Automated Deal Stage Emails
What To Know
- These emails are already running system-wide and are sent automatically when a contact's deal stage is updated and meets the time delay criteria.
- You don't need to trigger anything. This page is a reference for what your contacts will receive.
- Because this is checking for company associations with deals, the automation will potentially send these emails to every contact associated with the company.
Need To Stop One?
You'll get a notification email before each send. Request a cancellation within 24 hours of that notification to opt a company out.
Hot Prospect
- If a contact remains in Hot Prospect for a long period of time, they will receive this email 30-days AFTER the lead nurture sequence ends
- This email serves as an additional touchpoint to follow up with someone who expressed interest but hasn't taken the next step
Demo Scheduled
- Give prospects a quick overview of what to expect during their upcoming demo
- This will be sent 24 hours after deal stage changes to "Demo Scheduled" if you complete the demo in that timeframe this email will be skipped
Agreement Sent
- 30 days after an agreement has been sent, the prospect will receive this email as an additional touchpoint
- Address common challenges head on and pick up the conversation where you left off
Closed Won
- Once a prospect is marked as closed won they will receive this email 45-days later
- This email includes a referral opportunity for your recently converted customer to share Smash with a colleague/friend
Closed Lost
- Once marked as closed lost, a contact will receive Email 1 with the option to request a 30 day follow-up
- If they request the follow up they will receive the second email shown
- If they do not request a follow up the automation will end
Email 1
30 Day Check-In
