e-Sign Follow Up

Say you've been working on an opportunity for months and all you need to close the deal is a signed contract from a key stakeholder. But 48 hours have passed and the contract hasn’t been signed. Maybe new priorities have popped up or your main contact is waiting on final approval from higher-ups. An automated, executive-authored email can handle the heavy lifting required to stay on top of the situation and prevent the deal from stalling. You can set the response time based on your industry, relationship with the customer, complexity of the deal, etc. This high-level messaging can be just the thing to unlock any hold ups and close the deal.

<play> **PLAY NAME** e-Sign Follow Up --- **🔁 Triggers** - CDP could potentially handle this as a trigger.,- Take action on recent docusign signatures, by document type, by sender --- **⚡️ Actions** - Wait for a period of time - Determine behavior based on Company, Contact, Opportunity or Activity data - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) - Add contacts to tracker with an origin tag (optional) --- **✅ Goal / Problem to Solve** 🤝 Opportunity to Close --- **➡️ Channels** ✉️ Email, 💬 Text, 📞 Phone --- **✏️ Summary** Say you've been working on an opportunity for months and all you need to close the deal is a signed contract from a key stakeholder. But 48 hours have passed and the contract hasn’t been signed. Maybe new priorities have popped up or your main contact is waiting on final approval from higher-ups. An automated, executive-authored email can handle the heavy lifting required to stay on top of the situation and prevent the deal from stalling. You can set the response time based on your industry, relationship with the customer, complexity of the deal, etc. This high-level messaging can be just the thing to unlock any hold ups and close the deal. --- **✏️ Default Natural Language** When the **select DocuSign** form is sent out then wait **a period of time** then if **select value** **select condition** **select value** then export to **select system** as **record type** and **select campaign** and assign to **select user** When someone signs a document sent from **select user** with a **select document type** then add to tracker for **select SalesOS user(s)** --- **Explainer-Video-Script** Want to turn stalled prospects into won deals? Run the E-Sign Follow Up play! You’re so close to getting a deal through after months of work. All that’s left is for the prospect to sign the contract, but it’s taking them a while. When an e-sign contract goes unsigned for a specified period, say two days, automatically send an email to the prospect from a sales leader or exec at the company who can have an authoritative sway on getting pen to paper, or rather, mouse to screen? And get the deal over the finish line. --- **🏷Features)** CRM Sync, Copilot, ABM Audiences --- **🏷️ZoomInfo Data Types)** Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Configure DocuSign Integration - Set up connection between DocuSign and ZoomInfo SalesOS - Define triggers for unsigned contracts after 48 hours ## 2. Prepare Executive Email Template - Draft email template from sales leader or executive - Emphasize urgency and offer additional support ## 3. Set Up Automated Workflow - Configure wait time (e.g., 48 hours) after contract sent - Set conditions based on company, contact, or opportunity data ## 4. Implement Trigger Action - Automate sending of executive email to contract recipients - Include personalization based on recipient data ## 5. Data Export and Assignment - Export relevant data to CRM or other business systems - Assign follow-up tasks to appropriate sales team members ## 6. Optional Campaign Enrollment - Create follow-up campaign for unsigned contracts - Enroll contacts into campaign if needed ## 7. Contact Tracking - Add contacts to tracker with origin tags - Monitor engagement with follow-up communications ## 8. Multi-Channel Follow-Up - Implement additional outreach via phone or text if needed - Coordinate timing of multi-channel communications ## 9. Performance Analysis - Track contract signing rates and time-to-sign metrics - Analyze effectiveness of executive-sponsored follow-ups ## 10. Continuous Refinement - Adjust wait times and email content based on performance data - Optimize workflow based on industry-specific insights --- **🪙 RAG Inputs Used (Broad)** Contract Information, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, ContractInformation, Sender.Title, Sender.Company, CompanyName, CompanyInformation.PainPoint, SignalsAndBehavior.Engagement, AccountHistory.PrimaryContact, ContentLibrary.Resource, Sender.Name, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (VPC * CR / 100) * ADS --- **🟨 Yield Key Drivers** Conversion Rate (CR), Average Deal Size (ADS), Volume of Pending Contracts (VPC) --- **🟨 Yield Driver Definitions** Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Volume of Pending Contracts (VPC) This metric refers to the total number of contracts that have been sent out but remain unsigned. --- </play>