CRM Lifecycle portfolio
Three brands, three customer lifecycles. Pick one to see who the emails speak to, the stages and the flows.
Choose a brand
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.
Integrations, security, data migration
A fixed price and no surprises
Training on their units, less charting after shifts
A clear plan and dates
Trigger: Guide download. Goal: Walkthrough request. Flow A.
Trigger: Form submitted. Goal: Held walkthrough. Flow B.
Trigger: Walkthrough held. Goal: Signed quote. Flow C.
Trigger: Contract signed. Goal: On-time go-live. Flow E.
Trigger: Go-live date. Goal: A calm floor and fast fixes. Flow F.
Trigger: Day 90. Goal: Renewal and references. Flow G.
Trigger: Monthly. Goal: Stay top of mind. Flow D.
5 emails. Stops when a walkthrough is requested.
2 emails. Confirm, then get the right people in the room.
6 emails. Separate follow-ups for finance, IT and nursing.
Monthly. The Rollout Brief.
4 emails. Weekly updates through the 90-day plan.
4 emails. Confidence on go-live day, then early results.
4 emails. 90-day review, renewal summary, references.
Want to see these emails written? Open the Email/CRM Strategy portfolio for each one, before and after.
Walkthrough request rate
Under 200 words, one call to action, plain mobile layout. No patient information, ever. 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.
Less billing admin, no evening invoicing
One shared system and one flat price
Examples that match how they bill
Trigger: Trial starts. Goal: First invoice sent. Flow A and B.
Trigger: Day 11. Goal: Paid plan. Flow A and C.
Trigger: First payment. Goal: A monthly billing habit. Flow E.
Trigger: 14 days with no timer. Goal: Restart the habit. Flow F.
Trigger: Cancellation. Goal: Come back. Flow G.
Trigger: Every two weeks. Goal: Stay top of mind. Flow D.
7 emails. One step per email; skip steps already done.
2 emails. A personal offer of help.
3 emails. Calm the fear of losing work, then a clear deadline.
Every two weeks. The Billable Hour.
4 emails. Build a monthly billing habit.
3 emails. Help, a question, then pause instead of cancel.
3 emails. Show progress, then a clear deadline.
Want to see these emails written? Open the Email/CRM Strategy portfolio for each one, before and after.
Trial to paid rate
Under 150 words, one call to action, plain layout that reads well on a phone. 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.
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