Smartsheet

🔗 Smartsheet

Day 0

**Subject** Smartsheet Enquiry Follow Up

**Body**

Hi {{first_name}},

My name is John, I’m part of the Discovery team here at Smartsheet. Your query landed in my inbox and I’d be happy to help.

Would today or tomorrow be the best time for a short 5 minute call?

Cheers,

John Doe

Sales Development Representative

APAC | Sydney AU

60 Margaret Street, Sydney NSW 2000

[email protected]

(02) 9999 8888

Book Time on my calendar

Day 7

**Subject** Re: Smartsheet Enquiry Follow Up

**Body**

{{first_name}}, did you see my last email?

Let me know if you have a few minutes today or tomorrow for a quick call. Or, go ahead and reserve time on my calendar.

Thanks!

John

Day 11

**Subject** Re: Smartsheet Enquiry Follow Up

**Body**

Hi {{first_name}}

Thank you for getting back to me,

Yeah that’s completely fine, I added a Zoom link into the calendar invite.

Kind regards,

John Doe

Sales Development Representative

APAC | Sydney AU

60 Margaret Street, Sydney NSW 2000

[email protected]

(02) 9999 8888

Book Time on my calendar

📹 Conferencing call

Day 12

**Subject** Smartsheet Introduction

**Body**

Hi {{first_name}},

Thank you for your time today and for sharing more about your background! I would like to introduce you to Jane, your business advisor here at Smartsheet!

I have sent the calendar invite and Jane will contact you on Monday via Zoom.

If you have any questions, please let me know.

Kind regards,

John Doe

Sales Development Representative

APAC | Sydney AU

60 Margaret Street, Sydney NSW 2000

[email protected]

(02) 9999 8888

Book Time on my calendar

📹 Intro call

Day 16

**Subject** How can we automate project management and reduce Jira expense?

**Body**

Hi {{first_name}},

Good to chat with you yesterday.

As promised, here is a summary of the situation at {{company_name}} with an outline of the challenges it presents and how you can work with Smartsheet to overcome these challenges.

The recording of our conversation can be found here:

{{company_name}} x Smartsheet Recording (28min) Passcode: XXxxxxXXX

Summary:

The Product and Engineering teams at {{company_name}} are impeded due to inefficient communications and manual updates spread across Jira, emails, Excel, and Slack. This has led to hours wasted per week following up on tasks manually, which means product milestones can be delayed and unnecessary spend of {{company_name}}’s funds to further improve the Data Intelligence platform and provide best in class service for clients.

Evaluating Smartsheet

Smartsheet is a market leading platform with no-code automation able to be built to notify and alert team-members triggered from a wide range of possible criteria such as task due date, budget changes, new person assigned, etc.

Customer Story: Tranzact

TRANZACT Accelerates Project Management With Smartsheet

“It allows us to create priority trackers, project plans, and task lists in a more user-friendly manner,” she continues. “You get the best of both worlds with Smartsheet integrated with Jira. We’ve been able to create so many different views for all the different audiences and disseminate that information faster than ever before.”

Next Steps

Please let us know which of Tuesday 13th or Wednesday 14th is a better day to invite your Head of Engineering to join us for a more in-depth discussion of requirements.

Following this session, we may look closer into a demo with finalized commercial proposals based on your timeline.

Kind regards,

Jane

PS: The benefits in our early discussion seem to be hours saved in manual updates and reminders, which will become only more costly as runway runs out, along with a significant reduction in spending on Jira, which could be an immediate cost consolidation into JIra x Smartsheet.

-—————–

Jane Doe

Account Executive – Expansion

[email protected]

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