a man wearing a hat and gloves

Sales Emails

Topics & Templates 

 Cold Outreach/Use Cases

Version 1

Subject: Are your customers getting the full story?

We've all been there — communication breakdowns, second truck rolls, expensive customer credits …

When your customers miss critical information from the jobsite, you open yourself up to discrepancies, endless questions, and missed revenue.

XOi can help. It's the only jobsite technology that connects your customers to their equipment.

Show your customers the work that needs to be done. Through XOi's photo and video capture, your technicians document their work to give customers transparency and data-backed recommendations.

We've got your back (and CYA.) Schedule a 15 minute call with me to find out how XOi can help you from the jobsite to the back office.


 Cold Outreach/Use Cases

version 2

Subject 1: Do you know the age of your field service equipment?

Subject 2: How old are the HVACs you service?

We do.
[We know.] - answers the second subject option

We're XOi, a jobsite technology that connects technicians to the equipment they service, and we know that the average field service business has 16% of their units approaching end of life. T

hat's just the beginning of the information XOi can help you uncover from [BUSINESS NAME]'s jobsites. Our technology helps you easily identify equipment trends — XOi could be the tool you need to uncover more money-making opportunities on each job.

Schedule a 15 minute call with me. Your customers, techs, and bottom line will thank you.

 Cold Outreach/Use Cases

version 3

Subject: Do you know what your technicians know?

Your technicians have a wealth of industry knowledge kept between their ears.

XOi is the only field service technology that connects the back office to the equipment — ensuring jobsite work is documented and captured in workflows — not kept in a tech's brain or lost from device to device.

Schedule 15 minutes with me and I'll show you how to turn those old school manual processes into simple digital experiences.


 Cold Outreach/Use Cases

version 4

Subject: What can a dataplate do?
Subject 2: Savings Tip: Start taking Dataplate photos

Picture this: your tech is on a job and takes a photo of the dataplate on the equipment they're working on. That photo instantly pulls up crucial information about the equipment like date of last service, bulletins, and equipment age.

XOi can do that.

Instead of wasting time trying to identify a jobsite fix via antiquated or unreliable sources, XOi is field service technology that delivers the answers to you.

Let's talk about giving your technicians more know-how (and more profit) on a jobsite.


General XOi Overview

Subject: XOi Field Service Technology

Subject 2: Get to know XOi

XOi is a powerful jobsite technology designed for the skilled trades. Starting from a simple photo of a dataplate, the XOi app works to streamline a technician's job, provide resources to solve problems, and uncover more sales opportunities on every job.

With XOi, you can say goodbye to:

  • Your fleet of field service apps. XOi seamlessly integrates with the technology you're already using, and even eliminates some of the extra stuff you don't need.
  • The long, clunky troubleshooting process. XOi connects your techs to knowledge base answers in 60 seconds, and virtual support in 5 minutes or less.
  • The jobsite black hole. XOi is the first jobsite technology to actually capture what a technician is doing once they enter the jobsite.
Sounds good, right? Schedule a 15 minute zoom with me and I'll tailor XOi results specifically for [business].

Reconnecting

Subject: Given any thought to XOi?
Subject 2: Give XOi another look.
Subject 3: Field service experts get it. Do you?


When we first introduce tradespeople to XOi, they get it. It's easy to see immediate value as a CYA video capture tool. But, video is just the beginning.

Techs are digging deep and using XOi to isolate the most common problems on any piece of equipment they're sent to work on. By dissecting every word spoken, decoding model numbers, and tracking equipment ages,

XOi opens up an entire world of opportunity, efficiency, automation, and insights for [company name.] Give XOi another look. Schedule 15 minutes to chat.

Recent News/Blogs/Videos / Share Assets

Subject: [Name], have you seen this [content type] about [topic]?


Is [pain point of content] stopping your team from [value prop]?
In XOi's latest [content type] we're discussing [value prop/pain point] and how you can improve [positive outcome] with the aid of technology.

Through my research, I see one big way [company] can boost performance with XOi: [related workflow/feature]

If it makes sense to continue this conversation about [positive outcome,] schedule a 15 minute zoom with me.

Integration 

Subject: How many apps do you need?
Subject 2: When one more app is the last thing you need …

The average technician uses about 9 apps on a job. From scheduling - to dispatch - customer management - taking photos - Google! - billing - the list goes on …

The XOi app is designed to be the only digital tool your techs need on a jobsite. Our platform connects with the world's best field service software for a 360 view of your entire field service organization.

If you're interested, let's work together to discover how you can consolidate and integrate your field service apps through XOi. Schedule a 15 minute zoom with me to save your technicians precious time and energy every day.



Event Follow Up

Subject: [name], it was great to see you at [event]!
Subject 2: 📝 Takeaways from [event]

I'm still buzzing from the incredible [week, days] at [event].

📝My Takeaways: [List 1 -2 takeaways related to the event - something you learned, a takeaway from a speaker, theme of an XOi panel/discussion, etc)

I see one big way [company] can boost performance and [relate to takeaway] with XOi: [XOi benefit]

There's a lot of momentum from [event] and I know that XOi can help you capitalize on all of these great opportunities and ideas. Schedule 15 minutes for a zoom and I'll walk you through some of the things we're working on.

[insert link video clip from XOi panel/speaking engagement if applicable]



Problem/Solution 

Subject: The best way to [overcome problem (eg: reduce second truck rolls)]

It's tough for your business to be at its best when [problem is occurring].

With XOi, the field service technology solution, [product feature] can help your business [benefit] and [overcome problem.]

In fact, XOi helps [industry] businesses [stat related to problem].

I know that XOi can help you overcome [problem]. Schedule 15 minutes for a zoom and I'll walk you through some of the things we're working on.


Customer Testimonial/Case Study

Subject: Techs 💙 XOi
Subject 2: Our customers 💙 us

"XOi is the future ... there's no other explanation than that."

According to [customer] from [company], [short quote about XOi].

[insert link to case study or testimonial video]

Want to see what [company] already knows? Schedule a 15 minute zoom call with me.


Overcome Objection 

Subject: We understand your hesitation.
Subject 2: Let's calculate your XOi ROI.

The #1 reason people are hesitant to sign up for XOi is [reason why most customers/this particular customer won't sign up.]

XOi can be a big investment, but the value your entire business will gain with XOi provides a return of [statistic.]

Schedule a zoom with me, and we can plan out the specific ROI your business will see with XOi.


Paradigm Shift

Subject: When the old way of doing things won't cut it.
Subject 2: Things the best tradespeople know.

Most field service technology solutions fail.

It's a consistency issue — implementation is a long, hard process, the technology is complicated, clunky, it doesn't sync to your existing fleet of apps, and the return on investment is nearly impossible to track.

But, talk to any XOi customer, and they'll tell you that's the old way of doing things. Field service teams that use XOi see [RELEVANT STAT.] XOi is more than just an app, it becomes the digital foundation for your field service business.

Want to see what the best tradespeople already know? Schedule a 15 minute zoom with me.


Book a Meeting/Offer email 

Subject: Don't miss this great opportunity.

When you sign up for XOi, you get more than just an app. You get a tool that becomes the digital foundation of your field service business.

With XOi, the best teams increase efficiency, productivity, and revenue from the field to the back office.

Schedule a meeting with me, and if you sign up within [timeframe] we can offer you [offer.]