Internal Sales Newsletter

9th Edition – August 2024

Welcome to the 9th issue of the Watercress Internal Sales Email. We will periodically publish a bundled update like this. If you want to see anything in the next issue, contact the Marketing Team!

Recent Industry Focused Campaigns

HVAC Campaign

The Marketing Team creates an annual summer HVAC campaign to target our HVAC prospects in Salesforce through various marketing tactics. Below is a calendar of the campaign schedule along with the results of our campaign efforts.

June 2024

July 2024

Roofing Campaign

The Marketing Team creates an annual (or bi-annual) campaign to target our Roofing prospects in Salesforce through various marketing tactics. Below is a calendar of the campaign schedule along with the results of our campaign efforts.

June 2024

July & August 2024

Sales Rep Rewards Program

The new Sales Rep Rewards Program is officially underway! With this program, our contractors can work their way up levels 1-5 while receiving rewards at each step as they close more deals for their home improvement business.

Whether that’s a coffee on us, a gift card, or a movie night with their family – our contractors can look forward to a wide array of attainable rewards. This program incentivizes your prospects and can give them that last push to commit to becoming a partner!

Program Progress & Analytics

Social Media and Blogs

New Blog: 

HVAC Business Owner to Home Improvement Financing Expert

Consider sending this blog to an open prospect!

New Post: 

Tips for Offering Home Improvement Financing

This is a great resource to share with your contractors.

Social Media:

New posts every week!

We encourage you to repost our content to your own pages!

We are currently focusing our social media efforts on being present and active on LinkedIn and Facebook. Whether through tradeshow photos, educational infographics, sales rep spotlights, or informative 3rd party articles; we strive to put out new content every week that we find valuable to our audience. If you aren’t already, you can follow Watercress Financial on LinkedIn and Facebook!

Email Automations Spotlight

Marketing Email Automation

What: Our Marketing Email Automation library consists of 15 unique emails (and growing) with carefully thought-out messaging sent out on a three-week cycle to those leads who fit the criteria.

Who:

  • Prospects owned by reps in the Warm Lead Stage (score of 5-7)
    • Substage = New, Unscored
  • Prospects owned by reps in the Hot Lead Stage (score of 8-10)
    • Substage = New
    • excluding Priority Prospects
  • Prospects owned by House in Warm and Hot Lead Stage (score of 5-10)
    • Substage = New

Nurture Email Automation

What: The purpose of the Nurture Email Automation emails is not necessarily to inform about Watercress Financial (these leads already know who we are) but to provide current industry and economic news, repurpose blog content, differentiate ourselves from competitors, etc.

Who:

  • Prospects in the Nurture Stage in Salesforce
    • General Nurture Campaign
    • Industry-Based Campaign – HVAC Industry, Roofing Industry, Plumbing Industry (more industries to come)
      • If a lead is associated with an industry we do not yet have an automation set up for, it automatically goes into the General Nurture Campaign
    • Competitor Focused Campaign

Reminder of Projects Watercress Financial Does Not Finance:

  • Solar Home Improvement Projects
  • Home Security Systems
  • Fire Sprinkler Systems

Sales Rep Rewards Program

Sales SharePoint > Marketing > Your Personal Folder > Sales Rep Rewards Program.pdf

Have you checked out the Q2 2024 Competitor Matrix yet? 

What can Marketing do for you? 

Email Blasts

Social Media Posts

Order Promotional Materials for Conferences/Meetings

THNKS Questions

Presentation Slide Assistance

Have other ideas or concepts you would like to bring to marketing?

We appreciate all of your feedback, suggestions, and collaboration with us to continue growing Watercress’s success.