Routines / Contract Holder Outreach
Contract Holder Outreach
On the first business day of each month Jane reads which agencies, universities and public bodies can buy through each contract your firm holds. She finds the current chief information officer or procurement officer at each one your client database shows as quiet. She sends an email naming the contract, a comparable project and your next webinar.
How this routine works
Works with
HubSpot
Salesforce
Gmail
Outlook
LinkedIn
Slack
- 1
The monthly eligibility check starts
On the first business day of each month, Jane reads which agencies, universities and public bodies can buy through each contract your firm holds.
- 2
Jane finds quiet eligible buyers
Jane finds the current chief information officer or procurement officer at each eligible organization your client database shows as quiet.
- 3
Jane emails each eligible buyer
Jane sends each officer an email that names the contract, a comparable project your firm delivered and your next webinar.
Questions about Contract Holder Outreach
What does the Contract Holder Outreach routine do?
Once a month it finds the organizations eligible to buy through your contracts that you have not heard from, and drafts an email telling them they can engage your firm without a new bid. A rep approves each one.
Does Jane send the emails or webinar invitations herself?
No. She drafts them from the rep who owns each organization, and nothing is sent until that rep approves it.
Can we change how often it runs?
Yes. You can run it weekly ahead of each webinar, quarterly to match the buying cycle, or at any schedule your team prefers.
Which systems does it work with?
HubSpot, Salesforce and most other CRMs, plus your Gmail or Outlook mailbox and calendar.
