Genuine Gwyn

This project is part of the sales module I am going through! It is a mock sales sequence for Quickbooks by Intuit.

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• Day 1-
  • Touch point 1: Email personalized to their industry
    • Subject: The Solution to Simplifying Payroll
    • Hey [First name],

As an HR manager you know how difficult it can be to keep everything under wraps, and payroll is just another task on a long list of things that you need to get done.

Shopify, The Truist Financil Company, and Vanderbilt University all agree that Quick Books by Intuit is the way to handle their payroll process. With it you can easily track income and expenses, invoices and so much more.

Do you think that this could help add a few precious hours onto your already busy day?

Looking forward to hearing from you,

[Sender signature]

• Day 3-
  • Touch point 2: LinkedIn connection request
    • “Hello [first name], I work for Quickbooks by Intuit and I’d love to connect with you.”
  • Touch point 3. Follow up with an automated email
    • Subject: Follow-Up: Payroll Solution Simplified 
    • Hi [First name],

I appreciate your time in considering QuickBooks for payroll. Given your demanding schedule, I’ll keep this short.

Streamlining your payroll has never been simpler. Quickbooks makes paying and keeping track of invoices a cinch. Do you see it as a tool that could add valuable hours to your day?

Looking forward to hearing your thoughts.

Best regards,

[Sender Signature]

• Day 6-
  • Touch point 4: Manual phone call

• Day 8-
  • Touch point 5: Another email, with a video testimonial from one of your best customers.
    • Subject: Don’t just take our word for it! 
    • Hi [First name],

Thanks for taking the time out of your busy schedule to talk a few days ago! Today I wanted to discuss even more of the benefits you can get from Quickbooks, but who better to hear it from then a fellow HR manager.

[Insert video]

Thanks again for your time,

[Sender Signature] 

• Day 10-
  • Touch point 6: Follow up with a phone call. Leave a message if they don’t pick up.
    • Phone message: Hi [First name], this is [Caller’s name] from Intuit. I was just wondering if you had a few minutes to discuss how we can help you save even more time with Quickbooks. Give me a call back when you have a couple of minutes to chat. Thanks!

• Day 14-
  • Touch point 7: Email them a video demonstrating key features of the product.
    • Subject: What can Quickbooks do For You?
    • Hi [First name],

We know that running payroll can be a time consuming and somewhat mindnumbing task. Quickbook offers payroll services to help you stay on top of the day to day tasks, but did you know there are even more features to help keep business under wraps? Here’s a short video explaining the features and benefits of Quickbooks.

Overview of the Features and Benefits of QuickBooks Online

I hope you can gain some valuable insights from this!

Thanks again,

[Sender Signature]

• Day 17-
  • Touch point 8: Engage on LinkedIn again.
  • “How are you [first name]? I know it’s a busy time of year, but I’d love to have a conversation with you about how to save time on payroll. I recently learned that Quickbooks can save up to 2 hours per payroll! Let me know if there’s a better time to message. Chat soon!”

• Day 20-
  • Touch point 9: Email them with a video of your product and request a meeting.
    • Subject: Tax Season Fears Be-Gone!
    • Hello [First name],

As any payroll manager can tell you, the worst part of payroll is definitely tax season. Keeping track of every employees records, along with making sure they get filed correctly, is a hassle that no one wants to deal with. Luckly there is a better solution, as Annie from Quickbooks will show you in this quick video-

How to set up tax payments and filings in QuickBooks Payroll

Schedule a call to talk more about these features with me here!

See you then,

[Sender Signature]

• Day 21-
  • Touch point 10: Send one final email with a poll asking if they want to continue to hear from you. If not, politely thank them for their time and leave it there.
    • Subject: Does Saving Time and Money With Quickbooks Sound Good?
    • Hey [First name],

I know you have an extremely busy schedule as an HR manager, and I just wanted to make sure that Quickbooks is a viable solution for you.

Do you want to pursue Quickbooks as a way to save time and money?

• Yes, let’s set up a call to discuss it.
• Yes, but I would like more information first.
• No, I found a different solution.

Thanks again for your time,

[Sender Signature]

That’s all for this part of the project!