

8d overdue

James Wright

Clark Construction — VP Procurement

Last: 7 days agoRe: Vendor Agreement Renewal

7d overdue

Amanda Park

SmithGroup — Architect

Last: 4 days agoRe: Spec Consultation Request

Due today

David Kim

Skanska — Senior Estimator

Last: 3 days agoRe: Federal Courthouse Quote

Due tomorrow

Lisa Torres

DPR Construction — Project Engineer

Last: 2 days agoRe: Submittal Review Status

On track

Brian Nakamura

Mercy Health — Facilities Director

Last: 2 days agoRe: Access Control Upgrade

On track

Christine Harris

Gensler — Interior Design Lead

Last: 1 day agoRe: Decorative Hardware Samples

On track

Robert Garcia

AECOM — Mechanical Coordinator

Last: 1 day agoRe: Electrified Hardware Specs

On track

Tanya Wells

Greenfield ISD — Maintenance Director

Last: todayRe: Summer Rekey Project

On track

Email Templates 6 templates

Post-Quote Follow-up (3 Day)

Hi {first_name}, I wanted to follow up on the pricing package we sent for {project_name}. Do you have any questions about the specifications or pricing? I'm available for a quick call...

Used 47 times · 72% open rate · 28% reply rate

Bid Submission Confirmation

Hi {first_name}, This confirms our bid submission for {project_name}. The package includes {hardware_sets} hardware sets across {opening_count} openings. Please find attached...

Used 31 times · 89% open rate · 15% reply rate

New Product Introduction

Hi {first_name}, I wanted to share an exciting product update that may be relevant to your upcoming projects. {manufacturer} has released {product_name}, which features...

Used 23 times · 54% open rate · 18% reply rate

Win-Back (Dormant Account)

Hi {first_name}, It's been a while since we last worked together and I wanted to reconnect. We've added several new capabilities including {new_capability} that I think could benefit...

Used 38 times · 31% open rate · 12% reply rate

Project Completion Thank You

Hi {first_name}, Congratulations on the completion of {project_name}! It was a pleasure working with your team. We'd love to hear your feedback and discuss any upcoming...

Used 19 times · 76% open rate · 34% reply rate

Upsell — Service Upgrade

Hi {first_name}, Based on our records, your {system_type} at {location} was installed {years_ago} years ago. We'd like to offer a complimentary assessment to identify opportunities for...

Used 14 times · 48% open rate · 22% reply rate