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.
Non-salesy check-in. Opens the relationship without a pitch. Proves you actually care if the tool worked for them.
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
Reveo · Coeur d'Alene, ID
Case study without the pitch. Frames Reveo as "the thing these people are using" vs. "the thing you should buy."
: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:
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
Another gift. Drives to the LO industry page so they see the full template library.
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:
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
The first real ask. Framed as "what if all the stuff you've been reading about just ran automatically?" Low-pressure, reversible.
: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.
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.
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.
The 3-option close. Forces a reply. Keeps the relationship clean whether they convert, defer, or reject.
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