Routines / Past Customer Outreach
Past Customer Outreach
Each Monday while your crews are between projects, Jane works through every customer you have done work for. She checks each one for news, permits, shutdowns, expansions and job postings that point to a project.
How this routine works
Works with
HubSpot
Salesforce
Gmail
Outlook
Slack
Microsoft Teams
- 1
Your crews go between projects
Each Monday morning while your crews are between projects, Jane works through every customer your firm has done work for.
- 2
Jane checks for upcoming projects
Jane checks each customer for news, permits, shutdowns, expansions and job postings that point to a project, and ranks those customers first.
- 3
Jane emails each past customer
Jane sends each customer an email from you that names the last project your crews did for them.
Questions about Past Customer Outreach
What does the Past Customer Outreach routine do?
While your crews are between projects, it works through every past customer each week, checks for signs of upcoming work, and drafts a note from you about the next project for you to approve.
Does Jane call our customers?
No. She drafts emails for you to approve and posts a list in chat of who to call. She does not place calls or send messages on her own.
Where does the customer list come from?
From your CRM and the project records you connect. If the list sits in a spreadsheet, Jane reads it from Google Sheets or Google Drive.
