Reveo · 5-Email Nurture Sequence (Post-Tool Download)

The 5-email sequence that fires after someone grabs a free tool (GBP link, AI generator, etc.). Leads with value, builds trust, ends with a soft trial ask. Each email’s goal → a different landing page in the hub.

DAY 2

Did the link work?

Value check-in

DAY 5

How Scoop Soldiers did it

Social proof

DAY 10

The 10-template library

Deepen engagement

DAY 14

Ready to automate?

Trial offer

DAY 21

Should I close the loop?

Last ask

EMAIL 1 · DAY 2 EMAIL 1 · DAY 2 · VALUE CHECK-IN

Did the link work?

Non-salesy check-in. Opens the relationship without a pitch. Proves you actually care if the tool worked for them.

54%

8%

From: Eric at Rev e o . · eric@reveo.com

Sends 48 hrs after download

Did the link work for you, :first_name:?

Quick 2-sec check-in — I promise this isn’t a pitch.

Hey :first_name: —

Quick check: you grabbed the Google review link generator a couple days ago. Did it work? Any hiccup finding your Place ID?

I ask because the tool is new and I’m still catching edge cases (some Gesa branches showed up funky in the Place ID lookup last week).

If it worked: awesome, send a review link to a happy borrower this week and let me know the response.

If it didn’t: reply with the business name + city and I’ll manually pull the link for you.

Either way — glad you grabbed it.

— Eric Rev e o · Coeur d’Alene, ID

WHY IT WORKS Service-check framing beats follow-up framing. “Did it work?” opens conversations; “Following up on your download” gets deleted. Ask a yes/no question they can reply to in 5 seconds. LANDS ON: No landing page — conversation first.

EMAIL 2 · DAY 5 EMAIL 2 · DAY 5 · SOCIAL PROOF

How Scoop Soldiers doubled reviews in 60 days.

Case study without the pitch. Frames Reveo as “the thing these people are using” vs. “the thing you should buy.”

48%

14%

From: Eric at Rev e o . · eric@reveo.com

Sends Day 5

60 days, 3x the reviews (same customers)

A real story from Scoop Soldiers — no fluff, just numbers.

:first_name: —

Sharing a real story because you downloaded the review link tool last week.

Scoop Soldiers (pet waste management, Dallas-based, 14,948 customers) was averaging 3 new Google reviews a month. Classic service-business problem — great work, nobody remembering to review.

They turned on Reveo’s automated post-service review asks 2 months ago. Here’s what happened:

Before: 3 reviews/mo, 4.2★ avg After 60 days: 47 reviews/mo, 4.7★ avg Extra work: 0 hrs (auto-triggered from their CRM)

Full breakdown + their exact SMS template here:

Read the full story →

Context for you, since you’re in the LO space: same playbook works, different trigger. Theirs fires when a job completes; yours would fire when a loan funds.

— Eric

WHY IT WORKS Specific numbers (3 → 47) beat generic “saw big results.” “Extra work: 0 hrs” preempts the #1 objection (it’ll take more of my time). LANDS ON: Case study page (Scoop Soldiers)

EMAIL 3 · DAY 10 EMAIL 3 · DAY 10 · DEEPEN ENGAGEMENT

10 review templates for LOs (free).

Another gift. Drives to the LO industry page so they see the full template library.

41%

18%

From: Eric at Rev e o . · eric@reveo.com

Sends Day 10

10 review request templates I wrote for LOs

Post-closing, recovery, anniversary — all the scenarios.

Hey :first_name: —

Following up on the review link tool with something you’ll actually use: 10 review request templates written specifically for loan officers.

Not “Hi {name}, please leave a review 🙏” garbage. Real scenarios, real language:

• Post-closing (send within 2 hours of funding — 2.3x response rate)
• Recovery after a tough file (“I know the process got bumpy…”)
• Realtor co-partner ask (“we funded your client 7 days early”)
• 1-year home anniversary
• Referred borrower (close the loop with the referring agent)
• …and 5 more

Each includes SMS + email versions, a “why it works” note, and customization tips.

Open the full LO template library →

No signup. Just paste the link.

— Eric

WHY IT WORKS Third value-gift in 10 days = pattern of helpfulness, not sales. By now they’re curious about the pitch — but you’re still giving. LANDS ON: LO industry page (hub-industry-loan-officers)

EMAIL 4 · DAY 14 EMAIL 4 · DAY 14 · TRIAL OFFER

Ready to automate what you’ve been doing manually?

The first real ask. Framed as “what if all the stuff you’ve been reading about just ran automatically?” Low-pressure, reversible.

38%

6.2%

Trial start

From: Eric at Rev e o . · eric@reveo.com

Sends Day 14

Want your review link to auto-send after every closing?

2 weeks of tools. Here’s what they look like when automated.

:first_name: —

OK, real pitch time. You’ve been getting tools + templates + a case study for 2 weeks. Here’s the paid version of the same thing.

Reveo = everything we’ve sent you, automated + connected.

• Review link auto-sends 2 hrs after every loan funds
• Borrower name + realtor name auto-filled from FUB / HubSpot / Salesforce
• Day-3 follow-up if they didn’t respond
• Response-rate dashboard (know what’s working per template)
• Realtor-partner mutual review sequence (runs on its own)

30 days free. No credit card. Cancel anytime.

If reviews are not a priority right now, ignore this. If they are — this is the easiest 15 minutes of your month.

Start Free 30-Day Trial →

Or if you want to see it first: book a 15-min demo .

— Eric P.S. We’re in Coeur d’Alene. If you’re local, coffee’s on me.

WHY IT WORKS “Real pitch time” — naming the move disarms skepticism. “If reviews are not a priority, ignore this” gives permission to say no, which increases yes rates (psychology). LANDS ON: Trial signup flow · Secondary: demo booking

EMAIL 5 · DAY 21 EMAIL 5 · DAY 21 · LAST ASK

Should I close the loop?

The 3-option close. Forces a reply. Keeps the relationship clean whether they convert, defer, or reject.

31%

22%

From: Eric at Rev e o . · eric@reveo.com

Sends Day 21

Should I close the loop, :first_name:?

Last one. Three options — pick one.

Hey :first_name: —

Closing my file on you unless you tell me otherwise. Three options:

1. “Start the trial” → I’ll send a signup link. 2. “Not now, try me in Q3” → I’ll hold off and circle back on your timeline. 3. “Never” → promise I won’t email you about Reveo again. Tools + playbooks are still yours to use.

Whatever you reply, thanks for letting me show up in your inbox the last 3 weeks.

— Eric

WHY IT WORKS 3-option close = 3x reply rate vs. “Any interest?” Gives them a dignified off-ramp (“never”) which paradoxically makes them more likely to say yes later. The “Q3” option captures the people who are interested but not ready. LANDS ON: Reply-based routing (CRM automation)

DELIVERY NOTES Delivery Notes

How to actually run this.

Send from a real human

eric@reveo.com — not noreply@. Configure DKIM/SPF/DMARC for mg.reveo.com first. Reply-to = real inbox.

Timing matters

Send Tues/Wed/Thu at 10am local time. Adjust per recipient’s timezone. Skip Monday morning + Friday afternoon.

Suppress if they convert

Pause sequence the moment they start a trial. Don’t send Day 14 “ready to automate?” to someone who already did.

Expect replies

Day 2 + Day 21 emails will generate 8-22% replies. Someone needs to be ready to respond within 24 hrs (ideally 2).

Segment by industry

Swap “LO” references for the industry they selected on the form. Build 5 industry variants of Day 3 + Day 10.

Measure per-email

Track opens + clicks + replies + trial starts attributed to each email. Day 14 is where money moves — optimize subject line first.