Sprout Social

Day 0

**Subject** Thanks for requesting a demo of Sprout Social!

**Body**

Hi there,

Thanks for reaching out for a demo of Sprout Social. We look forward to speaking with you soon. If you’ve already selected your meeting time with our calendar feature, we will reach out at your scheduled date and time. If you haven’t, we will reach out within 24 hours to schedule.

Be sure to

check out our blog

for a jump start on your social media inspiration.

Team Sprout

Day 0

**Subject** Invitation: {{company_name}} + Sprout Social

**Body**

Hi {{first_name}},

Thank you for putting time on my calendar! To set expectations for our first call, I’d like to learn more about your social strategy and determine if Sprout can meet your needs. If so, we’ll be able to schedule a meeting to discuss in greater detail with an Account Executive aligned to your business.

Please use this {{link}} to join the meeting. If you are unable to join via Zoom, I will call you directly at 8888 9999.

If you need to reschedule, please use this {{link}}

Thanks,

John Doe

Day 1

**Subject** Meet John // Sprout Social

**Body**

Hi {{first_name}},

I look forward to talking to you in the next hour, {{first_name}}! As a reminder, please use this {{link}} to join the meeting. Please let me know if you are unable to join the Zoom meeting and I will call you at 8888 9999. We’ll spend 10-15 minutes discussing your social goals and answer any questions you may have about Sprout.

Best,

John

Discovery call

Day 1

**Subject** Re: Meet John // Sprout Social

**Body**

Hi {{first_name}},

It was pleasant speaking with you earlier. I enjoyed learning more about {{company_name}} and the strategy to strengthen corporate brand through employee and founder branding on LinkedIn.

Your next meeting will be with Jane. Your next meeting is scheduled on {{date&time_stamp}} via Zoom. I’ve included the link in the calendar invite. If you didn’t receive the invite, or if you need to make any changes to the date/time, please let us know ASAP. The next call with Jane will be a deeper dive into your current social strategy and how Sprout Social can help attain your goals.

Best,

John Doe

Senior Sales Development Representative Sprout Social

WhatsApp Message: +65 8888 9999

Day 1

**Subject** Re: Meet John // Sprout Social

**Body**

John, thanks for the introduction!

Hi {{first_name}},

Pleasure e-meeting you and I look forward to speaking with you this Friday.

Regards

Jane Doe

Senior International Account Executive

Sprout Social

mobile: +65 8888 9999

Day 1

**Subject** Invitation: {{company_name}} + Sprout Social

**Body**

Hi {{first_name}},

Thanks for booking time on my calendar! I’m looking forward to connecting.

Kindly, Jane

Discussion call

Day 16

**Subject** {{company_name}} + Sprout Social

**Body**

Hi {{first_name}},

Hope you have had a great week!

Had to do a bit of digging with my solutions engineer but for your question on whether sharing via employee advocacy will contribute to the reshare count, The answer is Yes, but you would need to use the “Send to Advocacy” workflow to do a “true” reshare on LinkedIn (instead of sharing a link to the post).

As for the pricing, that would be $500/month for the employee advocacy tool and $399/month for the core Sprout social media management solution. This would have to be an annual commitment and the total annual contract would be at $10,788.

Do let me know If you have any other question and I will be happy to help!

Regards

Jane Doe

Senior International Account Executive

Sprout Social

mobile: +65 8888 9999

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8×8

Day 0

**Subject** Thank you for your inquiry!

**Body**

Hi {{first_name}},

Thank you for reaching out to 8×8. Keep your phone close. A dedicated 8×8 communication expert will be in touch with you soon to learn more about your business needs and go over the next steps. Alternatively, you can call us at this number: 1-866-879-8647 or you can click here to schedule a meeting at a time that is convenient for you. You may also check out other resources and see helpful tools for your business here.

Thanks again for coming by. We look forward to speaking with you.

Regards,

The 8×8 Team

Day 0

**Subject** Thoughts for a 10-20 minute demo?

**Body**

Hi {{first_name}},

Thank you for your interest in 8×8.

Our cloud-based VOIP Phone System includes voice calling, SMS/MMS, video, chat, and CRM integrations into one communications experience enabling increased employee and customer engagement globally.

Our X2 standard package (all-in-one plan) is now yours for just $18 per user from $25 regular price.

X2 plan includes:

• Unlimited calling to 14 countries
• SMS/MMS Messaging and Internal Messaging (1:1 and Group Chats for collaboration)
• Video Conferencing
• E-Fax
• Call Recording, Voicemail Transcription, IVR/Auto Attendant, Call Queue
• Analytics Report (# of abandoned, answered calls, etc)

To make things easy, you can either give me a ring at 669 252 0173 or book a convenient meeting directly through this link.

All the Best,

John Doe

Account Executive

8888 9999 Work Hours: 11AM – 8PM (EST)  Book a meeting with me

Day 3

**Subject** Re: Thoughts for a 10-20 minute demo?

**Body**

Hello {{first_name}},

This email is a follow-up to your inquiry into a business phone solution.

In the meantime, please answer as many questions as possible below so I can better understand your needs:

What prompted your interest in a new business phone solution?

Who are you currently using?

How many users or employees do you have? How many of them will need desk phones?

What is your timeline to have a solution in place?

I’d love to discuss in detail how we can help improve the way your business communicates.

When would be a good time to set up a brief call with you?

Book a meeting with me

All the Best,

John Doe

Account Executive

8888 9999 Work Hours: 11AM – 8PM (EST)  Book a meeting with me

Demo call

Day 4

**Subject** 8×8 – Meet Conversation

**Body**

Hi {{first_name}},

Thanks for your time this morning. Following up on where we left off, please see the attached proposal.

Here’s what I can do for you:

• $17/user for X2 plan (from 25)
• $30/user for X4 plan (from 45)

Flist of features is attached to the datasheet. Quick demo of the phone system, and what it looks like:

{{video}}

Please email me back or call me to discuss further. Number is 8888 9999. Looking forward!

All the Best,

John Doe

Account Executive

8888 9999 Work Hours: 11AM – 8PM (EST)  Book a meeting with me

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Paypal

Day 0

**Subject** Responding to your PayPal Inquiry

**Body**

Hi {{first_name}},

My name is John Doe and I am part of the Business team here at PayPal Singapore.

I received an enquiry you sent in via our website and tried calling you but to no avail.

I wanted to gather more information from you so that I can set up a discussion with the appropriate account manager.

When is an appropriate time to call to chat quickly, alternatively, do send me your enquiry here.

Thank you.

Best Regards,

John Doe

Day 2

**Subject** Re: Responding to your PayPal Inquiry

**Body**

Hi {{first_name}},

Glad to hear from you.

I do have a few questions for you.

1. What does your company do?
2. Where is your company registered in?
3. What is your registered company name?
4. What currency do you want to accept(more than 1 Is ok)?
5. What is your estimated/targeted online sales volume per month/annually?
6. Do you have a current PayPal/Braintree account in Asia?

Would you be available tomorrow or Monday afternoon at 3pm?

Best Regards,

John Doe

Day 9

**Subject** Re: Responding to your PayPal Inquiry

**Body**

Hi {{first_name}},

I was on leave the last few days and missed out on your email reply for this Wednesday. Would you be available tomorrow or next Monday for a meeting instead?

Best Regards,

John Doe

Day 15

**Subject** Re: Responding to your PayPal Inquiry

**Body**

Hi {{first_name}},

I wanted to follow up with you from my previous email.

Would you be available for a call later today?

Best Regards,

John Doe

Day 16

**Subject** Re: Responding to your PayPal Inquiry

**Body**

Hi {{first_name}},

Sure, I will send out a Teams meeting invite on a separate email for 3.30PM tomorrow.

Looking forward to speaking with you.

Best Regards,

John Doe

Day 16

**Subject** {{company_name}} X PayPal Meeting

**Body**

Hi {{first_name}},

Please find the meeting link below. Kindly accept the meeting as confirmation.

My colleague, Jane will be joining this call as well.

We look forward to speaking with you.

Best Regards,

John Doe

—————————–

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Demo call

Day 17

**Subject** {{company_name}} X PayPal

**Body**

Hi {{first_name}},

Thank you for your time and sharing. I will share a couple of information with you below and hope that this will gives you a better insight.

PayPal and BrainTree do not have setup fee, or maintenance fee.

PayPal Transaction Fee:

• 3.9% + SGD 0.50 (domestics cards)
• 4.4% + Fixed Fee (based on currency received. example. USD 0.30) International cards

BrainTree Fee:

• 3.4% + SGD 0.50 (domestics cards)
• 4.4% + Fixed Fee (based on currency received. example. USD 0.30) International cards

There are other fees for feature such as muti currency withdrawal.

• PayPal: 3%
• BrainTree: depends on settlement in USD Daily $440. Weekly $88. Bi-Monthly $44. Monthly $22

The Fees I’ve mentioned about are our published rate, we can always go into further discussion on the rate when we move forward.

Similar merchants in the market with PayPal/BrainTree: RocketReach, Hunter.io, Snov.io, Uplead

Unfortunately, I will not be able to share comparison between PayPal VS competitors. What I do have is a Business Resource Centre: Business Resource Centre | PayPal Singapore and Business Resource Center | PayPal US where there are articles, case studies, information and insights. US site will have more information compared to the SG one.

I hope I’ve provided you with enough information. Feel free to reach out to me to find out more, I will be more then happy to provide you.

Regards,

Jane Doe

PayPal / BrainTree Account Specialist

South East Asia

PayPal Pte. Ltd.

5 Temasek Boulevard, #09-01 Suntec Tower 5, Singapore 038985

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Cloudflare

Day 0

**Subject** Greetings from Cloudflare

**Body**

Hope you and your team are doing well!

Thank you for reaching out and for your interest in Cloudflare.

To better understand your needs and goals, it would be better if we can arrange a call to discuss the details. May I suggest setting a time to connect over Phone, Zoom or Google Hangout, or any social App?

Look forward to connecting with you!

Book a meeting with me: https://meetings.salesloft.com/cloudflare/johndoe

Best,

John Doe | Head of BD – GCR & iGaming

Mobile: +65 8888 9999 / +86 88889999

Wechat & WhatsApp & Telegram & LINE: +65 8888 9999

Day 2

**Subject** Invitation: {{company_name}} // Cloudflare discovery conversation

**Body**

If the time is not suitable for you,

click here

to reschedule the meeting

1. Cloudflare overview
2. Q & A
3. Next step

John Doe is inviting you to a scheduled Zoom meeting.

Topic: {{company_name}} // Cloudflare discovery conversation

Time: {{date&time_stamp}}

Join Zoom Meeting

Day 2

**Subject** Re: Accepted: ContactOut // Cloudflare discovery conversation

**Body**

Hi {{first_name}},

Thanks for reaching out and booking my time.

See you tomorrow, and two my colleagues – one AE and one SE will join our meeting together.

We are based in Singapore, and can conduct the meeting in both Mandarin and English. Thanks!

Best,

John Doe

Discovery call

Day 3

**Subject** Understanding Your Interests in Cloudflare

**Body**

You expressed interest in Cloudflare a couple of days ago, and I wanted to see if you’re still open to having a quick chat?

We usually help our customer with the below functions:

1. Protecting both applications and networks from DDoS attack
2. Mitigating against malicious bot abuse
3. Accelerating and ensuring application availability
4. Zero-Trust/Secure Access Service Edge (SASE) network transformation
5. Securing remote workforce

We would like to understand more about your needs to help find out the most suitable solutions for your business.

Book a meeting with me: https://meetings.salesloft.com/cloudflare/johndoe

Best,

John Doe | Head of BD – GCR & iGaming

Mobile: +65 8888 9999 / +86 88889999

Wechat & WhatsApp & Telegram & LINE: +65 8

Day 3

**Subject** [Cloudflare] Follow-up on Today’s Meeting – Action Plan Summary and Next Steps

**Body**

Hi {{first_name}},

It was definitely a pleasure talking to you today and thanks for your time.

As discussed, I will share a quote form with you after discussing it with our Solution Engineer. I will be able to provide you with the accurate quotation once the form is filled out.

Meanwhile, if there are any further questions please do not hesitate to contact me. We look forward to the opportunity to work with you:)

Thanks for your time again and Happy Friday!

Jane Doe | Account Manager

jdoe@cloudflare.com

cell: +65 88889999

Day 6

**Subject** Re: [Cloudflare] Follow-up on Today’s Meeting – Action Plan Summary and Next Steps

**Body**

Hi {{first_name}},

I trust you had a wonderful weekend.

Attached, please find the quotation form. Could you kindly take a moment to fill it out? Once completed, I’ll promptly work on the quotes.

Additionally, we can arrange another meeting once the quote is worked out to discuss the commercials in more detail.

Feel free to reach out if you have any questions or require further clarification.

Thank you for your consideration and look forward to the opportunity to work with you in the future:)

Best Regards,

Jane

Day 9

**Subject** Re: [Cloudflare] Follow-up on Today’s Meeting – Action Plan Summary and Next Steps

**Body**

Hi {{first_name}},

I hope this email finds you well. I wanted to check in regarding the quote form I sent you earlier. Have you had a chance to review it?

Could you please let me know when you’ll be able to fill it out? Your prompt attention to this matter is greatly appreciated.

Thank you in advance!

Best regards,

Jane

Download presentation deck

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Okta

Day 0

**Subject** {{first_name}} – Your contact request

**Body**

Hi {{first_name}},

This is John from Okta. I am part of the account team in Singapore supporting ContactOut. I am reaching out as I was notified internally of a request you submitted recently.

If I may, can I seek your advice and help to share more on your inquiries about Okta/Auth0’s Identity and Access Management solutions?

To share a high-level, we help companies like NTUC, Yuu Rewards, OpenAi (Chat-GPT), and more bring:

• Seamless and yet secure user experiences when accessing their applications
• Reduction in GTM time and resources
• A single intuitive console to manage all user identities on their digital services

Would any of these be of interest to you?

Looking forward to hearing from you. Thanks, {{first_name}}.

Kind regards,

John Doe

Senior Enterprise Business Development – Asia

LinkedIn

Day 2

**Subject** Re: {{first_name}} – Your contact request

**Body**

Hi {{first_name}},

Thanks for getting back. We would be most happy to share more over a short Zoom. Would you have any available time slots for a quick 30-minute introduction and discussion for tomorrow PM? Please let me know if you have other slots in mind for the 23rd or 24th January PM as well.

The agenda for the call would be to share a high-level overview of our platform and to better understand more about your requirements. At the end of the call, I will also advise if Okta/Auth0 would be a good fit based on your use case and app environment.

Thanks, {{first_name}}.

Kind regards,

John Doe

Senior Enterprise Business Development – Asia

LinkedIn

Day 2

**Subject** Re: {{first_name}} – Your contact request

**Body**

Hi {{first_name}},

That works. Thanks! I have sent across the Zoom cal invite. Looking forward to speaking with you soon, {{first_name}}.

Kind regards,

John Doe

Senior Enterprise Business Development – Asia

LinkedIn

Introduction call

Day 8

**Subject** Re: {{first_name}} – Your contact request

**Body**

Hi {{first_name}},

Thanks for joining me on the call yesterday. I hope the session was insightful and gave you a better overview of how the Auth0 Customer Identity platform could help in your goals to better manage and secure your customer identity, remove duplicates, prevent bots, etc., and provide seamless customizable experiences for your customers.

Also, please do not hesitate to reach out to me should you or your team have any questions. I will be including the Account Manager for {{company_name}} and my Principal SE, who will be able to address your questions in our upcoming call.

Thanks!

Kind regards,

John Doe

Senior Enterprise Business Development – Asia

LinkedIn

Day 20

**Subject** Re: {{first_name}} – Your contact request

**Body**

Hi {{first_name}}, trust you are well.

I wanted to confirm our upcoming meeting this Thursday 3 – 4 pm. Will your other team members be able to join us for this session as well?

Please let me know if you would like for me to include anyone else in the cal. Thanks, {{first_name}}!

Kind regards,

John Doe

Senior Enterprise Business Development – Asia

LinkedIn

Customer identity discussion call

Day 37

**Subject** Re: {{first_name}} – Your contact request

**Body**

Hi {{first_name}}, hope you have been well.

I am hoping this is a good time to seek your advice. Have you and your team had the chance to discuss Okta internally and would there be any clarifications that we can help share more on?

Looking forward to hearing from you on how best we can support your requirements and any next steps in your evaluation process.

Thanks, {{first_name}}.

Kind regards,

John Doe

Senior Enterprise Business Development – Asia

LinkedIn

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PandaDoc

Day 0

**Subject** Invitation: {{first_name}} + John – PandaDoc Demo Request

**Body**

Thanks for booking time to meet! I’m looking forward to reviewing your needs and what brought you to PandaDoc.

Meeting link: {{link}}

Agenda for your call with John:

1. Review your use case and requirements.
2. Discuss how PandaDoc can be a solution to your problems and meet your goals.
3. Determine the appropriate next steps.

Best,

John Doe

Day 1

**Subject** Our meeting in two hours – PandaDoc

**Body**

Hi {{first_name}},

I look forward to connecting with you today at {{date&time_stamp}}. In case you need it I’ve included our meeting link below.

{{link}}

Best,

John Doe

Note: if you need to reschedule last minute, please use the following link: {{link}}

If you no longer wish to connect for our meeting, please click here to cancel: {{link}}

Demo call

Day 15

**Subject** Invitation: {{first_name}} and John Follow Up

**Body**

John Doe is inviting you to a scheduled Zoom meeting.

Join Zoom Meeting

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folk

Day 0

**Subject** Invitation: folk CRM – Demo

**Body**

Happy to chat about folk!

Here’s the agenda for our demo {{first_name}}

1. Chat about your specific use case
2. Demo of the product set up and in action
3. If needed, complete the setup of your account and customize it to your desired use case
4. Q&A

Don’t hesitate to invite your teammates to the event!

Need to make changes to this event?

Cancel: {{link}}

Reschedule: {{link}}

Day 3

**Subject** folk demo – confirmation needed

**Body**

Hey {{first_name}},

I’ve just seen on my calendar that we are meeting tomorrow to explore how setting up folk CRM might help you better manage relationships.

Could you confirm the event?

Best,

John Doe

Day 4

**Subject** {{first_name}}, let’s meet in 15 minutes

**Body**

Hey {{first_name}},

Just to remind you that we are meeting in 15 minutes for a folk CRM demo.

Looking forward to it,

John Doe

Demo call

Day 4

**Subject** folk – follow-up

**Body**

Hello {{first_name}},

Was a pleasure to meet today.

Here is a handy video to share with your sales team: https://vimeo.com/870602417

Also, you’ll find below the comparison with Pipedrive

Last, I invited you as mentioned to the follow-up event as mentioned

John

John Doe

Co-founder

Follow-up call

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Gitlab

Day 0

**Subject** Your request, {{company_name}} | Gitlab

**Body**

Hello {{first_name}},

Thanks for contacting us through our chat bot, and sorry we weren’t able to schedule a meeting then.

To most effectively and accurately answer your question, it would be best to set up a quick call. Would you be available for a chat today? If so, what number I can reach you on? If not, I’m including my calendar with other potential options. {{link}}

Feel free to grab what works best on your end.

Looking forward to connecting,

John

John Doe

Sales Development Representative AMER

99998888

Day 3

**Subject** Re: Your request, {{company_name}} | Gitlab

**Body**

Hi there {{first_name}},

Hope to connect soon but for now, thought this resource could be helpful- it highlights how GitLab compares to other DevOps tools. There’s also a wealth of information here in our GitLab Documentation.

Kind Regards,

John

John Doe

Sales Development Representative AMER

99998888

Day 7

**Subject** {{first_name}}, Was your inquiry resolved?

**Body**

Hi {{first_name}},

If not, I’d be happy to help you directly over a quick call. {{link}}

I am curious as to what drove your interest in GitLab.

We find that most of our clients are looking to achieve at least one of outcomes below, is there a particular one that is top of mind for you?

• Increase operational efficiencies
• Deliver better products faster
• Reduce security and compliance risk

Kind regards,

John

John Doe

Sales Development Representative AMER

99998888

Day 9

**Subject** Invitation: GitLab + {{company_name}} – Discovery Call

**Body**

Hi {{first_name}}, Thank you for scheduling time to further discuss your team’s focus and goals. Though this will not be a technical call, we will be able to connect you with the correct technical resources after this discussion. To help make the most of our time, please find an agenda below:

Proposed agenda:

• Introductions
• Recap of current and ideal DevOps environment, workflow, and needs
• How GitLab aligns to your current situation and goals
• Discuss technical requirements
• Overview of GitLab application
• Determine next steps and answer any remaining questions

Thank you and please let us know if there’s anything you would like to add to the agenda!

Best, John

Discovery call

Day 16

**Subject** GitLab Meeting Follow Up

**Body**

Hi {{first_name}},

I have submitted a request to connect you with a representative located in Australia to make scheduling a bit easier with you and {{first_name}}. I will let you know when that is confirmed and cc them on this email chain.

Here are a couple testimonials I pulled from our site that seem to match your use case pretty well:

Nebulaworks

Anchormen

Here is the link for our testimonials page that lets you filter by headcount, industry, and region if you’d like to look at a few more.

Here is an overview of why more and more businesses are switching to GitLab from competitors. For GitHub specifically, this link provides a clear comparison.

Looking forward to continuing this relationship.

John

Day 22

**Subject** Re: GitLab Meeting Follow Up

**Body**

Hi {{first_name}},

I’ve connected with your account representative, Jane Doe, and she’ll be your point of contact at GitLab from here on. Here’s her Calendly link so you can book some time with her: {{link}}

Warm regards,

John

John Doe

Sales Development Representative AMER

99998888

Day 22

**Subject** Re: GitLab Meeting Follow Up

**Body**

Hi {{first_name}},

Nice to e-meet you, and thanks for the intro John.

Are you available sometime this week or next week for a call? Look forward to hearing from you.

Thank you,

Jane

Book a meeting with me here

Jane Doe

SMB Account Executive

Email janedoe@gitlab.com | Phone +61 447453433

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Smartsheet

Day 0

**Subject** Smartsheet Enquiry Follow Up

**Body**

Hi {{first_name}},

My name is John, I’m part of the Discovery team here at Smartsheet. Your query landed in my inbox and I’d be happy to help.

Would today or tomorrow be the best time for a short 5 minute call?

Cheers,

John Doe

Sales Development Representative

APAC | Sydney AU

60 Margaret Street, Sydney NSW 2000

john.doe@smartsheet.com

(02) 9999 8888

Book Time on my calendar

Day 7

**Subject** Re: Smartsheet Enquiry Follow Up

**Body**

{{first_name}}, did you see my last email?

Let me know if you have a few minutes today or tomorrow for a quick call. Or, go ahead and reserve time on my calendar.

Thanks!

John

Day 11

**Subject** Re: Smartsheet Enquiry Follow Up

**Body**

Hi {{first_name}}

Thank you for getting back to me,

Yeah that’s completely fine, I added a Zoom link into the calendar invite.

Kind regards,

John Doe

Sales Development Representative

APAC | Sydney AU

60 Margaret Street, Sydney NSW 2000

john.doe@smartsheet.com

(02) 9999 8888

Book Time on my calendar

Conferencing call

Day 12

**Subject** Smartsheet Introduction

**Body**

Hi {{first_name}},

Thank you for your time today and for sharing more about your background! I would like to introduce you to Jane, your business advisor here at Smartsheet!

I have sent the calendar invite and Jane will contact you on Monday via Zoom.

If you have any questions, please let me know.

Kind regards,

John Doe

Sales Development Representative

APAC | Sydney AU

60 Margaret Street, Sydney NSW 2000

john.doe@smartsheet.com

(02) 9999 8888

Book Time on my calendar

Intro call

Day 16

**Subject** How can we automate project management and reduce Jira expense?

**Body**

Hi {{first_name}},

Good to chat with you yesterday.

As promised, here is a summary of the situation at {{company_name}} with an outline of the challenges it presents and how you can work with Smartsheet to overcome these challenges.

The recording of our conversation can be found here:

{{company_name}} x Smartsheet Recording (28min) Passcode: XXxxxxXXX

Summary:

The Product and Engineering teams at {{company_name}} are impeded due to inefficient communications and manual updates spread across Jira, emails, Excel, and Slack. This has led to hours wasted per week following up on tasks manually, which means product milestones can be delayed and unnecessary spend of {{company_name}}’s funds to further improve the Data Intelligence platform and provide best in class service for clients.

Evaluating Smartsheet

Smartsheet is a market leading platform with no-code automation able to be built to notify and alert team-members triggered from a wide range of possible criteria such as task due date, budget changes, new person assigned, etc.

Customer Story: Tranzact

TRANZACT Accelerates Project Management With Smartsheet

“It allows us to create priority trackers, project plans, and task lists in a more user-friendly manner,” she continues. “You get the best of both worlds with Smartsheet integrated with Jira. We’ve been able to create so many different views for all the different audiences and disseminate that information faster than ever before.”

Next Steps

Please let us know which of Tuesday 13th or Wednesday 14th is a better day to invite your Head of Engineering to join us for a more in-depth discussion of requirements.

Following this session, we may look closer into a demo with finalized commercial proposals based on your timeline.

Kind regards,

Jane

PS: The benefits in our early discussion seem to be hours saved in manual updates and reminders, which will become only more costly as runway runs out, along with a significant reduction in spending on Jira, which could be an immediate cost consolidation into JIra x Smartsheet.

-—————–

Jane Doe

Account Executive – Expansion

jane.doe@smartsheet.com

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Box

Day 0

**Subject** Invitation: {{first_name}} & John Doe (Box)

**Body**

Looking forward to connecting! The purpose of this first call is to learn more about your use case, answer any questions you have about Box and discuss potential next steps.

Join here: https://join.gong.io/box/john.doe

For all Support related inquiries, please submit a ticket here:

https://support.box.com/hc/en-us/requests/new

This is the fastest path for a response. I’m apart of the Box Sales Team and am unable to service any Support related items. Thanks!

Day 0

**Subject** Looking forward to our meeting at {{date&time_stamp}}

**Body**

Hey {{first_name}} ,

Saw we have a meeting for {{date&time_stamp}} – can’t wait to chat! For your convenience, I’ve included our meeting information below:

Time: 12:30 PM

Date: Wednesday, January 24, 2024

Location: Join Zoom meeting here

Do you have any questions? Feel free to reply here – talk soon!

Cheers,

John Doe

Sales Development Representative, Box

Day 1

**Subject** see you soon for our meeting tomorrow!

**Body**

Hey {{first_name}} ,

Can’t wait to connect tomorrow. For your convenience, I’ve included our meeting information below —

Time: 12:30 PM

Date: Wednesday, January 24, 2024

Location: Join Zoom meeting here

Do you have any questions? Feel free to reply here – talk soon!

Cheers,

John Doe

Sales Development Representative, Box

Day 2

**Subject** see you soon for our meeting in a few minutes!

**Body**

Hey {{first_name}} ,

Can’t wait to connect today at 12:30 PM. For your convenience, I’ve included our meeting information below —

Time: 12:30 PM

Date: Wednesday, January 24, 2024

Location: Join Zoom meeting here

Do you have any questions? Feel free to reply here – talk soon!

Cheers,

John Doe

Sales Development Representative, Box

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