Tag: email marketing

woman in black long sleeve shirt wearing black framed eyeglasses sitting on chair in front of while

15 Less Annoying Alternatives to “Please Find Attached”

Do you hate the phrase “please find attached”? So do we! That’s why we’ve put together a list of 15 less annoying alternatives that you can use in your sales emails. By using these phrases, you’ll make your sales emails more engaging and interesting to read. And who knows? You may even see an increase in sales as a result!

But the phrase is falling out of use. Below, we’ll cover the best “please find attached” alternatives.

Download Now: Our best sales pitch ideas

Why “Please Find Attached” No Longer Works

Should we use Please find attached?

This sentence is not well-suited for sales and marketing emails because of its passive voice.

When you use passive voice, the subject of the sentence (in this case, “the sales email”) is acted upon by the verb (“is sent”). This construction can make your writing sound stuffy or formal.

Hi Maria,

It was great meeting you and your team today. I enjoyed getting to know everyone and look forward to putting your financial services at the top of automation.

Please find attached the cost breakdown for your yearly subscription to InvestGlass. Are you available next week for a ten-minute call?

Kind regards,


 In this example, the phrase “please find attached” is polite but formal. It doesn’t sound sales -y or engaging.

A better alternative might be using the following :

1.        Attach the file with no explanation

2.        The attached file includes

3.        I’ve attached

4.        This email has

5.        I’m sharing this file with you

6.        You’ll find the attachment below

7.        Let me know if you have any questions about the attachment.

8.        The requested document is attached to this email

9.        Relevant information is in the attached file.

10.      Here is

11.      When you review the attached email, you will find

12.      Please see the attached email for more detail

13.      Take a look at the attached email

14.      Attached herewith this email

15.      I’ve linked the following file

Never forget two elements to make your email less annoying:

1. Keep it short and sweet – The last thing your sales lead wants is to be bombarded with a wall of text. Keep your follow-up email short, sweet, and to the point.

2. Get straight to the point – The last thing your sales lead wants is to be bombarded with a wall of text. Keep your follow-up email short, sweet, and to the point. The sales lead wants is to be bombarded with a wall of text. Keep your follow-up email short, sweet, and to the point.

Two modern emails sales techniques

Embed a video or an image. We have seen some advice from Lemlist, Vouch, and Videoask solutions to add images and videos. Is it a good idea to add a video message to an email? You can do it, but don’t forget the limits of a sales email: keep it short.

Use a CTA button “Request a demo” or “Download the PDF”. It is an easy way to engage your sales to lead with one click and give them what he wants without taking too much time reading.

And how do you write it?

email marketing, email subject lines for sales, sales email

55 Iconic Company Slogans and Taglines

What do Wendy’s “Where’s the Beef?” commercial and Nike’s “Just Do It” have in common? They’re both iconic company slogans and taglines that have been ingrained in our culture over the years. Slogans are a very important part of a company’s marketing strategy, as they can help create brand awareness and differentiate a company from its competitors. In this blog post, we’ll take a look at 55 of the most iconic company slogans and taglines ever created. So sit back, relax, and enjoy!

three women walking on brown wooden dock near high rise building during daytime

Here you will find some cool ideas and brand’s name.

Just Do It         Nike

The Best a Man Can Get         Gillette

Think Different            Apple

America Runs on Dunkin’       Dunkin’ Donuts

I’m Lovin’ It     McDonald’s

Think Outside the Bun            Taco Bell

Think Big         IMAX

Taste the rainbow       Skittles

Red Bull gives you wings         Red Bull

What’s in your wallet?            Capital One

The Quicker Picker Upper       Bounty

Shave Time. Shave Money.     Dollar Shave Club

Fly the friendly skies   United Airlines

Have it your way         Burger King

All for Freedom. Freedom for All.      Harley Davidson

Quality never goes out of style.         Levi’s

Live in your world. Play in ours.         PlayStation

The Happiest Place on Earth  Disneyland

Eat Fresh         Subway

Belong Anywhere       Airbnb

I want my MTV!          MTV

Open happiness          Coca-Cola

Because you’re worth it         L’OREAL

Is it in you?      Gatorade

Can you hear me now?           Verizon

Diamonds are forever De Beers

Everywhere you want to be   Visa

It’s finger-lickin’ good KFC

Gotta catch ’em all!    Pokemon

The Ultimate Driving Machine           BMW

You’re in good hands  Allstate

Save money. Live better.        Walmart

Impossible is Nothing Adidas

King of Beers   Budweiser

It keeps going, and going, and going…           Energizer

Go Further      Ford

When you care enough to send the very best           Hallmark

Obey your thirst          Sprite

Have a break. Have a KitKat.  KitKat

Where’s the beef?      Wendy’s

Don’t leave home without it  American Express

Let’s go places Toyota

Challenge everything  Electronic Arts

Snap! Crackle! Pop!    Rice Krispies

We try harder Avis

How do I choose a slogan for my business?

There is no one-size-fits-all answer to this question, as the best slogan for your business will depend on factors such as your industry, target market, and company values. However, there are a few general tips you can follow to create an effective slogan for your business:

Keep it short and sweet

Consistent — use it everywhere, really

  • Make it catchy and memorable
  • Align it with your brand identity
  • Think about what makes you unique
  • Brainstorm with your team
  • Get feedback from customers and employees

Different — Differentiation

This will be key to your business. A slogan should communicate what makes your company unique and better than the competition. The best slogans are short, sweet, and to the point. Keep your slogan under 10 words for maximum impact A catchy slogan will stick in people’s minds, making it more likely

Timeless — For the future

You want a slogan that won’t date as your business grows and evolves. Avoid using trendy slang or references to current events, as these will quickly make your slogan feel outdated. For example, “We’re the Uber of XYZ” might be popular now, but in a few years, it will be meaningless.

Brand identity is about values and personality. Your slogan should reflect these and help you connect with customers on an emotional level. Consider your company values, such as creativity, trustworthiness, or innovation; and how you want people to view your brand in the marketplace

The values will be shared among your staff and customers, so it’s important to involve them in the brainstorming process. You could even consider conducting a survey or holding a slogan contest to gather ideas and feedback from your network.

This branding will be added to your communications. For example, your slogan will appear on your website and social media channels, as well as on marketing materials like brochures, packaging, ads and more.

So if you’re looking for a powerful email marketing tool that can help connect you with your customers and boost sales, look no further than InvestGlass.

InvestGlass offers a powerful email marketing tool that helps you connect with customers and promote your brand. With our easy-to-use platform, you can create beautiful emails that are personalized and relevant to your audience. Plus, our team of experts can provide guidance and support to help you get the most out of your email marketing campaigns.

Get started with InvestGlass today!

company slogan, email marketing

black mail box

How to Find a valid Email Address: 5 steps Guide

Are you looking for a way to grow your prospect network? Do you want to find a valid email address in order to reach out and build relationships with potential clients, partners, or vendors? If so, then this article is just what you need. We will discuss 5 common ways that people find emails addresses online. You’ll also find tips on how to verify the validity of each email successfully contacted.

Step 1: Manually search for a personal email address online

This is a very common way to find the company or personal email addresses. It involves searching through publicly available email addresses (usually generic email address) or contact info, such as name and company names from public sources like the company website, LinkedIn connections, or Facebook profiles. You can also search social media networks, forums, and other online databases of contacts.

Step 2: Use email lookup tools to extract a personal email address

In order to facilitate your email address search, you can use an email finder tool that will extract emails from the social media profile you are visiting, or from a list of social networking sites. An email extractor will automate much of the process, by finding and collecting valid email addresses on the website for you. Some of them come with syntax and format checkers that will automatically make corrections to the lead lists they generate.

Step 3: Use tricks to manually find hidden emails addresses

Many social media users attempt to hide their email address from bots that crawl google search operators for emails. These users though; still share their emails to these platforms. To do this, they replace the “.” or “@” with “dot” or “at”.

This way, bots programmed to crawl websites and collect valid emails will skip these, as they are not formatted like an email. To get around this, you can simply search social networking sites (LinkedIn, Twitter, Facebook, Instagram, and more) with a ‘name’ and ‘dot’ + ‘at’.

Step 4: Locate contact information through an email guessing tool

If you cannot afford an email finder tool, the best alternative that most of the time is free is an email guessing tool. These tools can guess a person’s email address by predicting potential email variations based on the information you provide. Ideally, you’ll need a little bit more than just a name, such as a company or domain from the same company that this prospect is working for.

Step 5: Communicate with the prospect company and politely ask for it

Sometimes it is very difficult to search historical tweets or export linkedin connections in order to find an email address. There are cases where the best thing to do is to communicate with the company reception or the relevant department and politely ask for the email address of your prospect. It is very I’mportant, to be honest, and inform of your intentions.

When you have collected the list of your prospects’ emails, it is time to target them in order to generate more potential sales! InvestGlass provides the tools to make email marketing easier and more efficient. Through customized marketing emails you can send hyper-targeted messages to your prospects or customers. You also have the possibility to respect GDPR regulation via the audit trail system capturing customers’ consent and preferences. Fill in our contact form today to learn how we can automate your business.

automation, email marketing, sales automation

sales rep in july

July is a Slow Month? It’s time to re-think the stages of the customer life cycle!

It’s a slow July ? It’s to refresh your CRM and choose a simple CRM to build your customer life cycle. The three stages of the customer life cycle are :

1. Customer acquisition stage 

The beginning of the life cycle; a customer enters into contact with a business for the first time. A sale is not necessary for this phase, but new customers can be acquired through advertising or word-of-mouth. It is also known as “Top of the funnel”.

When a customer makes contact, the acquisition stage of buying should look very different from when they call. You must then offer the best products or services to satisfy the needs of the customer. There is also an important way to offer information to the customer’s needs. 

2. Sales Conversion Stage 

During this period, prospects are converted into clients or customers through traditional sales tactics such as cold calling or trade shows and conferences. This stage includes lead generation. It is also known as ‘Middle of the funnel’.

This is your chance to reach the customer while they’re deliberating. social media marketing, SEO, and other inbound and outbound methods should place your brand on the customer’s radar. This stage is successful when the customer reaches out for more information, looking to either educate themselves further or get a definitive price. A customer is comparing products across competing brands (including yours), carrying out research, and reading customer reviews, to be successful in this stage of ‘reaching’ It’s also a chance to contact the customer via social media or search engine marketing, such as search engine optimization, to get to this stage.

3. Post-sales conversion 

In this stage, existing customers are retained via retention strategies that strengthen brand loyalty and generate repeat purchases thus preventing defection to competitors’ products/service 

Customer retention starts by asking how your product or service feels. Customers share their feedback about what you’ve done with them. 24/7 customer support, discounts, and referral bonuses can help your customer reach out and get back on the line. You must also make the best use of customer feedback to build a “Voice of the Customer” program for the first time and improve the quality of your services and customer service experience for the second time. This program record customer feel to make sure that customer relationships are effective.

How do you start your lead nurturing and sales funnel?

Lead nurturing is made through an automated work of lead nurturing. It generally involves segmenting the leads based on their stage. Leads are nurtured accordingly for each stage of the customer lifecycle.For example, if you have a product/service, you know your potential customers will be little more than novices. So going by experience,you will do something to educate them about your product/service and thus that is called lead nurturing or Lead Education.To contact with customers in this particular phase is known there should not be any middle man involved such as call center personnel which will help build trust automatically between the company and their potential clients or customers. Remember that the customer must feel like they are having a personal touch.

What is the customer life cycle in InvestGlass CRM or customer relationship management?

InvestGlass CRM are core to a successful customer life cycle as they are all about consistent marketing and relationship management. InvestGlass CRM is your sales rep best friend.

This important process will take your business to the next level as it’s designed to make things easier for you in terms of growing customer base, gaining customers loyalty and building strong relationships.

InvestGlass CRM helps you manage every phase of the Customer Life Cycle from acquisition, retention to loyalty through a variety of ways such as an effective InvestGlass CRM strategy, loyalty programs,marketing automation etc.

There are various phases of customer life cycle in any kind of business or organization such that there cannot be a single definition for all industries but a set of definitions may differ based on industry requirements. 

In the banking industry, the challenge will be different if you’re building a new bank or if you’re a traditional bank. Customers’ journey on a new bank will be made through an application usually download it from the App Store. While for private banking it would be mostly word of mouth or business relations. 

In the retail banking or retail insurance segments, potential clients are used to looking for product reviews. Customer lifecycle management is, therefore, more aggressive. Your financial or insurance products will have to pitch by your sales managers and your sales rep with more aggressivity. We are not talking of “valuable customers” anymore and here it’s the KPI – key performance indicator world. Sales reps will have to use exclusive offers arguments. 

What are the phases of customer sales cycle?

Customer retention is a widely used method of making customers feel that they are indispensable to your business or brand. There are several strategies for customer retention. A good customer retention strategy would be a combination of offers and incentives,cross-selling products as well as introducing additional services to the original purchase. loyalty given by the customer shall make them beneficial for both parties in terms of reducing costs, improved relationship spreading awareness about your company, you may know more about it here.

Looking at the phases through which most customers move before buying you can create an effective marketing plan according to these phases.

The acquisition is about targeting potential customers with your marketing message by using different techniques, such as advertising media like print ads, radio, TV commercials etc.

But first, you will have to consider the ideal customer or buyer personas. Your prospective customer should look similar to your repeat business client. If you have an idea over this stage, you can move to the next one.

The next step is conversion. You should attract or convert your prospective customer by giving them the right marketing message for your product or service so that they will ask themselves ‘why not buy from me?’. If you are able to make them think like that and then push them towards buying something from you, you are on a successful path.

This has been shown effective in many businesses through internet marketing . Once they think why not I try it! It’s my choice whether I want it or not and if they decide for buying, that’s also a big benefit of targeting the right audience and convey TRUST..

Why email marketing is important for the retention stage?

Email marketing is a common way to exchange information with your prospects and clients. Email marketing will help you advertise your products and services. It’s a quick and effective way for building your brand name as well as credibility. Email marketing can help you build trust among your customers. When they receive anything from your side, whether it is a promotional offer or product update, they will surely trust you more if you do it via email than any other platform like social media or a general blog post. Each email should present new ideas, it should state exactly what customers should do, and show one purchase or one click-to-action link.

Decision maker might not have time to read your email so make sure you have a PDF or video communication to show how much value offers your product or service. Decision maker might participate later in sales cycle stages. Your sales team should be ready to start again the sales cycle with them.

While developing the email marketing campaign,you should make sure that what step of the customer lifecycle is being targeted at this stage? This is a very important part to be considered while developing an email marketing strategy within the context of InvestGlass CRM.

For each customer lifecycle model, you have series of emails. Sales pitch is calibrated based on typical stages success and you should handle objections with those emails. The biggest challenge is to feel natural while using templates to handle common objections.

Make digital marketing ‘always on’ coordinated

Customers are still in a relationship when they make their first contact with them. Companies need to build relationships through a planned always-on marketing approach. Customer lifecycle marketing focuses on prospects and customers’ path-to-purchase. This has been dubbed ‘lifecycle marketing’ on the rise of customer engagement, conversion and retention by marketers. Here we give you the best tools and share a customer journey map. Use the tool to help you review the gap between prospectus activities you could be working on and current ones you are currently working on. Find out more about customer engagement and the best practices for best practices via our toolkit. Learn how the analysis can be applied to…

Sales process automation in 2021 

 With this never-ending Covid situation, customer lifecycle analyzes have been very difficult. No one is to blame but you have to keep your sales reps smiling. Look for brand advocates. Some communication channel might be crowded with stupid messages but you have to resume your communication with relevant content. The customer journey can be shorter and lifecycle stages reduced to less stages as before because customers are eager to consume quickly. 

Your sales pitch should be transparent and your sales staff very empathic particularly for B2B qualified leads. The future customer will be digital-friendly so it’s your chance to use digital onboarding and automate customers’ journey. Automation can help you increase sales with fewer resources. You don’t have to spend money on useless marketing campaigns with low ROI. Automation does not mean a lesser quality customer experience. Loyal customers will appreciate that answers are delivered quickly. Nevertheless, always get an escape if sales team automation is clueless.

Think about and test the freemium model? Start your sales process as soon as possible and involve potential customers in it if you can just give away a product or service for free with a clear action from their side to convert. It’s your way how you grow future customers base and generate repeat purchases even before they become registered users. Keep them satisfied after they make the first purchase and provide some great user experience at each stage of the lifecycle. They will return back to you when they need more, but don’t spam them with products or services they do not need! Add automated emails like triggered welcome, follow-up reminders, in case something went wrong! 

Get ready with InvestGlass free trial today !

CRM, customer life management, customer lifecycle, email marketing

6 Bank Marketing Strategies to Move You Past the Competition in 2022

In the future, banking will be more competitive than ever. You need to stay ahead of your competition with these 6 bank marketing strategies. These strategies work for traditional banks and neobanks too!

The key to success in any industry is a solid marketing strategy. In the banking sector, this means being creative and innovative without forgetting about security and trustworthiness. The following 6 strategies can help you move past the competition in 2021:  

  1. Demographic Targeting
  2. Technology adoption
  3. Digital Apps with your financial services
  4. Customer Value with new bank services
  5. Customer Outreach and lead generation
  6. Hyper Personalization

1. Target Different Demographics for each financial institution

Most banks are trying to attract limited audiences. Money is in the niche right? Would you be a new neobank or a broker with an umbrella license, I am sure that you are targeting specific audiences such as Gen Z, Millennials or Baby Boomers.

On the contrary, we are telling our banking clients to target not only one segment with one specific marketing that would feel like a no-go for another segment. Marketing results are indeed limited if you restrict yourself to one segments. However, with a customizable client portal as developed by InvestGlass and powered with a Swiss CRM, you can customize for your current customers or new prospects a financial brand that will look different for each segment. Target audience is obviously key but you should not restrict yourself. It’s the same if you write a blog post. The blog post can be interesting for millennials and not for baby boomers. Yes, this is true, but in reality, family members can be happy to share the post with other members. Here segments are sharing content.

One size doesn’t fit all. Your bank’s marketing strategies may have more success if you target local, specific, and smaller demographics. For example, if you can identify that your bank offers services specifically valuable to Gen Z students graduating high school and moving into university and college, you could create a strong marketing campaign geared at them. Similarly, if your financial services are better for middle-income baby boomers looking to start a savings program for retirement, you could create a strong marketing campaign on one specfic financial product. Even targeting a local audience will help you create more specific offerings and marketing so that you can more easily differentiate yourself from competitors.

2. Financial institutions must Adopt New Technologies

New technologies are found everywhere in consumer engagement is part of your added value. New technology can start from making sure that all marketing channels are properly covered with a marketing strategy.

Your colleagues have a LinkedIn account. What are they posting on their LinkedIn accounts? Do they have a corporate picture? Do they have a corporate background?

Creating marketing brochures and guidelines is the basis of marketing efforts for any financial institution. The digital marketing agency can help you to set the basic color, wording but you have to make sure that your colleagues effectively use them.

New customers will look into their bankers’ profiles. Therefore you might also suggest and create contacts for your bankers to push on social media. This is what we call influencer marketing or micro-influencer marketing. Each colleague can be part of an effective marketing strategy.

As you can notice here, we are not talking about chatbots or artificial intelligence. Obviously, artificial intelligence and chatbot can be used for frequently asked questions or FAQ. But financial institutions are not only about putting a robot for any type of service… it is about creating human relationships.

brown wooden blocks on white surface

3. Push Digital Apps and Financial Services

Today, an estimated 60% of the world population has an active social media account. New customers are less and less interested in going to physical banks and are looking for digital services. They are expecting to find all your financial products in a well-designed digital bank portal or BAAS portal.

On your digital bank portal, you can add third-party cookies to improve content targeting for each individual client. InvestGlass portal is not an IOS Android mobile app but a web portal running on a browser. There is nothing to download. We believe that this approach is the most affordable mobile banking approach. We will also suggest you use the portal for your prospective customers. Collecting their browsing data is a very important part of your digital marketing strategy improvements. Make sure your GDPR and data processing agreements are updated. GDPR is the European Union’s General Data Protection Regulation.

The digital marketing strategy will include text and video content. Younger generations will prefer video and engaging content. Wealthier or older customer bases will look for expert advice. Creating content is key nearly more important than buying google ads. Good content will position you at the top of search engines. SEO will encourage local businesses and local search so you should make sure your content presents a local flavor: ” Your bank accounts in your neighborhood…” SEO works by optimizing your site for the search engine that you want to rank for, whether it’s Google, Bing, Amazon or YouTube.

4. Return Value to Customers with special financial services

Many companies forget to return the favor to their customers. Through email marketing automation, you can share new service news but also offer specially developed products and target the right customers.

Happy customers should be presented on your social media ads and you should put them in the middle of marketing campaigns. Social media platforms have targeting tools so you will easily match your consumer’s testimonials with potential customers.

For financial institutions, dealing with mass retail customers, you should also watch for online reviews. Customers can share their opinion on Facebook, Linkedin, Twitter so make sure your marketing team prowls financial services testimonials here too. Consumers are your marketing troopers. They will replace some digital ads budget.

5. Focus on Customer Outreach

Customer outreach is crucial as a digital marketing strategy for banks, simply because many banks are focusing on digital and social media marketing. You could create workshops for trading, tutorials to explain tax wrappers, reinvent local banks meeting. You should create content that your consumers will keep and re-use. It’s not sales here, it’s about building relationships with existing customers with quality content.

6.   Integrate Marketing Strategy Personalization with Big Data

First, ask customers more questions. If you can not or don’t feel like asking the question – try the big data approach. With a simple automation algorithm, InvestGlass can recommend products to your existing customer base. All previous interactions are monitored. More data will give you more consumers’ preferences. Existing customer data is used to extrapolate potential customers’ expectations for financial services. Big data bundled to InvestGlass marketing reporting can teach you which marketing strategies work. You will not be guessing why a new account comes to your bank. It’s about target marketing. Customer loyalty is the last pillar of this strategy.

Use data to improve customer experience, focus on complaints and be more proactive about customer service. You will quickly see which channels are the preferred ones for communicating with your institution. The best thing you can do is focus on making digital interactions with customers as human as possible.

InvestGlass Artificial Intelligence and Signal Analysis

Recommendations to engage customers

  • Get an automatic reminder for securities or portfolio to rebalance.
  • Reveal sales pipeline with engagement level reminder. 
  • Create campaign with video marketing, content marketing for different customer segements
  • Test diverse digital channels
  • Test new ideas with new customers
  • Send direct mail carefully
  • Build a simple customer journey with new banking services presentation – like a video game… step by step. Give access to your online banking when customers are read!

Automate Sales Activities Trending Insights

  • Surface key opportunity insights including customer sentiment, competitor involvement, and overall prospect engagement to understand whether or not a deal is likely to close. 
  • Provide advisors and bankers with the best next action to take based on positive and negative signals to increase the likelihood of closing an opportunity.

Control risk with Smart data discovery

  • Find trends in unstructured data or trading – transaction logs. 
  • Calibrate flavour of the month – banking products
  • Identify trading patterns to automatically qualify clients’ suitability.
  • Explain the risk factor to foster a greater sense of connection with as many customers are possible

Marketing Campaign and monitoring

  • Empower your sales with hyper-targeted financial products.
  • Monitor churn and deals that don’t work to analyse blind spots in the sales/marketing process and correct inefficiencies.

A digital marketing agency will tell you – to put customer relationships first!

Effective marketing strategies will start with creating content. Most customers will be interested in your IDs. Customers are eager to learn more like anyone. New clients will be looking for micro-influencers. Those micro-influencers can just be anyone in your company.

Bank’s brand is built with the content you generate. Would you offer investment banks’ services, savings accounts, and interest rates comparison tools, it’s all about content and a capacity to target audiences however they are.

The financial services sector is like any other sector: modern marketing is all about the experience. You have to keep a local bank feeling within your digital tools to make sure that the customer experience will be different with you.

A good digital marketing strategy starts with the tools you use. InvestGlass is a complete Swiss software suite that can help you launch and manage your bank marketing online, from digital onboardingemail marketing to the client portal. The system does all the work for you so there’s no need to search through different platforms or spend hours trying to learn how something works. You get everything in one place and it’s easy to track what’s working and what isn’t – saving time, money, and frustration!

We look forward to helping you build brand awareness in the digital world and generate new leads for your bank.

CRM for banking, email marketing, neobank

multicolored cyclops painting

5 cold email templates that will generate warm leads for your sales team

Sales people and company founders are eager to find the perfect cold email template. COVID19 did not change the benefits of email marketing. To those saying that it does not work… I say that the most important part is to be able to adapt quickly templates based on the feedback and the responses. In this article, we will share with you the 5 cold email templates we’ve been using. To scale your business you will need to develop a solid sales process with powerful sales emails.

What do you want to achieve with cold emails?

The goal of your cold email should be either to set up a meeting or a call with a prospect or to get referred to a person. It should not be anything else. In each email, a question or call to action should stand out clearly. If you are sending a cold email do you want to find the fastest way to reach the decision-maker within an organization without a pre-existing relationship?

A sales guy should ask himself the following questions :

  1. Who is receiving your email?
  2. Who is your perfect customer?
  3. How do you find the ideal customer?

The more specific you are and better the chances that you will succeed in your email outreach. It is easier to write it in English than in French. As you know that in French, like Spanish, Chinese, and Russian too, we have more specificities when writing to someone we don’t know. Nevertheless, you can still write a broad enough message that will touch anyone just put the company name and a positive message.

To write effective cold emails you have to focus on an industry-specific first and then move on to the next vertical.

  • In your sales emails, you want to specify something special about the industry with higher precision.
  • In your email, you want also to speak in the same language tone so let your sales rep speak freely.
  • Then you want to make sure that you spot the right type of decision-maker. The decision-maker can vary based on the company size.

Where to find email addresses?

There are four ways to get email addresses.

  1. The first highest quantity/lowest quality is to buy lists.
  2. The second high quantity/low quality is web scraping.
  3. The third low quantity/high quality is outsourced, lead generation team.
  4. The fourth lowest quantity/highest quality is to create customer profiles.

You can also scan your card with CamCard, export the list from Linkedin, and enrich them with Dropcontact…

Another way to do it is just to look into your most successful customers. When I mean by successful customers it is customers that give you must value to your solution. They pay you the most or just simply endorse the DNA of your company. If you find a DNA match then this is the ideal customer you’re looking to harvest.

What are their common denominators:

● How large is the company?

● How many staff do they have?

● What other software tools do they use?

● What are the titles of all the employees?

● What kind of social media do they use?

● Where are they located?

● What’s their average deal size?

● How long have they already been in business?

● How did they hear about you?

● How did we acquire them?

Based on those elements, you will find a way to write effective cold emails. Then you will try to find 5 to 30 other businesses that have the same DNA in their core values. You don’t need hundreds of thousands of prospects just focus on 30 to 50 companies per month. Then try to focus on the right response rates gaining some insights about the latest flavor, the rights problem they have and this is how you will convince decision-makers to contact you.

If you’re asking the higher-ups for a referral down at some point someone will forward your message your phone call to the right person in the organization.

Test, measure, and optimize your emails

You have to capture positive responses from prospects to expand your strategy to the next targeted audience. It is important to optimize your templates to create a better result in your niche market. InvestGlass keeps track of all your email and phone communications and has powerful reporting and analytics features that allow you to show open and response rates for all of your templates.

Here are the metrics that you should care about and your sales team too:

  1. What’s your open rate? You should expect a +45% open rate.
  2. What’s your response rate? You should expect a 15% response rate.
  3. What kind of position/title responds to your emails?
  4. How do responses convert into qualified leads?
  5. Do not include undeliverable emails in your stats. If you send out 600 emails and get 100 undeliverable messages, use 400 for your calculations. If 40 people respond, you’ll calculate that as a X% response rate.)

Your email template will have only one goal. You want to make sure they understand exactly what to do. The cold email template should have only one link to click for example:

  • Click this link…
  • If you’re the appropriate person to speak with, what does your calendar look like? If not, who do you recommend I talk to?
  • Please refer me to the person responsible for media buying.
white and orange letter b logo

When to send cold emails?

Well, some people say the best time to send emails is between Tuesday through Thursday. I would say that there’s never a good time or bad time to send an email. Definitely, Mondays or holidays are not the best days. Then Friday it’s a complex day because people are out at least in their minds. Sunday could be also a good day … but if you are dealing with people in the Gulf this day is their Mondays.

Your email should be smartphone-friendly emails

You should keep your email short and also you should try not to add any pictures to your email to prevent any additional spam blockers. Your email should appear to be a real email sent by a real person. Therefore we should avoid any complex HTML designs. It’s a called email template right this is not a blog post.

How to respond to responses?

If you get an answer… well done!!! How do you respond? You should have some pre-defined answers. Here are some examples :

  • Positive set up call/meeting
  • Not interested
  • Not interested right now
  • Send me more information
  • We are already working with someone
  • I told the right person about you, and they’ll get back to you if they are interested
  • Out of office notifications

“Urs Gaillard from buying is the person you want to talk to…”

Dear {{contact.first_name}},

Just following up, does it make sense to talk about this? If not, who would be the right

person to talk to?


Kind regards,

A good cold email template starts with a clear subject line

Your subject line should be short and clear such as “who is responsible for this”, “who is responsible for that”, perhaps you can also put into the subject line the company name.

Let’s say you asked for a referral to the right person. When you write your subject – the correspondent should know if you are prospecting or selling. In an ideal world, you don’t want to let account execs and sales reps prospect do the same job and therefore the subject line will be different.

When it comes to subject lines try those ideas:

  1. Use their name/company name in the subject line when it makes sense.
  2. Make the subject line as specific as possible—the more personal the subject line, the higher the open rate.
  3. If you wonder if it sounds too much like a marketing email then bingo it’s a marketing email.
  4. Experiment with questions in subject lines.

Cold email subject lines that get open rates of +50%

1. “Introduction: {Name}” or “Introduction {your name/company} <> {their


2. “quick request”

3. “Trying to connect”

4. “{Name of their company}”

This subject line is not only a promise that the message will be relevant – it’s a key factor for a higher open rate. Try not to be misleading but sharp and short to get your emails opened.

multicolored cyclops painting

Cold email template body wording

Using the right – prose – words is an art ! It should be a short sweet and precise request – no more than 4 sentences.

There are two approaches to cold emails:

  1. You are emailing someone high up in the company and asking for a referral down to the right person
  2. You are emailing the decision-maker directly, pitching them to sign up, set up a call

With you can copy and paste those texts directly into your email template so if you’re an happy user, you can copy and paste them directly into as an email template.


Cold email: Referral V1

Short subject line

Dear {{contact.first_name}},

My name is {{user.first_name}} and I head up business development efforts with {{}}. We recently launched a new platform that [one sentence pitch].

However, based on your LinkedIn online profile, you appear to be an appropriate person to connect with… or point me in the right direction.

I would like to speak with someone from {{}} who is responsible for [handling something that’s relevant to my product/service].

If it is you, are you open to a fifteen-minute call on [time and date] to discuss ways the {{}} platform can specifically help your business? If not you, can you please put me in touch with the right person?

I appreciate the help,

Kind regards,



Cold email: Referral V2

Short subject line

Dear {{contact.first_name}},

I hope I’m not bothering you. Could you please refer me to the person in charge of [something that’s relevant to your product]?

Thanks for your time,

Kind regards,



Cold email: Referral V3

Short subject line

Dear {{contact.first_name}},

My name is {{user.first_name}} and I’m with {{}}. We work with organizations like {{}} to [one sentence pitch].

One sentence unique benefit.

Could you direct me to the right person to talk to about this at {{}} so we can explore if this would be something valuable to incorporate into your events?

Kind regards,



Subject line : Can you point me in the right direction?

Dear {{contact.first_name}},

Would you be so kind as to tell me who is responsible for [insert your biggest pain point here that resonates with your ideal customer OR insert function like “sales” or “recruiting”] and how I might get in touch with them?

Thank you,

Kind regards,


Organization cold email referral are short – i saw your company online doing this and that … can we talk… time and date cheers.. and a call to action.


Cold email: Selling V1

Short subject line

Dear {{contact.first_name}},

I hope this email finds you well. I wanted to reach out because [explain how you got their contact information and how you relate to them: talked to a colleague, saw their company online, etc.] {{}} has a new platform that will help [their team] at {{}}. [One sentence pitch of benefits.]

We do this by:

  • Benefit/Feature 1
  • Benefit/Feature 2

Let’s explore how {{}} can specifically help your business. Are you available for a quick call [time and date]?

Kind regards,



Cold email: Selling V2

Short subject line

Dear {{contact.first_name}},

I hope this email finds you well! I wanted to reach out because [explain how you got their contact information and how you relate to them: talked to a colleague, saw their

company online, etc.].

{{}} has a new platform that will help [their team] at {{}}. [One

sentence pitch of benefits.]

I know that {{}} will be able to help {{}} [insert high-level


Are you available for a quick call [time and date]?

Kind regards,


Let’s get them all with InvestGlass Email and Marketing automation

Now you know the secrets to successful cold email templates. Actionable sales advice gets real when you test them. You have to adapt the templates until you find your own magic sauce.

InvestGlass team is glad to share with you more CRM sales tips and resources so don’t hesitate to contact us. Email subject lines cold test first then measure your result inside CRM. Engaging a quality prospect is better than a large quantity. Effective cold email templates contain only one call to action!

Your sales teams are now ready to engage in a quality prospect strategy. Don’t forget to match your ideal customer to the right email template.

Start your free trial of the InvestGlass email marketing tool.

cold email templates, email marketing

5 Helpful Sales Email Tools to Support your Outreach

Email marketing is the single best way to grow your business. It’s a tried and true strategy that has been around for decades and isn’t going anywhere anytime soon! But how can you send better emails? The answer lies in tools. In this blog post, we’ll be discussing 5 helpful sales email tools (to support your outreach).

1. Email address lookup tools

For your sales emails to succeed, you first need to have the right email addresses for your prospects. Here are two tools we recommend for this: and

Both solutions will help with sales outreach. is a premium paid service but Hunter will provide you with free email addresses that are accurate and updated when they change jobs (via LinkedIn). We use to drop a lot.

This way you will check customer data and engage prospects with their email while respecting GDPR. You might not find all companies though. Those prospecting tools are outbound sales best friends.

2 . Sales email templates for power sales reps

Now your sales cycle can start! InvestGlass email will email you and send personalized cold emails and automated email sequences. Email campaigns are tracked and cole emails too. The metrics are stored in InvestGlass sales CRM and the sales pipeline is initiated if your prospects wish to follow-ups.

Cold emails are a long-term strategy. One tool that stands out is Salesflare which has a good CRM and smart templates for emailing large companies or small teams with the right message at the right time.

Email marketing automation software like InvestGlass provides you with easy-to-use features for your sales outreach with prescheduled emails. It’s about sending just the right time message and reducing the marketing efforts with automation when you would have done repetitive tasks.

When you create a cold email you have to imagine which persona the same way you would engage customers. It’s sales conversations you are trying to start so the first element you should work on is the subject line. Cold sales email should start with a simple subject line

<problem> …. <contact / speak> … <your company>

between <> you will inject prospect or customer data with InvetGlass email. This will remove manual tasks of writing initial sales emails one by one.

You can attach files or forms to your email. Make sure that your files or sales decks are not too heavy. Concerning images we recommend not to put images into your message. You might be excited to send customized images into your sales email but this might look too glossy and sales-oriented. Yes, it’s a “sales calls” but it should be kind enough.

In your email, you should have a call to action – only one! Otherwise, you are splitting the email tracking understanding. You want to offer a free version, a free visit, asking if you are talking to the right person, to the key decision-makers… not all companies will be organized the same way. Therefore don’t put the call to action into subject lines but inside the body of the email.

If you have a mutual connection with a prospect it is better to override the cold email outreach tool and write it manually. You want to start a conversation here – sales acceleration should slow down.

Sales team performance will be monitored in the campaign tool Each sales professional will find their response rate and follow-up emails rate in simple reporting.

3. Meeting/demo scheduling tools to start your sales process

The prospect said yes I am interested! Your response rates start to show that your outreach email is effective. Now it’s time to improve sales operations with a scheduling tool. Scheduling tools enable prospects to just choose an available slot.

We have been fans of Calendly for years 😄. The company name might right a bell right – It’s the ultimate potential customer meetings app. As your prospects book a meeting, they can share personalized messages with you. You can manage your sales team’s calendar with Calendly.

Calendly is an automated scheduling tool that you can personalize. This tool is great to include in your email outreach for one-to-one meetings and demos. Sales performance will increase with this customer meetings app.

During this meeting, it’s time again to introduce your mutual connection and present the sales cycle of your solution. You will wait for this meeting to introduce relevant information. Keep these meetings short – 30 – 45 minutes maximum and get ready with your sales stack.

Another good option is a scheduling tool like Doodle where the prospect can pick from their own time slot of availability, or offers different times if they want to get back with you first before choosing an available time slot.

4. Conversational selling tools for your sales team

When interaction is too dense or you wish to host a communication tool inside InvestGlass client – we recommend you have a look into Intercom.

Intercom is a suite of tools for customer support, marketing, and sales. It has a variety of features such as:

– email like messaging tools;

– in-app chatbots that help answer questions about the product or service they are interested in without ever leaving your app (it’s called “conversational selling“);

– personas – automatically triggered based on

Alternative to Intercom are :

Drift (chatbot builder, software)

Chatfuel – chatbot creator;

These tools are usually free to use with a monthly subscription or payment per message sent. You can send canned messages or personalize messages too. Intercom is an easy-to-use platform. It will help with the help desk and document tracking. The solution can track customer behavior and conversation will be stored back into InvestGlass contact report. The sales workflow is perfectly tracked and you will automate manual tasks.

5. Virtual meeting tools for your sales rep

With travels restriction – your sales rep needs to meet virtually every hour with the prospect and they will use


Zoom is a video conferencing tool and it is free for up to 25 participants.

– Zoom for online meetings

– Join – video calling app from Google which also works with Facebook Messenger, WhatsApp, or WeChat;

UberConference ;

It’s a good idea to have your sales rep give the prospect their Skype ID so they can contact them outside.

The difference between Teams and Zoom is that Teams is a communication tool and Zoom is strictly for video conferencing.

Protect your data with a Swiss Based CRM – InvestGlass

InvestGlass offers the best sales tools from lead generation to customer success. Our solution is hosted on Swiss servers and that is quite unique for marketing automation tools.

InvestGlass offers an all-in-one customer relationship management tool built for modern sales reps. Sales teams will enjoy sales prospecting tools and pre-built email templates. As InvestGlass hosts product and security dimensions, your sales teams will share more deals opportunity in their sales email.

red and white sail boat on water near city buildings during daytime

You import contact and more leads with an easy import tool. It’s the perfect outreach process tool to send more sales emails. Swiss-made sales tools are another insurance that data is safe here in Switzerland.

Sales emails are leaving InvestGlass through your credentials. Sales conversations would you use Intercom, Calendly,, will be recorded into contact reports and all contact information will be stored in one place.

Start your InvestGlass free trial today

CRM, email marketing, sales automation

person showing white envelope

5 Surefire Ways to Capture Email Leads in 2021: Strategies for the Digital Age

In 2021, the internet will be a vastly different place than it is today. With new technologies coming out every day and more people getting online each year, there are tons of opportunities to capture email leads in this digital age. In this blog post, we’ll explore 5 surefire ways to start capturing those leads now!

1. Create a blog post that answers the question “How do I capture email leads?”

Collect email address or phone is the first way to generate leads. . You can do this by asking people who visit your blog post to give you their email address or phone number.

On your website landing page, or with an exit intent pop up, you will ask 1 to 3 questions to signup. This is an opt in form. The form should include GDPR consent. GDPR is the General Data Protection Regulation in the European Union.

This is a form where you ask for your contact information, their email address or phone number and company name. This should be on every page of your website so there are no surprises when they visit other pages.

New subscribers will receive marketing email and direct mail. Email marketing is still one of the best ways to keep in touch with your contacts and customers.

As a business, you should always have an opt-in form on every page of your website so people can easily sign up for any type of communication they want from you.

If you send a message to business professionals your email, as they are opt-in with opt-in forms, will not fall into the spam folder.

It’s a perfect way to share exclusive discounts as you can target customers with your lead capture form. You can also monitor the call to action to target customer interest

2. Reach out to people you know who are in the industry and ask if they would like to guest post on your blog

Guest post is more complex as you have to monitor the page. However, you can use G2 or Captera to start a referral program. Referral programs are a great way to make money and grow your email list. You need a lead capture form on every page of your website so that people can easily sign up for any type of communication they want from you. Potential customers will read the comment and this will :

  • fasten lead generation
  • push to your landing pages
  • increase existing customers brand loyalty
  • drive traffic from people talking about your specific offer
white and red heart print card

3. Create an eBook about capturing email leads and offer it for free on your site or give away at events

eBook is content your share about specific topics such as existing clients’ success, content upgrades. ebook is free content with high value to your readers. It’s not a great way to boost engagement I think, and it’s free content.

Possible titles for the eBook: “The Complete Guide To Capturing Email Leads” or “Capture More of Your Website Traffic With These Strategies.”

With InvestGlass forms, you captured targeted emails, as they need to input their emails to download the content!

4. Offer a webinar about your key know-how – free or paid media

Landing pages and email marketing work well with webinar. Make sure that if you are using a Livestorm or Zoom for your webinar the leads capture process is connected to InvestGlass API.

Webinars is a collect leads machine! Collect email addresses with webinar tools is easy and less intrusive than landing pages pop ups.

Capture leads in webinar thematic to hyper target your prospect and customers.

You can capture leads via social media and social networks too. Vimeo video is our favourite way to capture emails.

Have you ever wanted to capture email addresses and get more leads without being a spammer? You’ve come to the right place. InvestGlass is an all-inclusive, easy-to-use CRM that integrates with your website for capturing emails with forms or popups. Our system is working on servers in Switzerland which means that data flow from our form captures will be flowing on servers and NOT US.

Ready to start collecting new contacts today? Sign up below!

email marketing

boat on the ocean photography

Alternative to Hubspot made in Switzerland? Meet InvestGlass CRM

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Hubspot is one of the leading blog platforms, but it has a glaring issue. It requires a lot of time and effort to make each post stand out because there are no templates or styles available for users. This is where InvestGlass comes in. With this platform, you can create a professional-looking collaborative portal with just a few clicks!

Alternative to Hubspot made in Switzerland

InvestGlass CRM is carefully built and hosted in Switzerland. Switzerland is well known for its strict privacy laws. Lead generation can be done from our public cloud in Geneva Switzerland or if you run a large business you can ask for an on-premise CRM platform. The cloud solution is scalable and it is ideal for small and medium-sized enterprises.

boat on the ocean photography

We don’t believe free plan is a soluiton – and when you start paying for the CRM you find that you pay a lot for your marketing software! We decided to adapt with very comprehensive pricing.

InvestGlass CRM has a fully-fledged document management system integrated, which provides support for team collaboration on existing documents or creating new ones. Documents are not just stored in the cloud but they’re also indexed by Google Document tools so that you can search for them easily. This gives

InvestGlass CRM is the only post creation tool that has a fully integrated collaboration portal, featuring instant notifications and updates to every user on your team in real-time! Use our smart drafting feature to synchronize all of your ideas into one draft, then share with colleagues for feedback before you publish it live.

The product can be connected to Hubspot API but also to Hubspot competitors like ActiveCampaign, Marketo, Mailchimp or Salesforce but it best work when you keep it in the same environment.

Hubspot alternative how do we migrate?

InvestGlass offers a lazy import plan perfect for small businesses’ data import. It’s an agile CRM so you can import your leads, clients, products into the Swiss hosted CRM. Marketing and sales teams will appreciate that the solution is easy to use for email campaigns and lead nurturing.

A big advantage is that InvestGlass with the product dimension will facilitate email marketing tool, inbound marketing.

CRM features are very similar to what your sales team are used to play and the marketing team will appreciate InvestGlass collaborative portal. If you have existing tools like a live chat – you will add the code snippet to run your chat.

Email automation will have to be created into InvestGlass but it’s quite easy to replicate and our team will make sure your marketing efforts are 0.

Although InvestGlass doesn’t offer a free plan, only paid plans, InvestGlass team will assist you when you start your free trial !

bull grayscale photo

From eCommerce business and fintech neobank builder

Most CRM platforms are disconnected from the landing page builder. InvestGlass offers a landing page builder you can customize in minutes. Marketing automation features will open widgets on the landing page based on the customer segment. Customers will find the right information at the right time and in the right format. Sales and marketing teams will have less work to do thanks to the automation process. Customization options will fit your corporate branding.

eCommerce is booming and with InvestGlass, the entire marketing process will be more streamlined. eCommerce business owners appreciate InvestGlass because it is easy to use and customizes perfectly.

Digital marketing is now a must for eCommerce companies looking to capture new leads and launch hyper – targeted email marketing campaigns. Email campagins will also benefit from template, scheduler and a b testing tools. Automation tool will schedule email email automation at the right time. Email variables will add in the email body and title email address, CRM information such as the first name, or a catchy word we call an icebreaker.

Would it be inbound or outbound marketing, the email marketing should specific with a call to action your customers will understand.

And for neobanks customers?

Fintech neobank builders will also find InvestGlass an excellent choice for marketing automation features. InvestGlass paid plans to include all you need to build neobank digital onboarding, email marketing, lead nurturing and KYC remediation. Create landing pages for your neobank in minutes.

We have business owners of business banks using InvestGlas landing pages for their POC. POC means Proof Of Concept. We are seeing a lot of business banks using InvestGlass because it is so easy to use and then they can decide if they want to implement the product for their business or not.

Are you ready to consider alternatives to Hubspot?

Sales and marketing teams will find with InvetGlass all features and sales automation to increase lead capture and conversion.

Get more productive and less busy !

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CRM, email marketing, sales automation

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How to Create a Successful Email Marketing Strategy in 2021?

How to create a successful email marketing strategy in 2021?

In this email strategy, you will find examples and templates for generating and higher return on investment often called ROI. With COVID increasing numbers of email, you might be thinking that emails is something from the past. No way! We believe that it’s still needed to contact your prospects and clients with this means

So let’s dive into our best tips and strategies to grow, engage and retain your subscribers for the long term.

1.    Start with your inbound marketing strategy

2.    Manage and segment your list appropriately

3.    Create high performing and hyper targeted emails

4.    Optimize your emails to drive conversations and conversions

5.    Create email templates for your campaigns

Start with your inbound marketing strategy

To understand the inbound marketing methodology, you have to understand the difference between outbound and inbound first. When you write your email, you have to understand what your prospect current mindset is and find a way to make them happy with the product and services you are promoting.

In your mind you should always have three steps which are attraction, engagement and delight. It’s only once you understood the three elements of your targeted clients that you can start thinking about your inbound strategy.

Your software should be connected to your CRM database and you should make sure that your CRM has all the basic information to target your customers with specific information. You should make sure that you turn on mandatory fields to highlight missing fields and update them before you sent a personalized email.

Then you have to make a choice about the funeral of conversations and conversions. Are your clients reading blogs? Which media are there consuming? Might be using chatbots? It’s important that you find the right funeral and make sure that the conversation will engage seamlessly by your clients and prospects. Funnel is more important than the message itself!

And your strategy should reflect your goals. As Simon Sinek says, “People don’t buy what you do but why you do it.

Manage and segment your list appropriately

To create a segment, we suggest you think out loud of a buyer’s journey. This is by person or associated to a behavior. Of course, this behavior is the behavior that you want and may not be the behavior of your clients however it’s a right way to start to create a contextual message and test and try – this is pure A/B testing. Testing scenario until you find the best ideal message.

To create this list, you should collect the right information and using the CRM and the forms will help you to make sure that you collect information correctly. The data should be explicit and obviously compliance with email regulations called GDPR.

Client segment should have a life with leads, customers, subscribers, topics and perhaps also some elements such as Christmas or Chinese New Year, Hanukkah… We suggest you use TAGS for that segmentation too.

It’s important to make sure that you have a healthy database and make sure that your clients have an option to unsubscribe.

Create high performing and hyper-targeted emails

Defining powerful and high-performing email strategy is something easy. We suggest you set a goal with a “SMART” goal.

S for a specific

M for measurable

A for attainable

R for relevant

T for timely

This is the core of our solution to deliver the right financial information at the right time to the right investor. Sending the right email means also making sure you use the mustache or “added variable” inside your template email deliver hyper-targeted message.

This is what we call hyper targeted communication which means sending an information that will be slightly individualized to make sure that each consumer will believe that it was a 1 to 1 message.

Obviously, the conversation should be based on words, but you can also attach some documents and forms. As InvestGlass generates forms linked to the CRM database, you can therefore ask extremely specific question and even ask your contacts to update their own preferences with those questionnaires!

Optimize your emails to drive conversations and conversions

 Once you crafted the perfect email the objective is to increase the numbers of clicks. This is what we called the click to action or something I like to call also the compelling call to action. Here we have to make sure that we will limit to one click to encourage customers to click on the link and follow through one goal.

Create the right email templates for your campaigns

Then you will definitely create templates that can be saved and shared among your colleagues to promote a product and service but also for KYC remediation. You can define in the email template different types of business needs to create the perfect message and a frictionless experience for prospects and investors.

4 keys ideas for 2021 don’t try do it !

 So how to create an email that we trust? The first step is to make sure that those elements of emails educate your customers and investors.

Email should provide valuable downloads and resources and therefore help and educate your clients.

The call to action should be clear and you should only have one call to action in an email. And the email can be of various formats with the video, a picture or dress very basic text. You can customize form InvestGlass email templates function the “link name”.

 In 2021, you must make sure that you collect expressed consent. This is the key of the can-spam and GDPR regulations which is to make sure that you collected in one way or another and express permission to contact those people consent to be contacted via email. If someone asked you to stop email, then you should doing it – and send a breaking up email.

Sales script ideas ?

{{first name}} the first name and all information in brackets are directly promoted from your CRM.

Hi {{first name}},

My name is {{My Name}} and I head up business development efforts with {{My Company}}. We recently launched a service/platform that {{One Sentence Pitch}}

I read about you and based on your online profile, you appear to be an appropriate person to connect with…or might at least point me in the right direction.

 I’d like to speak with someone from {{Company}} who is responsible for {{handling something that’s relevant to my product}}

If that’s you, are you open to a ten-minute call on {{time and date}} to discuss ways the {{Company Name platform}} can specifically help your business? 

If not you, can you please put me in touch with the right person? I appreciate the help!

Kind regards,

{{My Name}}



One or two other steps are needed such as the template colors, the complex logos and the setup of your outbound email communication center. This takes no more than 10 minutes to do and will make your email feel like they are leaving from your own mailbox ! 

Analyze more and more

To analyze your email, you should have a look at how many emails were delivered, how many emails were missing, how many emails were open, how many emails were clicked, how many emails get converted which means someone achieved a goal by clicking on the button or fulfilling a transaction.

How to build your Return on Investment for email marketing?

First step you have to subscribe the money you invested in this campaign from the money you will make with an additional investor or sales. For example, CHF.10,000 is the money you made in additional sales CHF.1000 is the money you invested which equals to CHF.9000.

 Then divide the total money invested in your company so CHF.9000 divided by CHF.1000 equals nine and multiply this result by 100 here it will make 900%. The ROI is 900%.

Now you are ready ! Go and get them !

CRM, email marketing

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