Send within 30 minutes of the demo. Pick the right template based on whether you have a next call booked.

No next call yet

Open in HubSpot

When: Demo done, no follow-up scheduled yet. You're sending the proposal and asking for time.

Before you hit send, fill in:

• Opening line — one sentence from the call. Their property count, their pain, or something they said. This is the only thing standing between a real email and a template.
• Proposal and catalog links
• A specific day in the closing ask — not "whenever works," pick a day

Optional social proof line — if their main pain came up in the call, add one sentence before the next steps. Match it to what they said:

• Labor / time drain → "One of our customers (Sunriver Resort) said 'it's one less thing to focus on — now we don't even think about it.'"
• Direct bookings → "Harris Vacations generated $410K in direct booking revenue from sojo's branded kits."
• Scale / ops → "360 Blue saves 192 hours a month — they built a full PMS integration."

Next call already confirmed

Open in HubSpot

When: You already have a follow-up call on the books. The proposal is prep material, not the ask.

Before you hit send, fill in:

• Opening line — same as above, one real sentence from the call
• The confirmed day/time of your next call