CRM Lifecycle portfolio
Turn demo requests into booked, held and signed demos. A demo request starts a three to six month buying cycle, and email protects it from no-shows and keeps it moving.
Portfolio mockup. Figures and customer details are samples.
Proof the system cuts inspection prep time
Validation, audit trail, signatures
Price per study, setup time, risk
Trigger: None yet. Goal: Earn a newsletter signup. Flow D.
Trigger: Form submitted. Goal: Booked demo. Flow A.
Trigger: Calendar status. Goal: Rebook, or recap and quote. Flow B and C.
Trigger: Quote signed. Goal: Live in two weeks. Flow E.
Trigger: Inspection date entered. Goal: Inspection ready. Flow F.
Trigger: Phase field changes. Goal: A second study. Flow G.
Trigger: Close-out date or inspection result. Goal: Clean archive and a referral. Flow G.
5 emails. Stops the moment a demo is booked.
2 emails. Rebook fast, without blame.
4 emails. Recap, quote, validation answers, migration plan.
Monthly. Inspection Ready: one lesson, one checklist, one tip.
4 emails. Live in two weeks.
4 emails. From 8 weeks before to 3 days after.
4 emails. A second study, a clean close-out, a referral.
Want to see these emails written? Open the Email/CRM Strategy portfolio for each one, before and after.
Demo booked rate
Under 200 words, one call to action, plain mobile layout. No more than two emails a week to any one person. Spam complaints under 0.1%.
One test at a time for two weeks each.
I work remotely on contract and freelance projects. Based in Mpumalanga, South Africa.
Email me