Next Steps for [SaaS Name] at [Company Name]
Hi [Prospect’s First Name],
Thank you again for connecting [this morning/ this afternoon/ last [day of week]]!
I’m just following up with a recap of what we covered on the call, as well as some next steps to get [Company Name] started with [SaaS Name].
To begin, here are the discussion areas we covered, as well as the recommended features [SaaS Name] offers:
Discussion Area | Feature |
[Avoid manually adding contacts into your CRM] | [Automated workflows, drag-and-drop process dashboard] |
[Cut research workflows by up to 40% with AI lookups] | [AI LLM integrations, ML suggestions] |
[Drive 30% more conversions, as seen with [past client]] | [Marketing automation pipeline, direct social media posting] |
[Mitigate data duplication errors from plug-in overlap] | [Data entry assistant, flagged duplications] |
I also recognize your concern with [SaaS concern 1] and [SaaS concern 2]. I’m pleased to say that our [birds-eye dashboard] and [AI integrations] have successfully addressed both of these issues with past clients. I’m confident we can achieve the same results for [Company Name].
I’ll be in touch [two weeks] from today, but in the meantime, I wanted to send over a few steps to get started!
Step | Guidance | Notes |
1 | Register through our signup portal with a 20% introductory discount. | Available at www.companyname.com/signup using promo code XFDER |
2 | Carry out the onboarding process with our [SaaS Name] liaison. | Primary POC: Jeff Smith at jeff@companyname.com |
3 | Provide our tech lead with permissions to conduct the implementation and launch process. | Primary POC: Sara Rogers at sara@companyname.com |
As always, I’m here if there’s anything you need!
Thanks [Prospect’s First Name].
All the best,
[Signature Line]
