Please make sure contacts are enrolled no later than [enter date/time]

Reference:

Spreadsheet Link

Outreach Sequence Link

Failed IPM Sequence Link

Pre-Event Outreach:

1. Use information from itinerary [link notion itinerary] to fill in sequence placeholders.

   👉 Note: date & time

2. When a prospect replies to any sequence, respond and CC the AE. If you have questions, please reach the AE.

   • please confirm correct address with prospect. If different, note in hubspot and update calendar invite.
   • check contact’s signature line and update applicable fields in hubspot (ie. phone number, title, etc.)

3. Use the BDR Int. Woodpecker sequence linked here for the companies highlighted light blue.

4. create a task to check and update property counts for companies highlighted grey in 3 to 6 months.

5. Please create company profiles for the list below and add them to any scheduled calendar invites by (enter date):

• [ ] [enter company names here]
• [ ]

Post Event Outreach: 1-3 days after after attempted IPM

1. For anyone who AE stopped by, or attempted to stop by, and didn’t have meeting with enroll in Failed IPM Sequence
2. If not reply, check for engagement
3. If links were clicked, create followup take to reach back out in 30 days via call.