CMO
ExampleRe-engage the 46 deals stuck at “Demo done” for three weeks
Example estimate: 4 to 8 deals moved forward this month
First deliverable, ready to paste
Follow-up email, to send from your CRM to the 30 contacts without a follow-up
Subject: The two questions people ask after the demo
Body: Most teams we show Lumio to ask the same two things: how long the import takes (about an hour) and whether the accountant needs an account (no, they get a read-only link). If either was on your mind, I can set up a 20-minute session with your own data.
Tasks for the 16 others: one call each, created in HubSpot once you approve.





