Merge fields:
[Name] — Contact name
[School] — School name
[Workshop] — Workshop they attended
[Date] — Current date
[Disha] — Sender name
🎯 Cold → Warm (Podcast Invite)
COLD → WARM
Hi [Name], this is [Disha] from Equanimity Learning. You attended our [Workshop] session — I'd love to feature you on our School Leadership Podcast as a guest. It's a great platform for school leaders to share what's working at their school. Would you be open to a 20-minute conversation?
Trigger: First outreach. Use when contact is in cold stage.
📞 Warm → Demo (Demo Offer)
WARM → DEMO
Hi [Name], great connecting with you on the podcast. Based on what we discussed, I think an Equanimity Learning audit could really help [School] identify exactly where you're strongest and where there's room to grow. Can we schedule a 30-minute walkthrough?
Trigger: After podcast reply, move to warm. Goal: Demo call.
🔁 Demo Follow-up
DEMO FOLLOW-UP
Following up from our session — I'd love to send you the school audit framework we use. It covers SQAF and NABET compliance areas. Would a quick 15-minute call work this week?
Trigger: After demo call. Move to demo stage.
📄 Proposal Message
PROPOSAL
Hi [Name], we've put together a [30/90/365]-day improvement plan for [School] based on the audit findings. Happy to walk you through it — here's what we recommend for the first 30 days...
Trigger: Post-demo. Move to proposal. Attach proposal PDF.
🔔 Follow-up Sequence
FOLLOW-UP DAY 3
Hi [Name], just checking in — did you get a chance to see my earlier message? Happy to answer any questions about the School Leadership Podcast invite. Let me know!
Trigger: No reply after Podcast Invite. Day 3.
FOLLOW-UP DAY 7
Hi [Name], no pressure at all! I just wanted to follow up. Our podcast has featured school leaders from DPS, Apeejay, and Mayo College — it could be a great platform for [School] to share your story. Would love to connect!
Trigger: No reply after Day 3 follow-up. Day 7.
VALUE-ADD DAY 14
Hi [Name], sharing this CBSE compliance checklist — it's something we put together for school leaders. Feel free to use it or ignore it. Either way, would love to connect about the podcast when you have a moment!
Trigger: No reply after Day 7 follow-up. Day 14. Send as value-add.
CLOSED WON MESSAGE
Hi [Name], thrilled to have [School] on board for the audit! Our team will be reaching out shortly to kick things off. Looking forward to working with you!
Trigger: Contact agrees to audit. Move to close. Celebrate! 🎉
CLOSED LOST MESSAGE
Hi [Name], thanks for your time. I understand [School] isn't the right fit right now. Wishing you all the best — do reach out if things change in the future. Always happy to help!
Trigger: Contact declines. Move to close (lost). Keep the door open.