Issuu

Prospecting is designed to create a strong first

This will ensure you increase your likelyhood of

impression, establish early engagement, and

early engagement. Do they work at night and

move the prospect confidently toward a

would they benefit from our Firsct Click online

meeting and finally the completion of a credit

platform for ordering? What are there personal

application form.

interests, golf & football for example?

Consistency at this stage is critical: it ensures

Nurturing

clean CRM data, professional communication,

The nurturing process is essentially keeping

and a clear understanding of the prospect’s

warm leads from going cold. Don’t give up

needs. This helps you to manage your sales

when the prospect shows a lack of interest, a

pipeline effectively, ensuring that best practice

Prospect is unlikely to buy on the first contact.

is always followed, so you don’t have to waste

This is where you use the nurturing process.

time. Nurturing is everything you do to stay on the Email Library

prospects radar; sending them relevant, useful

The library of emails play an important role in

information, checking in occasionally,

prospecting. These have been created to save

answering questions; so that when they’re

you time. They already include an overview of

ready to buy, you’re the first person they think

First Response and have links to brochures, so

of. In pipeline terms, it’s moving a prospect

you don’t have to waste time searching. These

from “aware of you” to “trusts you enough to

emails can be easily edited, so you can tailor

buy,” it’s a key part of prospecting.

them to your ownn needs. Using the CRM correctly & understanding how Know the Prospect

it helps you is crucial to your success.

Within your prospecting process, it is very important to ensure you identify the best approach based on your knowledge of the prospect and their needs.

CRM Main Menu All prospecting activity takes place within the CRM. Familiarise yourself with the main menu on the left-hand side of the screen as this provides access to all areas you will need, making it easier for you to follow the sales process. The three circled Menu Options are the ones you will be using for most of your sales activities. 1. Email Templates A list of email templates you can search and view. 2. Contact Email Report A list of emails that have been sent. 3. COMPANIES Create & Manage Companies & view Hire/Sales activities. 4. CONTACTS Create and manage individual Prospect Contacts and create actions. 5. MY ACTIONS Essentially your diary. View and manage your daily CRM actions and follow-ups. 6. Sales Mgmt Report View your pipeline KPI data. 7. Quotation View all your live quotations. 8. Hire/Sales Activity Search and view sales activity of chosen companies by using the search filter. 9. Contracts Search and view contracts. 5

What you will do:

1. Create new Company profile.

Add the new prospect company to the CRM.

Then add the respective contacts along with their job roles.

Once the prospect company & contacts have been created, you will then be able to add your Initial contact Action, to start the Sales Process.

2. Create new Contact profile. 3. Add New Action

* If company already exists & is allocated to another Sales Person contact the Sales Director.

II.

Select Add Company. Complete all compulsory fields (*) Select Save

UNIT 7 BIG INDUSTRIAL ESTATE, STRATFORD ST MARY, ESSEX CO7 1BE

N/A

01206 243243

Customer

[Sales Manager]

Once the Company Record has been created, the ‘Contacts’ must be added.

UNIT 7 BIG INDUSTRIAL ESTATE, STRATFORD ST MARY, ESSEX CO7 1BE

Click the Contact Icon on the Company Record (right)

N/A

01206 243243

Customer

[Sales Manager]

Select Contacts from the CRM Menu, below.

II.

Select Add Contact. Complete all compulsory fields (*) Select Save

* If company already exists & is allocated to another Sales Person contact the Sales Director.

The completed Contact Card will have been added to the - 3733

CRM Contact database. You are now ready to create

deano@bakerhomes.com

your first new Action.

000028 - BAKER HOMES

01206 456745

07765 462345

Buyer

[Sales Manager]

- 3733 deano@bakerhomes.com

000028 - BAKER HOMES

01206 456745

07765 462345

Buyer

[Sales Manager]

The Create Actions screen will appear. Select Action Type Initial Contact. Update ‘Action by’ & set the ‘Action Date’ (your target completion date) Add ‘Action Notes’. Save to the Action Diary (My Actions).

PROSPECT S1 INITIAL CONTACT SCRIPT PROSPECT S2 MARKETING ACTIVITY PROSPECT S3 INBOUND PROSPECT PROSPECT S4 FOLLOW UP SCRIPT 48HRS PROSPECT S4 NURTURING CYCLE PROSPECT S4 MEETING CONFIRMATION EMAIL

Once saved, your actions can be found under the

My Actions tab on the CRM Menu. (see opposite page).

My Actions is your Daily Diary. It helps you to manage your Prospect Pipeline & Customer Relationships to position yourself for the next stage of the CRM sales process.

IV.

Go to the CRM Menu. Select My Actions.

Click on the blue search bar. Set any filters.

The Colour coded Status

Click the blue Search button.

provides an important prompt

Your Actions are displayed. Click on the blue hyperlink or the coloured Date Status button.

Today or that are Overdue.

of the actions that are due

PROSPECT S1 INITIAL CONTACT

PROSPECT INITIAL CONTACT

You can now start the sales process and track your progress in the Action Diary

In the first instance you will call the prospect to introduce First Response and the products & services we offer. If after several attempts you are unable to contact them, send the email introducing First response, making sure in both instances to create appropriate follow-up action.

Call Prospect to introduce First Response.

Remember to listen more than you speak to understand the prospects needs & any objections.

II.

Send Introduction Email Select My Actions from the CRM Menu

III.

Click on the blue search bar to search for Open Actions. Set any filters, to display by Company or Contact Press the blue Search button. Your Action Details are displayed.

IV.

Open the required action from the results of the search either by clicking on the blue hyperlink or the coloured status button.

PROSPECT S1 INITIAL CONTACT

Once you have selected the Action. Click on the Yellow Action Menu. Select Send Email.

PROSPECT INITIAL CONTACT

Once you have opened the Action. Click on the Yellow drop down Action Menu. Select Send Email.

Action: PROSPECT S1 INITIAL CONTACT

VI.

Click on the search bar. Select any filters (or ignore). Press Search to display the email template library. Click on the green envelope to select the introduction email you wish to send. (Note: The emails contained in our library can be viewed on page 43 in this user guide).

Title

Description

Select category

Show Pricelist Only

VII.

The email will open. Check CRM Contact and add CC Contact if required. Edit the email and personalise it. Add any relevant context from your conversation. Press Send.

Danny Blundell - danny@firstrss.co.uk

(Select CRM Contact)

Hi Jason. Thank you for taking the timr during our recent telephone conversation, I would now like to introduce First Response in more detail. A One Stop Shop for the Construction trade. We combine a comprehensive next day TOOL HIRE SERVICE with a dediicated SITE SUPPLIES business. To find out more please click our company brochure below.

Take care when editing templates - do not accidently remove the links by deleting the brochure image(s) or any of the hi-lighted text with hyperlinks.

VIII.

Once email sent, a pop-up will ask you to create a follow-up. Select Yes. The follow up screen will appear.

TIP: To send multiple emails before creating a Follow Up, you should select No. Select Actions from the CRM Menu, click on Action and send further emails. After your final email, select yes on the auto pop-up to create your follow-up action.

IX.

Select the Action Type from the drop down menu. Complete ‘Action by’ & set the Action Date for your follow-up action Complete Action Notes. Press Save.

What you will do: The prospect responds to your marketing email or previous telephone conversation.

Thank the prospect for responding to your marketing email

You now need to record that as an Action in the CRM.

If meeting not agreed:

If meeting agreed:

II.

Go to Contacts on the CRM Menu

Find the Prospect Contact Card. Select the Open Actions icon. If there is no Open Action, create a new action by selecting the blue cross icon.

- 3733 john.baker@bakerhomes.com

000028 - BAKER HOMES

01206 456745

07765 462345

Buyer

[Sales Manager]

By selecting Open Actions from the Contact Card it locks in the Contact information. Press the blue search button.

INBOUND PROSPECT

1487

INBOUND PROSPECT

III.

Open the required action from the results of the search either by clicking on the blue hyperlink or the coloured status button. PROSPECT S2 MARKETING ACTIVITY

S2 Marketing Activity

IV.

Click on the Yellow Action Menu. Select Follow Up.

Action: PROSPECT S2 MARKETING ACTIVITY

Log to Action Inbound Prospect. Press Save.

S3 INBOUND PROSPECT

Danny Blundell

01/07/2026

PROSPECT S1 INITIAL CONTACT SCRIPT PROSPECT S2 MARKETING ACTIVITY PROSPECT S3 INBOUND PROSPECT PROSPECT S4 FOLLOW UP SCRIPT 48HRS PROSPECT S4 NURTURING CYCLE PROSPECT S4 MEETING CONFIRMATION EMAIL

Prospect has requested a meeting

VI.

Go to My Actions in the CRM Menu Click on the blue search bar. Press the blue Search button. Your Action Details are displayed. Open the Action by clicking on the blue hyperlink or the coloured status button..

PROSPECT S3 INBOUND PROSPECT

VII.

Click on the Yellow drop down Action Menu. Select Send Email. Action: PROSPECT S3 INBOUND PROSPECT

Automatic Action created on email sent

VIII.

Email sent

Select relevant email from the library. Edit and send.

Meeting agreed Meeting not agreed 22

IX.

Once email sent, a pop-up will ask you to create a follow-up. Select Yes. The follow up screen will appear

Create the follow up PROSPECT S4 MEETING T&C’s Complete Action notes & set follow up date.

Deano happy with existing arrangements but will keep us in mind.

Kev D

Deano Shaw

21/06/26

Send meeting confirmation

Create the follow up S4 NURTURING CYCLE Complete Action notes & set follow up date.

NURTURING CYCLE

Send Nurturing Email - First Click.

Create action based on the result of your call, as below. Select action as 1. Follow up or 2. Send email. If meeting agreed, log to action P S4 ‘Send meeting email’. Update outcome action notes and set follow up

1. Call Prospect to check they have received your Introduction email.

CRM ACTIONS If meeting agreed

If meeting not agreed

What you will do: The prospect has not responded to your email or previous telephone conversation, so your 48 Hour follow up Action reminder has appeared. From your Actions Diary select 48 Hour Follow Up and call the prospect to progress through the next steps.

Open the Actions Diary. Select the Follow Up Action. Click on the blue hyperlink or the coloured Date Status button. Check any previous notes recorded.

II.

Call the Prospect to check if they have received the introduction email. Discuss our products & services.

Remember your aim here is to arrange a meeting. If a meeting cannot be achieved, then you will move the Prospect onto the nurturing cycle.

III.

Click on the Yellow drop down Action Menu. Select Send Email.

Action: S4 Follow Up 48 Hrs

IV.

Once email sent, a pop-up will ask you to create a follow-up. Select Yes.

Create the follow up. PROSPECT S4 MEETING T&C’s. Complete Action notes & set follow up date. Click Save.

Deano happyconfirmation with existing arrangements Send meeting but will keep us in mind.

Kev D

VIII.

John Baker Deano Shaw

21/06/26

Create the follow up. S4 NURTURING CYCLE Follow Up 48 Hrs. Complete Action notes & set follow up date.

Deano happy with existing arrangements but will keep us in mind.

S4 NURTURING CYCLE

Send Nurturing email - First Click.

Kev D

DeanoBaker Shaw John

21/06/26

Listen carefully to identify the prospects needs and/or objections. Discuss solutions & benefits that other customers find helpful in managing their procurement process.

CRM ACTIONS 1. Meet the Prospect. 2. Send S5 MEEETING UPDATE OUTCOME EMAIL. 3. Log Action Follow Up 48 Hrs. Or 4. Continue with Nurturing Cycle.

II.

Find the Prospect Contact Card. Select the blue Actions cross.

- 3733

Meet the Prospect. john.baker@bakerhomes.com Click on My Actions on the CRM Menu. 000028 - BAKER HOMES Click the blue search bar & filter (or ignore). 01206 456745 Press the blue search button. Buyer Click on the blue hyperlink or the coloured Date Status button.

PROSPECT S5 MEETING T&C’s

07765 462345 [Sales Manager]

II.

Click on the Yellow drop down Action Menu. Select Send Email.

S5 MEETING T&C’S

Add notes.

Expand the search bar. Filter or ignore and press the blue search button. Select S5 MEETING UPDATE/OUTCOME EMAIL. Edit the email - list objections/solutions/benefits & send.

S5 MEETING UPDATE/OUTCOME FOLLOW UP EMAIL FROM PRE-MEETING CALL S5 TRADE CREDIT APPLICATION - APPROVED S5 TRADE CREDIT APPLICATION - DECLINED N2 FIRST CLICK - MANAGE YOUR ACCOUNT

S5 MEETING UPDATE/OUTCOME EMAIL This email has been designed to help you handle objections and present solutions & benefits of using First Response. This can be viewed on page 37.

III.

Follow Up. Once email sent, a pop-up will ask you to create a follow-up. Select Yes.

The follow up screen will appear Create the follow up PROSPECT S4 FOLLOW UP 48 HRS Complete Action notes & set follow up date.

Deano happy with existing arrangements but will

Automated action created for email keep us in mind. sent (S5 Meeting Outcome/Update

S5 MEETING UPDATE/OUTCOME

Kev D

Deano Shaw

Automated action created for email sent S5 Meeting Outcome/UpdateUpdate

IV.

OR Continue Nurturing Cycle. Click on yellow Action drop down Menu. Select send Email.

Email sent Automated action created on Email sent (N1 A one-stop shop for the construction trade). Automated action created on Email sent (S5 Meeting Update Outcome Tool Hire Site Consumables and First Click Portal) Automated action created on Email sent (S4 Meeting Confirmation) Automated action created on Email sent (S2 Introducing First Response Welding Division - Prospect follow up Telephone).

21/06/26

Expand the search bar. Filter or ignore and press the blue search button. Select N - (NURTURING EMAIL) Edit the email and Send.

N1 A ONE-STOP SHOP FOR THE CONSTRUCTION TRADE N2 FIRST CLICK - MANAGE YOUR ACCOUNT 24/7 N3 QUOTATION FOLLOW UP N4 TOOL HIRE PRICE LIST 50% INTRODUCTORY DISCOUNT N5 SITE CONSUMABLES PRICE LIST - INTRODUCTORY DISCOUNT

VI.

Once email sent, a pop-up will ask you to create a follow-up. Select Yes. The follow up screen will appear Create the follow up PROSPECT S4 FOLLOW UP NURTURING CYCLE. Complete Action notes & set follow up date.

Deano happy with existing arrangements but will keep us in mind.

PROSPECT S4 prospect. FOLLOW UP NURTURING Good meeting with Agreed toCYCLE complete a credit application form.

Kev D

DeanoBaker Shaw John

21/06/26

Follow up to check John has everything he needs and is completing the credit form.

S5 MEETING UPDATE/OUTCOME EMAIL This email has been designed to help you handle objections and present solutions & benefits of using First Response.

S5 MEETING UPDATE/OUTCOME EMAIL The red text has been created as prompts. Edit the email as appropriate before sending, making sure not to send any tred text to the Prospect.

S1Meeting Update Outcome - Tool Hire Site Supplies, Consumables First Click

Subject:

Meeting Update

Dear [Receipt Name], Thank you for taking the time to meet with me on [day/date] to discuss your requirements for tool hire and site supplies. It was a pleasure learning more about your needs and exploring how we can support your projects. I wanted to follow up with a summary of what we discussed ensure I’ve captured everything accurately **Briefly recap their needs (List any specific objections and FRSS solutions / benefits to customer you may have discussed in meeting or previous communications) ** • Special Nett Rates: [e.g., Tailored pricing for tool hire and site supplies based on core product requirements.] • Efficient Ordering Process: [e.g., Coordinated delivery of tool hire and site supplies on the same vehicle to reduce lead times and costs.] • Online Portal: [e.g., Simplified ordering and tracking through our First Click portal, offering convenience and real-time updates.] • Website & Social Values: [e.g., Showcased our commitment to social responsibility, including mental health advocacy and sustainability efforts.] • Specific Objections and Solutions: [List any objections raised during the meeting and how FRSS addresses these concerns.] I’d like to propose the following actions, which I hope to align with your expectations: 1. Discounted Rates: Enclosed are copies of the discounted rates for both Tool Hire and Site Consumables, including the agreed-upon core products. 2. First Click Portal: Details on account setup, login credentials, and a demonstration schedule for our First Click Portal 3. Specific Quotes: Attached are quotes for your upcoming projects to facilitate immediate decision-making. Please click on the link below to explore our full range of products and services for further insights

I will be sending a detailed proposal for [specific items/services] by [specific date]. If everything is in order, we can move forward with [specific product/service] at your convenience. Should you have any further questions or require additional details, please don’t hesitate to reach out. We are fully committed to providing solutions that ensure your project’s success. Looking forward to your feedback and next steps! Best regards,

What you will do: Engage promptly with the prospect when their credit application has been approved and move them swiftly onto Sales Stage 2 Cross Selling. If a Credit Application has been refused, notify the prospect and log to CRM notes and close Action.

Select My Actions from the CRM Menu. Open the Actions Diary. Select the Follow Up Action. Click on the blue hyperlink or the coloured Date Status button. Check any previous notes.

Action: PROSPECT 24 FOLLOW UP 48 HRS

II.

Click on the yellow Action Menu. Select send Email.

III.

Expand the search bar. Filter or ignore and press the blue search button. Select PROSPECT S6 ACCOUNT SUCCESSFUL - Edit email with account number & credit limit. (Proceed to Sales Stage 2 Cross Selling). OR Select PROSPECT S6 ACCOUNT DECLINED EMAIL (Add notes and close action).

Title Description Select Category Show Pricelists Only

PROSPECT S6 ACCOUNT SUCCESSFUL EMAIL PROSPECT S6 ACCOUNT DECLINED EMAIL N3 QUOTATION FOLLOW UP N4 TOOL HIRE PRICE LIST 50% INTRODUCTORY DISCOUNT N5 SITE CONSUMABLES PRICE LIST - INTRODUCTORY DISCOUNT

Introducing First Response

Hi [Receipt Name] My name is [Sender Name] and I would like to thank you in advance for taking the time to allow me to introduce myself and First Response Site Services.

One Stop Shop for the construction industry. We combine a comprehensive next day Hire Service with a dedicated Site Supplies Service, complemented by our new Welding Division. To find out more please click on our company brochure below.

Extensive product range We supply everything from Access to Welding equipment to Signage, PPE & Janitorial products. Place orders & off-hire 24/7…!! Our website includes a powerful online facility called First Click. With a First Click account you can manage your account from your PC or Smartphone device 24/7. To find out more, please click on our First Click brochure below.

Key service features: ▪ Same or next day hire ▪ Comprehensive site supplies range. ▪ Combine hire & sales deliveries. ▪ Place orders & off-hire online 24/7. ▪ Set spending limits for site teams. ▪ FORS Silver, RISQS, HAE, SSIP, ISO accredited service. ▪ Competitive prices – we will beat most hire prices. To view our website: [Website] To apply for a Trade Account please download the enclosed Credit Application Form. Once downloaded, simply tab through the fields to complete and return to creditcontrol@firstrss.co.uk Thank you once again for your interest. Kind Regards,

Introducing First Response Prospect Follow Up

Hi [Receipt Name] Thank you for your time during our recent telephone conversation, I would like to introduce First Response Site Services in more detail.

Introducing First Response Welding

Subject:

Introducing First Response Welding Division.

Hi [Receipt Name] My name is [Sender Name] and I would like to thank you in advance for taking the time to allow me to introduce myself and First Response Site Services. A one Stop Shop for the welding customer. Our welding division provides a comprehensive service next day Welding Hire & Consumables service. We also provide MCT testing, LEV safety tests, calibration and welding equipment servicing and repairs. To find out more please click on our Welding Brochure below:

To share this document with a colleague, please click on the share icon displayed on the bottom right-hand side of the brochure. Extensive product range Our Site Supplies Service operates nationwide and stocks a complete selection of essential items, from PPE and safety equipment to janitorial products, canteen supplies, and signage. Place orders & off-hire 24/7…!! Our website includes a powerful online facility called First Click. With First Click you can manage your account from your PC or Smartphone device 24/7. To find out more, please click on our First Click brochure below:

Key service features: ▪ Same or next day hire of welding equipment. ▪ Comprehensive welding consumables range. ▪ Nationwide site supplies service. ▪ MCT testing, calibrations and servicing. ▪ Convenient 24/7 online platform. ▪ FORS Silver, RISQS, HAE, SSIP, ISO accredited service. ▪ Competitive prices – we will beat most hire prices. To view our website: [Website] To apply for a Trade Account please click here to download the Credit Application Form. Once downloaded, simply tab through the fields to complete and then return to creditcontrol@firstrss.co.uk hank you once again for your interest. Kind Regards,

Introducing First Response Welding - Prsopect Follow Up

Hi [Receipt Name] Thank you for your time during our recent telephone conversation, I would like to introduce First Response Site Services in more detail. A one Stop Shop for the welding customer. Our welding division provides a comprehensive service next day Welding Hire & Consumables service. We also provide MCT testing, LEV safety tests, calibration and welding equipment servicing and repairs. To find out more please click on our Welding Brochure below:

Subject:

S1 Welcome back to First Response.

Welcome back to First Response.

Hi [Receipt Name] I have been looking through my records and noticed there has been no activity on your account for some time; and would like to check if something went wrong? If it did, we hope you will allow us to address your concerns. More to the point, we would like to welcome you back with an additional 10% discount on your next hire order. We’ve been busy making changes, having recently launched our new website, introduced a welding division, and created a Powerful online system called First Click. We combine a comprehensive Hire Service with a Site Supplies Service business, complemented by our new Welding Division. To find out more please click on our company brochure below.

Extensive product range We supply everything from Access to Welding equipment to Janitorial, PPE & Signage products. Place orders & off-hire 24/7 with First Click..! With First Click you can access your account from your PC or Smartphone device, 24/7. To find out more, please click on our First Click brochure below.

First Response service features: ▪ Same or next day hire ▪ Comprehensive site supplies range ▪ Construction Signs ▪ New welding division ▪ Combine hire & sales deliveries ▪ Manage your order process online 24/7 ▪ Off-hire equipment with a few clicks ▪ View Pod’s & collection notes ▪ FORS Silver, RISQS, HAE, SSIP, ISO accredited service.

To view our website: [Website] We hope you find the enclosed of interest.

S1 Exciting Changes

Subject:

Exciting Changes

Hi [Receipt Name] Thank you for your business, we would just like to let you know it is much appreciated. We also wanted to inform you about some exciting developments for our customers. We have recently launched a new website, introduced a Welding Division and created a Powerful online system called First Click. A one-stop shop for the construction business. By combining a comprehensive next day Hire Service with a dedicated Site Supplies business, you can order consumables & supplies at the same time as hiring equipment; with delivery to site on the same vehicle. To find out more please click on our brochure below.

Save time and money with First Click. With a First Click account you can hire & off-hire equipment, order site supplies and generate reports from your PC or Smartphone. No more phone calls or waiting for the office to open, you can do everything you need online 24/7. To find out more about how First Click can help your business, please click on the brochure below.

First Response service features: • Same or next day hire • Comprehensive site supplies range • Construction Signs • New welding division • Combine hire & sales deliveries • Manage your order process online 24/7 • Off-hire equipment with a few clicks • View Pod’s & collection notes • FORS Silver, RISQS, HAE, SSIP, ISO accredited service. To view our website: [Website] We hope you find the enclosed of interest. To open a First Click account or if there is anything else we can help you with, please get in touch. Kind Regards,

S1 S2 Follow Up Email from Pre-Meeting Call - Consumables Price List

Hi [Receipt Name], Thank you for taking the time to speak with me today. I appreciate your openness about your previous concerns regarding [specific objection], and I'm confident that our solutions will address those effectively. As discussed, I’m sending over the updated price list for your site consumables and personal protection equipment, please find the link below for easy access: [Report Link] If you have any further questions or specific topics you'd like to cover in our upcoming meeting on [date/time], please don’t hesitate to reach out. I’m here to help! Looking forward to our conversation. Best regards,

S2 Confirmation of Discount & Site Consumable Prices

Subject:

Tailored Pricing and Streamlined Consumablles for Your Projects

Hi [Receipt Name], Following our discussion, we’ve applied an exclusive opening discount to your Site Consumables account. To make your experience seamless, I’ve also included your personalised Site Consumables prices. You can save or print them for future reference by clicking the link below: [Report Link] To make it easier for you and your procurement team, interactive item codes in blue will take you directly to detailed product pages on our website. There, you’ll find full descriptions, specifications, and images to help you make informed decisions. At First Response, we focus on what matters most to you: competitive pricing, reliable service, and simplicity. By tailoring our offering to your core product needs, we aim to save you both time and money. If there are specific tools or supplies you’d like to discuss, I’d be happy to assist and ensure you get the best solutions for your projects. For added convenience, we can deliver Tool Hire alongside our Site Supplies and Welding Hire & Sales orders, wherever possible, on the same vehicle. This streamlines your operations, reduces delivery costs, and minimises disruptions on-site. As your needs evolve, you’ll find us flexible and proactive. If there are additional items you'd like priced or a customised list for an upcoming project would be helpful, please let me know. We’re here to make your procurement process as smooth and cost-effective as possible. Thank you for choosing First Response, we’re committed to supporting your success now and in the future! Best regards,

S1 S2 Follow Up Email from Pre-Meeting Call - Price List Tool Hire

Subject:

Tool Hire Price list

Hi [Receipt Name], Thank you for taking the time to speak with me today. I appreciate your openness about your previous concerns regarding [specific objection], and I'm confident that our solutions will address those effectively. As discussed, I’m sending over the updated price list for your tool hire, please find the link below for easy access: [Report Link] If you have any further questions or specific topics you'd like to cover in our upcoming meeting on [date/time], please don’t hesitate to reach out. I’m here to help! Looking forward to our conversation. Best regards,

S2 Confirmation of Discount & Tool Hire Prices

Subject:

Tailored Pricing and Streamlined Tool Hire for Your Projects

Hi [Receipt Name], Following our discussion, we’ve applied an exclusive opening discount to your tool hire account. To make your experience seamless, I’ve also included your personalised hire equipment prices. You can save or print them for future reference by clicking the link below: [Report Link] To make it easier for you and your procurement team, interactive item codes in blue will take you directly to detailed product pages on our website. There, you’ll find full descriptions, specifications, and images to help you make informed decisions. At First Response, we focus on what matters most to you: competitive pricing, reliable service, and simplicity. By tailoring our offering to your core product needs, we aim to save you both time and money. If there are specific tools or supplies you’d like to discuss, I’d be happy to assist and ensure you get the best solutions for your projects. For added convenience, we can deliver Tool Hire alongside our Site Supplies and Welding Hire & Sales orders wherever possible, on the same vehicle. This streamlines your operations, reduces delivery costs, and minimises disruptions on-site. As your needs evolve, you’ll find us flexible and proactive. If there are additional items you'd like priced or a customised list for an upcoming project would be helpful, please let me know. We’re here to make your procurement process as smooth and cost-effective as possible. Thank you for choosing First Response—we’re committed to supporting your success now and in the future! Best regards,

S1 Trade Credit Account Approved

Subject:

Trade Credit Account Approved

Dear [Receipt Name] Welcome to First Response. I can confirm your application for a trade account has been approved, the details of which are below: Account No: Credit Limit: Credit Terms: 30 days You can now place orders for equipment, site supplies and signage. Our bank details Account Name: First Response Site Services Ltd Account Number: 22199837 Sort Code: 60-05-13 Credit Controller: Justine Walford NatWest Bank Chelmsford Commercial Office Eastwood House Glebe Road Chelmsford CM1 1RS VAT Registration: 758 1827 95 Company Registration: 4443270 24/7 Online Access with First Click Please confirm if you would like an online account for you and any of your colleagues. Click on the image below to find out more about First Click:-

Should you have any questions, please do not hesitate to call, or email. Kind Regards,

S1 Trade Credit Account Declined

Subject:

Trade Credit Account Declined

Dear [Receipt Name] Thank you for your recent application for a trade credit account. Unfortunately, you have not met our criteria and we have to reluctantly decline your application. We would be happy to move forward by opening a cash account, with a view to building some trading history. Kind Regards,

S1Meeting Update Outcome - Tool Hire Site Supplies, Consumables First Click

Subject:

Meeting Update

S2 Customer Satisfaction Survey

Subject:

Customer Survey

Hi [Receipt Name] Thank you for choosing First Response, we truly value your business. To help us to keep improving, we’d appreciate it if you would take a moment to complete our short customer Survey. It’s quick, easy and only takes a couple of minutes. Your feedback helps us understand what we’re doing well, what matters most to you and where we can improve. Our success depends on your satisfaction. That’s why your input is so important to us. Even a quick note to say we’re doing a great job makes a big difference! Click here to open the survey Or scan the QR Code below:

Thank you from the First Response Team. Kind Regards

S2 Welcome to First Click - Tailored Training just for you...!

Subject:

Welcome to First Click - Tailored Training just for you...!

Hi [Receipt Name], Welcome to First Click the 24/7 online platform from First Response! Your account is now ready to go. You should have received your login details in a separate email. If you haven’t seen that yet, please check your inbox or spam folder. Still can’t find it? Just get in touch and we’ll sort it out. Tailored Training - Just for You To help you get the most out of First Click, we offer tailored guidance based on how you use the system. Here are some examples: Storeman Manage orders, PODs, and deliveries. General Foreman Track orders and view hire reports. Site Manager Oversee deliveries, place orders, and off-hire equipment. Procurement or Buying Team Place orders, build quotations and track orders. Quantity Surveyor Project contract costs accurately and stay on budget by controlling site spending. Back Office Team View invoices, hire reports, and equipment images to resolve queries. Business Owner or Director Streamline operations, control costs, allocate spend limits & delegate effectively. Step-by-Step User Guides Our easy-to-follow user guides include helpful screenshots and cover all the basics

Need a walkthrough? Just reply to this email or give us a quick call and we’ll arrange a session that suits you. Kind Regards,

S2 Welcome to First Click - Your account is now live!

Subject:

Welcome to First Click - Your account is now live...!

Hi [Receipt Name], Welcome to First Click the 24/7 online platform from First Response! You should have received your login details in a separate email. Your account is now ready to use. If you haven’t seen that yet, please check your inbox or spam folder and get in touch with us if you can’t seem to find it. Tailored Training - for your Role To help you get the most out of First Click, we offer bespoke training tailored to your role. Learn how to:• Place orders, build quotations, and off-hire equipment. • Record projected costs accurately for each job/contract. • View your special net prices. • Link hire and supply orders by contract or job number. • Send automatic delivery/collection updates and PODs to site. Resolve invoice queries quickly by viewing PODs, images or the audit trail. • Set permission-based requisition systems or allocate spending limits. • Streamline your entire procurement process to save time and money. 2.Explore our User Guides! These step-by-step guides cover common tasks and questions and include useful screenshots to follow.

Need a walkthrough? Just reply to this email or give us a quick call and we’ll arrange a session that suits you. Once again, welcome to First Click. Kind Regards,

N1 A One Stop Shop for the construction trade

Subject:

A One Stop Shop for the Construction Trade.

Hi [Receipiant Name],

I would like to draw your attention to the unique services we provide. We are a one-stop shop for the construction trade. You can hire all your tools and equipment at the same time as buying your site supplies. Everything from everyday consumables to PPE and Janitorial supplies, all delivered on the same vehicle. Our unique online system, First Click, provides 24/7 access to your account. You can place orders and off-hire equipment, quickly and easily from your PC or smartphone device. To find out more please view our company brochure by clicking below.

Key Features:• Same or next day hire • Comprehensive site supplies range. • Combine hire & sales deliveries. • Place orders & off-hire online 24/7. • Set spending limits for site teams. • FORS Silver, RISQS, HAE, SSIP, ISO accredited service. • Competitive prices – we will beat most hire prices.

If you would like further information please email: enquiries@firstrss.co.uk To open a credit account please complete the enclosed credit application form. To view our website: [Website]

Kind Regards

N2 First Click - Manage your account 24/7

Subject:

First Click - Manage your account 24/7.

I would like to draw your attention to our online system First Click. First Click is designed to save you time and money. With a First Click account you can manage your First Response account from your smartphone or office PC, 24/7. You can Hire and off-hire equipment, order supplies, view POD’s; you can even allocate spending limits, to your buyers or site teams! To find out more please view our First Click brochure by clicking below.

First Click Key Features:▪24/7 access via your PC or Smartphone device. ▪Hire equipment & order supplies. ▪Off-hire unwanted equipment. ▪Extend hire periods. ▪Link orders by contract or job number. ▪View delivery/collection notes. ▪Create quotations. ▪Save favourite items. ▪Set spending limits for buyers or site teams. ▪View an audit trail of your entire order activity. ▪Download reports in CSV/Excel format. ….and more To request a First Click account please email: enquiries@firstrss.co.uk or speak to your usual contact here at First Response. Click to view our website Kind Regards,

N3 Quotation Follow Up

Subject:

Quotation Follow Up [Quote no. here]

[ quoter co. name here]

Hello, [Receipt Name], I trust this message finds you well. I wanted to follow up on the quotation I sent last week, which is attached for your convenience. As we work to provide the best service possible, I’d like to check in and see if you're ready to proceed with an order or if there’s any additional information you need to finalise the quote. Feel free to reach out if you have any questions or need more information. We're here to ensure you are completely satisfied with our products and services, and we're happy to assist with any specific needs you may have. I look forward to hearing from you. Kind regards,

N4 Tool Hire Price List - Introductory 50% Discount

Subject:

Tool Hire Price List - 50% Disocunt

Hi [Receipt Name], Thank you for taking the time to speak with me today. I appreciate your openness about your previous concerns regarding [specific objection], and I'm confident that our solutions will address those effectively. As discussed, I’m sending over the updated price list for your tool hire, please find the link below for easy access: [Report Link] If you have any further questions or specific topics you'd like to cover in our upcoming meeting on [date/time], please don’t hesitate to reach out. I’m here to help! Looking forward to our conversation. Best regards,

N5 Site Consumables Price list Introductory Discount Price List

Subject:

Site Consumables & PPE