Method CRM
Day 15 after signup
When did that account last place an order?
Spot the customers who have gone quiet before the orders stop
Why it works
- Lead with a recognizable customer problem so readers quickly understand the workshop’s relevance.
- List the specific topics in practical terms, then offer a replay for people who cannot attend live.
How it is built
- Personal greeting
- Workshop problem setup
- Topics covered
- Replay invitation
- Free trial offer
Email copy
Hi [First name], You know which accounts order every month. Do you know which of them stopped eleven weeks ago? Join us next Tuesday, November 17 at 1 p.m. ET, for our Workflow Workshop to see how to spot the accounts that have gone quiet and get them ordering again, without digging through QuickBooks to work out who they are. Here’s what we’ll cover: Score every account on engagement, payments, open deals and support activity Set those weights for the way your business actually works Filter down to the accounts that need attention and save it as a view See order history and lifetime value right on the customer record Let customers reorder, check balances and pay through their own portal Can’t make it live? Register anyway and we’ll send you the recording. Catch the replay A couple days ago, Errol and Matas took a full hour to go deep on extending QuickBooks for any workflow as you grow, with a real customer story and a live build. If you want the detailed version, this is it. Watch the recording. 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! Yemi Method CRM Change how you hear from us Unsubscribe from all email | View in Browser © Method Integration, 410 Adelaide St W, Toronto, ON , Canada