Automate Your Followup


Create a follow up plan and implement it with one click.

After you've created you sales proposal masterpiece, how do you follow up? Sure, you chase the big opportunities, but do smaller ones sometimes slip through the cracks? MasterQ-PRO automates your follow through.

These features include the ability to print an addressed envelope with one mouse click, design and implement structured Drip* follow up procedures, the ability to add identical notes to multiple customers at one time, as well as the ability to export selected names for use in external mail merge procedures.

*Drip marketing is a term describing a system of a planned sequence of scheduled contacts with your prospect. Either by phone, mail, email or in-person visits.

 
  Tokens available typical template document  
   

Above is a template we use. The complete 3 page document includes references to the company name and the contact of course. It includes several graphics, a signature, and also prints out an addressed envelope for mailing. All with minimal effort.

 

  
The same powerful template technology that MasterQ uses to create quotes is used in creating your drip marketing projects. Each step consists of a Word document that MasterQ personalizes with details from your customer, contact and/or sales proposal. The documents can be as simple as a brief bit of text, reminding you to make a phone call or schedule an appointment, or it can be an extensive ready-to-print document with logos, signatures, etc. MasterQ incorporates more than 50 key-word tokens that you place anywhere in your template document. You even have the ability to add new tokens.

Your follow up plan might be as simple as a reminder to call the customer in one week. Or it might include follow up contacts you plan on making monthly for the next 2 years. You create the documents for each step of the follow up process and tell MasterQ how many days to wait before generating the document. On the appointed day, the document will be created and will be ready for you to act on.

You may designate which documents you wish to automatically save copies of, which should also print out an addressed envelopes, as well as attaching notes to the related contacts, customers, or salesmen that you might need for rapid access later.


Find out how to get MasterQ here!