Method CRM
Day 1 after signup
From approved quotes to completed jobs — see how it works
See how to keep work moving, reduce manual tasks, and invoice faster with Method CRM.
Why it works
- Open with a familiar workflow problem so readers can quickly see the workshop’s relevance.
- List the specific topics to make the event’s practical value clear before offering the replay.
- Keep the voice conversational and close with a simple reminder of the invitation.
How it is built
- Personal greeting
- Workflow challenge
- Workshop invitation
- Topics covered
Email copy
Hi [First name], When a quote gets approved, how much manual work does it take to get everything scheduled, completed, and invoiced? Join us next Tuesday, November 3 at 1 p.m. ET, for our Workflow Workshop to see how you can keep work moving from approved quotes to completed jobs and invoices, without juggling spreadsheets or entering the same information twice. Here’s what we’ll cover: 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. Can’t make it live? Register anyway and we’ll send you the recording. Missed This Week’s Workshop? Catch the Replay Let Customers Approve and Pay Their Own Estimates This week, we showed how to create an estimate, let customers approve and e-sign it through their own portal, and turn it into a paid invoice, without entering the same information twice in QuickBooks. Watch the recording. A couple of great questions came up: What’s the difference between a proposal and an estimate? A proposal outlines your solution and pricing to help win a customer’s business. An estimate breaks down what the work will cost them, for their approval. How do I customize a screen with Method AI? Open a supported screen, select Quick Customize with AI, and describe what you want to change in plain language. Method AI helps you customize your CRM without coding. Learn more New to Method CRM? Start a free 10-day trial and get a free one-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