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How to Send a Proposal Email

Learn how to log a new shopper case and send a proposal email.

Ashley Jones avatar
Written by Ashley Jones
Updated this week

Key Topics Covered

  • Identifying a price shopper: Caller asking for pricing information

  • Sending the proposal email: "I'd love to send you information - just need your name and email"

  • Creating a shopper case: Logging the inquiry even if not committed yet

  • Following up: What happens after they receive the link

  • Converting shoppers to customers: How the easy online process influences their decision

Video Walkthrough:

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