Routines / Vendor List Reopen Watch
Vendor List Reopen Watch
When a prospect replies that its vendor list is closed, Jane marks the account in your client database with the date and any reopening date. Each month she checks for that date, a supplier registration notice or a new procurement or IT leader. When the list opens she sends a follow up about the prospect's projects.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
Gmail
Outlook
Slack
- 1
A prospect's vendor list is closed
When a prospect replies that its vendor list is closed, Jane marks the account in your client database with the date and any reopening date.
- 2
Jane checks the account each month
Each month Jane checks for the reopening date, a supplier registration notice or a new procurement or IT leader at the account.
- 3
Jane sends the follow up
When the vendor list opens, Jane sends the prospect a follow up about the prospect's projects.
Questions about Vendor List Reopen Watch
What does the Vendor List Reopen Watch routine do?
It records every prospect who says the vendor list is closed, checks each one monthly for a reopening date, a supplier registration notice or a new leader, and drafts the follow up for a rep to approve.
Does Jane send the follow up on her own?
No. She drafts it from the rep who owns the account, and nothing is sent until that rep approves it.
Can we change how long she waits?
Yes. You can set a minimum gap before any follow up, such as 90 days after the reply, and she applies it to every account.
Which systems does it work with?
HubSpot, Salesforce, Bullhorn and most other CRMs, plus your Gmail or Outlook mailbox.