Method CRM
Day 5 after signup
1 p.m. ET today: From approved quotes to completed jobs
Get the job scheduled, done and invoiced without entering it twice
Why it works
- Put the event time and registration instruction near the top so readers can quickly understand what to do.
- Use a concrete sequence of topics to show what the workshop will cover and make its scope easy to scan.
- Keep the trial offer secondary to the event invitation so the email has one clear primary purpose.
How it is built
- Personal greeting
- Workshop time reminder
- Workflow topic overview
- Key steps covered
Email copy
Hi [First name], Quick reminder, our Workflow Workshop is going live today at 10 a.m. PT / 1 p.m. ET. Make sure you register to get the link. Today we’re covering what happens after a quote gets approved: getting the job scheduled, done, and invoiced without anyone entering the same information twice: Turn approved estimates into work orders without re-entering information. Schedule and assign jobs, and track routes on a map. Capture customer signatures directly from a phone. Turn multiple completed jobs into invoices in one go. Customize your CRM screens with Method AI by simply describing what you need. ➡️ Haven't had a chance to try Method CRM for yourself yet? Start a free 10-day trial and get a free 1-hour customization session with a Method expert. Hope to see you at the workshop! — Matas @ Method CRM Change how you hear from us Unsubscribe from all email | View in browser © Method Integration, 410 Adelaide St W, Toronto, ON , Canada