Prototype DemoExample Automated Follow-Up Sequence
What Happens After Someone Completes the Assessment
Every submission triggers the same repeatable sequence — day and night, without manual follow-up.
The Sequence
1
Visitor completes Facility Cost & Risk Assessment
2
Lead information enters CRM
3
Personalized assessment results delivered by email
4
Educational follow-up begins automatically
5
Lead invited to request Facility Review
6
Qualified prospect enters sales conversation
Sample Email Subjects
Example content only — the prototype does not send email.
Immediately
Your Facility Cost & Risk Assessment
Day 2
One facility expense many organizations overlook
Day 4
When aging equipment becomes a capital-planning problem
Day 7
Should your facility consider an energy review?
Day 10
Would you like us to review your assessment?