SAMYAK JAIN

Capability

Email and CRM

Email and CRM is how a pipeline that currently depends on referral gets a second channel, one that reaches past clients, specifiers and prospects without a personal introduction each time.

The problem it solves

A pipeline that runs on who the owner personally knows has a ceiling, and the ceiling is the size of the owner's contact book.

What is delivered

  • Segmentation of client, specifier and prospect lists
  • Email sequence structure
  • CRM set-up or audit
  • Commercial language for follow-up

How it runs

  1. Audit

    Existing lists, tools and follow-up habits reviewed.

    1 week

  2. Segmentation

    Client, specifier and prospect segments defined.

    1 week

  3. Build

    Sequences and CRM structure built.

    2 to 3 weeks

  4. Handover

    Ongoing use handed to a maintained system.

    1 week, then ongoing

Enquiries for email and crm start with what the business is for. Start an Enquiry.