Sales Follow-Ups

Hey John this is Sam Evans calling from Birst, the reason for my call is I noticed that you’d signed up for the mobile launch webinar on September 8 for our product and I just wanted to find some time either this week or next to discuss what has been driving your interest and understand what you guys are doing for your data architecture. And ultimately data visualization at Vodafone. My number is [number removed] and I’ll shoot you quick email as a follow up and wait to get in touch. Talk to you soon.

Re: Bison Demo Request

Hi Jon, Thanks for reaching out! I’m excited you want to unlock the power of your story with Bison. Before a demo, tell me a little more about what you’re interested in on Bison.

Talk soon, Andrew

BlackLine – Demo Scheduling

Hi Jon,

As I mentioned in my voicemail, I’m reaching out to help coordinate the demo you requested earlier through our website. Do you have some time today or tomorrow to discuss what you’re looking for?

Anthony

Hi Jon this is Anthony calling from Blackline following up on the demo you requested through our website a little while ago. Give me a call when you have a minute. The number is [number removed] and be happy to help coordinate. Once again Anthony Marino over Blackline [number removed]. Talk to you soon. Bye.

Hi John it’s Anthony Marino calling again from Blackline. Following up again on the demo you requested to our website the other day. Wanna see if we can get that scheduled for you. Give me a call when you have a moment the number is [number removed]. Talk to you soon. Bye.

Setting up your Free Blueleaf Trial …

Hi Jon,

My name is John Prendergast and I’m excited that you’re interested in beginning our free trial.

To get you going, I’ll need you to briefly speak with one of our Blueleaf coaches. Their job is to get you set up and make sure you have a great Blueleaf experience.

We need to have a quick call because we’ll need some information from you to get you up and running. You just need to pick a time that works for you in our scheduling system by clicking below:

Schedule your Trial Setup with a Blueleaf Coach, here:

Or just reply to this email and let me know when you’re free.

In the meantime, if you haven’t seen our demo videos, here is a link to get them.

It’s a great series of 2-3 minute videos that will walk you though the main features of Blueleaf.

Let us know if you have any questions.

Talk soon,

John Prendergast

I wanted to make sure your Blueleaf trial request is being handled …

Hi Jon,

I’m the founder of Blueleaf and I noticed you requested a trial.

I wanted to make sure it was clear how to schedule a time to set that up.

Let me know if you have any questions. We can chat by email or phone, whichever you prefer.

I hope all is well.

Best regards,
John Prendergast

Your request to trial Blueleaf [Blueleaf Resources] …

HiJon,

There are just so many cool features to Blueleaf that I can’t possibly get them all into one email. Here’s one you’ll really like though. Your clients, through our client portal (the best of it’s kind in our industry), can add held-away accounts from over 10,000 different institutions.

That’s right. Your clients can put in their 401-K account and you can charge a management fee for it. How many clients do you have and how much do you think you could increase your business by if you do this for all of them? Let’s talk some more about this and other features Blueleaf has to offer.

To book some extended discussion time with me, please select a day and time on my calendar, which you can see here. Or, you can just call me.

Best regards,
Justin Shepard

Reaching out to setup the Blueleaf Trial you requested?

Hi Jon,

Please allow me to offer my sincerest apologies if you already know this (or have already registered for it), but I emailed you the other day and forgot to put this out there. Blueleaf offers a thirty-day free trial to give you the opportunity to try our application before making any decisions about it. Want to give it a try and see what the rest of the industry has been talking about? I’m available to discuss it further if you have some time.

To book some extended discussion time with me, please select a day and time on my calendar, which you can see here. Or, you can just call me.

Best regards,
Kevin Flynn

What time works for you? Setting up your trial …

Hi Jon,

I hope all is well. At Blueleaf, we create a lot of content to help advisors build their businesses. Here are a few articles that other advisors have told me were helpful in building a better advisory business:

• How To Introduce New Technology to Clients
• The Silent Advisor Killer
• Want a Breakthrough Strategy for Advisors? It’s Simple

Also, I know my team hasn’t connected with you to set up the trial you asked about. We’d love to get you going on that. You can call us directly or schedule a spot in our calendaring system for this week.

Just let us know what times work best for you and we’ll do the rest. As alway, contact me if you have any questions.

Best,
John Prendergast