Inside SaaS Sales

All Blueleaf messages

Sales emailBlueleaf to Jon KimReceived August 31, 2016

Blueleaf: Sales Email #6

Re: Your request to trial Blueleaf Advisor …

Hi Jon,

There are just so many cool features to Blueleaf that I can’t possibly get them all into one email. Here’s one you’ll really like though. Your clients, through our client portal (the best of it’s kind in our industry), can add held-away accounts from over 10,000 different institutions.

That’s right. Your clients can put in their 401-K account and you can charge a management fee for it. How many clients do you have and how much do you think you could increase your business by if you do this for all of them? Let’s talk some more about this and other features Blueleaf has to offer.

To book some extended discussion time with me, please select a day and time on my calendar, which you can see here. Or, you can just call me.

Best regards,
Justin Shepard

Turn your own cadence into a repeatable process. Process Street runs demo follow-ups, qualification calls and customer success hand-offs as checklists and workflows your team can track. Try Process Street free.