Customer Sales Automation
Automate your sales outreach to land more SMB clients without manual effort.
When to Use This Skill
- •Writing cold emails to potential SMB clients
- •Creating follow-up sequences (3-5 touchpoints)
- •Drafting proposals and quotes
- •Building case studies from completed projects
- •Handling common objections
Cold Email Framework
Structure (Keep Under 150 Words)
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Subject: [Specific pain point] for [Company Name] Hi [First Name], [1 sentence showing you researched them] [1-2 sentences about their specific problem] [1 sentence about how you solve it - with proof] [Clear CTA - calendar link or reply request] [Your name]
Example: QuickBooks Automation Pitch
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Subject: Manual invoicing eating 5+ hours/week at [Company]? Hi Sarah, I noticed your Etsy shop is growing fast - congrats on the 500+ reviews! Most shops your size spend 5-10 hours weekly on manual invoicing and inventory updates. That's time you could spend on product design. We automate the sales→QuickBooks→shipping flow for ecommerce sellers. One client cut their admin time from 8 hours to 30 minutes weekly. Worth a 15-min call to see if this fits? [Calendar Link] Best, [Your name] Simply Smart Automation
Follow-Up Sequence
| Day | Email Focus | Subject Line |
|---|---|---|
| 0 | Initial outreach | [Pain point] for [Company] |
| 3 | Quick bump | Re: [Original subject] |
| 7 | Add value | Quick tip for [their situation] |
| 14 | Social proof | How [similar company] saved X hours |
| 21 | Break-up | Closing the loop |
Day 3: Quick Bump
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Subject: Re: Manual invoicing eating 5+ hours/week at [Company]? Hi Sarah, Just floating this back up - I know things get busy. Would a quick 15-minute call be worth exploring? Happy to show you exactly how the automation works for shops like yours. [Calendar Link]
Day 7: Value Add
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Subject: Quick tip for Etsy sellers with inventory headaches Hi Sarah, Whether we chat or not, thought you'd find this useful: Most Etsy sellers don't realize QuickBooks can auto-flag low inventory items. Takes 5 minutes to set up. Here's how: [Brief tip or link] Let me know if you'd like help setting up the full automation. [Calendar Link]
Day 21: Break-Up
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Subject: Closing the loop Hi Sarah, I've reached out a few times about automating your invoicing workflow but haven't heard back. Totally understand if the timing isn't right or it's not a priority. I'll close this out, but feel free to reach out anytime if automation makes sense down the road. Cheers, [Your name]
Proposal Template
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# Automation Proposal for [Client Name] ## The Problem [1-2 sentences about their specific pain - use their words from discovery] ## The Solution We'll automate your [specific workflow]: - Sales form → QuickBooks invoice (automatic) - Inventory sync (real-time) - Shipping labels (one-click) ## What You Get - [ ] Custom automation workflow - [ ] Admin dashboard - [ ] Deploy guide + training - [ ] 30-day support ## Investment **One-time setup**: $X,XXX **Monthly maintenance** (optional): $XXX/month ## Timeline - Week 1: Discovery + build - Week 2: Testing + deploy - Week 3: Training + handoff ## Next Steps 1. Reply to confirm scope 2. 50% deposit to start 3. Kickoff call [suggest date] --- Questions? Reply to this email or book a call: [Calendar Link]
Objection Handling
| Objection | Response |
|---|---|
| "Too expensive" | "What's the cost of 5 hours/week for the next year? That's 260 hours - at $50/hr that's $13K in time. This pays for itself in 2 months." |
| "We're too small" | "Actually, small teams benefit most - you don't have an ops person to handle this manually. Automation IS your ops team." |
| "We tried automation before" | "What broke? Usually it's bad implementation, not bad automation. We build with your specific workflow in mind." |
| "Let me think about it" | "Totally fair. What questions would help you decide? Happy to send more details or hop on a quick call." |
Personalization Variables
Use these in your emails:
- •
{company_name}- Their business name - •
{first_name}- Contact's first name - •
{pain_point}- Specific problem (research this!) - •
{social_proof}- Relevant case study - •
{calendar_link}- Your scheduling link
Metrics to Track
- •Open rate: Target 40%+ (improve subject lines if lower)
- •Reply rate: Target 10%+ (improve body if lower)
- •Meeting booked rate: Target 3-5% of sent
- •Close rate: Target 25%+ of meetings
Integration with Your Workflow
- •Research prospect (5 min)
- •Draft email using templates above
- •Use
execution/send_email.pyfor delivery - •Log activity with
execution/log_activity.py - •Track in your CRM or spreadsheet