Discovery
- Intro Email (Inbound Marketing)
- Demo Agenda (Pre-Demo)
Demo
- Demo Reminder (Pre-Demo)
- Demo Follow-up (Post-Demo)
ROI
- ROI Follow-up | High CC Fees (Post-ROI)
- ROI Follow-up | Paper Checks (Post-ROI)
- ROI Follow-up | General DSO (Post-ROI)
- Send me your ROI info (Reminder, Pre-ROI)
- I don't have time for an ROI (Pushback, Pre-ROI)
Technical Alignment
- Tech Notes (Internal to Solutions, Pre-Tech)
Underwriting
- Paystand Underwriting Request (Mandatory)
- Underwriting - Social Security Requirement (Objection Handling)
Sequences
- Reach back out in 3 months (Bad Timing)
- Inbound, No Response (No Response after 3+ attempts)
- Restarting Conversations (Previously on Hold, Revive)