When to use: Prospect said "not yet", "circle back soon", "in a migration", or "need to run it by ownership." The deal is alive — it just needs warmth, not pressure. Always lead with something useful, never a check-in. Log every touch in HubSpot.
📅 Rule: 1 touch per week, minimum. No exceptions.
Send: 360 Blue case study — 900 homes, saves 192 hrs/month
Hey [Name] — thinking of you as you work through the transition. We had a customer in a similar spot (360 Blue, 900+ homes) and they actually found that automating amenities was one less thing to stress about mid-migration — they ended up saving 192 hours a month. Case study here. No action needed, just thought it was relevant. Talk soon.
Send: iTrip Houston one-pager from the Testimonial One-Pagers page (attach as PDF)
Hey [Name] — no action needed, just dropping something useful in your inbox. One of our customers (iTrip Houston) described sojo as "my cheapest employee — it works in the background and takes the stress off my plate." Attached their one-pager in case it's worth sharing internally. Chat soon.
Send: Harris Vacations case study — $410K in direct bookings
Hey [Name] — wanted to make sure you had something concrete for the internal conversation. Harris Vacations (177 properties) generated $410K in direct booking revenue from sojo's branded kits and QR codes — and cut 12+ hours a week off their inventory process. Full story here. Happy to put together a version sized to your portfolio if that's easier to pass around.
Send: Mike Z Rentals case study (500+ homes) or attach a one-pager from the Testimonial One-Pagers page
Hey [Name] — know you're doing your homework, just wanted to share what one of our larger operators said. Mike Z Rentals manages 500+ homes and described amenities before sojo as "error-prone, time-consuming, and a major drain on our team." Their story here. Also happy to connect you directly with a customer your size if a peer conversation would be more useful than anything I can say.