1. Email arrives in inbox {forwarded from [employee]sojohq.com} in response to Against SalesOS email sequence

    1. language overview: Email 1: What is sojo & where can we send this sample?

      Email 2: Are you still based in {x}, sample kit address?

      Email 3: Custom branding hook

      *end of contact attempts

  2. Input/Update hubspot lead

    1. Assign contact to BDR recipient
    2. Create and/or associate contact and company together
    3. BDR qualifies contact and completes required fields
      • domain name
      • company name
      • company owner {BDR}
      • company tier
      • property count
      • PMS {undiscovered if not found}
      • Referral source (company & contact level) as woodpecker
      • Lead status {SQL}
      • Lifecycle stage {In Progress}

  3. Process Sample Request {SR} in Acumatica {ACM}

    1. Review steps need for this process here

  4. Reply to original email

    1. Recommended response:

    I’ll step in for {employee) as she/he has popped out for a client visit! I’ve got your samples processed, and they should be on their way to you so keep a lookout for a shipping update! If you have any questions on our operations feel free to check out www.getsojo.com or book some time on our calendar here 😊

    I look forward to hearing your feedback on our products!

    {signature}

    1. Setting woodpecker as contact referral source should automate a task for 3 days later, assigned to BDR, to enroll contact in appropriate tier samples shipped sequence

    2. Move to appropriate bucket/next stage based on response

      1. non-responsive
        1. Other/Future
      2. Hard no
        1. Other/unqualified