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.
1. Create new Company profile.
2. Create new Contact profile.
3. Add New Action
What you will do:
1. Add the new prospect company to the CRM.
2. Then add the respective contacts along with their job roles.
3.
Once the prospect company & contacts have been created, you will then be able to add your Initial contact Action, to start the Sales Process.
Select Add Company.
* If company already exists & is allocated to another Sales Person contact the Sales Director.
Complete all compulsory fields (*) Select Save
Once the Company Record has been created, the ‘Contacts’ must be added.
Click the Contact Icon on the Company Record (right) OR Select Contacts from the CRM Menu, below.
01206 243243
Customer [Sales Manager]
* If company already exists & is allocated to another Sales Person contact the Sales Director.
Select Add Contact.
Complete all compulsory fields (*) Select Save
deano@bakerhomes.com
000028 - BAKER HOMES
The completed Contact Card will have been added to the CRM Contact database. You are now ready to create your first new Action. - 3733
01206 456745
Buyer [Sales Manager] 07765 462345
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.
Go to the CRM Menu. Select My Actions.
Click on the blue search bar.
Set any filters.
Click the blue Search button.
Your Actions are displayed.
Click on the blue hyperlink or the coloured Date Status button.
The Colour coded Status provides an important prompt of the actions that are due Today or that are Overdue.
You can now start the sales process and track your progress in the Action Diary
Call Prospect to introduce First Response.
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.
Send Introduction Email
Select My Actions from the CRM Menu
Your Action Details are displayed. 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.
Remember to listen more than you speak to understand the prospects needs & any objections.
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 PROSPECT
Once you have selected the Action. Click on the Yellow Action Menu. Select Send Email.
Once you have opened the Action. Click on the Yellow drop down Action Menu. Select Send Email.
Action: PROSPECT S1 INITIAL CONTACT
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).
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.
(C) 00028-Costain Danny Blundell - danny@firstrss.co.uk (Select CRM Contact)
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.
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.
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:
You now need to record that as an Action in the CRM.
If
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
Action: PROSPECT S2 MARKETING ACTIVITY Click on the Yellow Action Menu. Select Follow Up.
Log to Action Inbound Prospect. Press Save.
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 S3 INBOUND PROSPECT Danny Blundell 01/07/2026
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..
VII. Click on the Yellow drop down Action Menu. Select Send Email.
VIII. Select relevant email from the library. Edit and send.
Meeting agreed Meeting not agreed
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.
happy with existing arrangements but will keep us in mind.
Send meeting confirmation
Create the follow up S4 NURTURING CYCLE
Complete Action notes & set follow up date.
21/06/26
CYCLE
Send Nurturing Email - First Click.
Kev D Deano Shaw
Deano
NURTURING
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.
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.
Click on the Yellow drop down Action Menu. Select Send Email.
Once email sent, a pop-up will ask you to create a follow-up. Select Yes. III.
Action: S4 Follow Up 48 Hrs
V.
Create the follow up. PROSPECT S4 MEETING T&C’s. Complete Action notes & set follow up date. Click Save.
Send meeting confirmation
Deano happy with existing arrangements but will keep us in mind.
21/06/26
Create the follow up. S4 NURTURING CYCLE Follow Up 48 Hrs. Complete Action notes & set follow up date.
happy with existing arrangements but will keep us in mind.
S4 NURTURING CYCLE
Send Nurturing email - First Click.
Kev D
Deano Shaw
John Baker
Kev D
Deano Shaw 21/06/26
Deano
John Baker
Listen carefully to identify the prospects needs and/or objections. Discuss solutions & benefits
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.
Meet the Prospect. Click on My Actions on the CRM Menu. Click the blue search bar & filter (or ignore). Press the blue search button. Click on the blue hyperlink or the coloured Date Status button.
Click on the Yellow drop down Action Menu. Select Send Email.
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.
S5 MEETING T&C’S
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. Automated action created for email sent (S5 Meeting Outcome/Update
Deano happy with existing arrangements but will keep us in mind.
Automated action created for email sent S5 Meeting Outcome/UpdateUpdate
Kev D
Deano Shaw 21/06/26
V. Expand the search bar.
Filter or ignore and press the blue search button. Select N - (NURTURING EMAIL) Edit the email and Send.
VI.
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
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.
meeting with prospect. Agreed to complete a credit application form. Kev D
Follow up to check John has everything he needs and is completing the credit form.
21/06/26
Good
Deano Shaw
Deano happy with existing arrangements but will keep us in mind.
John Baker
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.
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
**Brie y recap their needs (List any speci c objections and FRSS solutions / bene ts 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.]
• E cient 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., Simpli ed ordering and tracking through our First Click portal, o ering convenience and real-time updates.]
• Website & Social Values: [e.g., Showcased our commitment to social responsibility, including mental health advocacy and
• Speci c 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
2. First Click Portal: Details on account setup, login credentials, and a demonstration schedule for our First Click Portal
3. Speci c 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 [speci c items/services] by [speci c date].
If everything is in order, we can move forward with [speci c 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.
I. 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.
III.
Click on the yellow Action Menu. Select send Email.
action created on Email sent (N1 A one-stop shop for the
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).
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).
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
Title Description Select Category Show Pricelists Only
sent
Automated
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 nd 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 & o -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 nd 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 & o -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 elds to complete and return to creditcontrol@ rstrss.co.uk
Thank you once again for your interest.
Kind Regards,
Introducing First Response Prospect Follow Up
Thank you for your time during our recent telephone conversation, I would like to introduce First Response Site Services in more
We combine a comprehensive next day Hire Service with a dedicated Site Supplies Service, complemented by our new Welding Division.
Extensive product range
We supply everything from Access to Welding equipment to Signage, PPE & Janitorial products.
Place orders & o -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 nd 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 & o -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 elds to complete and return to creditcontrol@ rstrss.co.uk
Thank you once again for your interest.
Kind Regards,
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 nd 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 & o -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 nd 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 elds to complete and then return to creditcontrol@ rstrss.co.uk
hank you once again for your interest.
Kind Regards,
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 nd 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 & o -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 nd 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 elds to complete and then return to creditcontrol@ rstrss.co.uk
hank you once again for your interest.
Kind Regards,
Subject: S1 Welcome back to First Response.
Subject: Welcome back to First Response.
I have been looking through my records and noticed there has been no activity on your account for some time; and would like to
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
We’ve been busy making changes, having recently launched our new website, introduced a welding division, and created a
We combine a comprehensive Hire Service with a Site Supplies Service business, complemented by our new Welding Division.
Extensive product range
We supply everything from Access to Welding equipment to Janitorial, PPE & Signage products.
Place orders & o -hire 24/7 with First Click..!
With First Click you can access your account from your PC or Smartphone device, 24/7.
To nd 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
▪ O -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 nd the enclosed of interest.
Subject: Exciting Changes
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 nd out more please click on our brochure below.
Save time and money with First Click.
With a First Click account you can hire & o -hire equipment, order site supplies and generate reports from your PC or Smartphone.
No more phone calls or waiting for the o ce to open, you can do everything you need online 24/7.
To nd 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
• O -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 nd 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,
Hi [Receipt Name],
Thank you for taking the time to speak with me today. I appreciate your openness about your previous concerns regarding [speci c objection], and I'm con dent that our solutions will address those e ectively.
As discussed, I’m sending over the updated price list for your site consumables and personal protection equipment, please nd the link below for easy access:
[Report Link]
If you have any further questions or speci c 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,
Hi [Receipt Name],
Subject: Tailored Pricing and Streamlined Consumablles for Your Projects
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 nd full descriptions, speci cations, 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 o ering to your core product needs, we aim to save you both time and money. If there are speci c 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 nd us exible 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-e ective as possible.
Thank you for choosing First Response, we’re committed to supporting your success now and in the future!
Best regards,
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 [speci c objection], and I'm con dent that our solutions will address those e ectively.
As discussed, I’m sending over the updated price list for your tool hire, please nd the link below for easy access:
[Report Link]
If you have any further questions or speci c 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,
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 nd full descriptions, speci cations, 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 o ering to your core product needs, we aim to save you both time and money. If there are speci c 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 nd us exible 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-e ective as possible.
Thank you for choosing First Response—we’re committed to supporting your success now and in the future!
Best regards,
Subject: Trade Credit Account Approved
Dear [Receipt Name]
Welcome to First Response.
I can con rm 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 O ce Eastwood House Glebe Road Chelmsford CM1 1RS
VAT Registration: 758 1827 95
Company Registration: 4443270
24/7 Online Access with First Click
Please con rm if you would like an online account for you and any of your colleagues. Click on the image below to nd out more about First Click:-
Should you have any questions, please do not hesitate to call, or email.
Kind Regards,
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, Subject: Trade Credit Account Declined
S1 Trade Credit Account Declined
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
**Brie y recap their needs (List any speci c objections and FRSS solutions / bene ts 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.]
• E cient 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., Simpli ed ordering and tracking through our First Click portal, o ering convenience and real-time updates.]
• Website & Social Values: [e.g., Showcased our commitment to social responsibility, including mental health advocacy and
• Speci c 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
2. First Click Portal: Details on account setup, login credentials, and a demonstration schedule for our First Click Portal
3. Speci c 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 [speci c items/services] by [speci c date].
If everything is in order, we can move forward with [speci c 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,
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 di erence!
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 nd 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 o er 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 o -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 O ce Team
View invoices, hire reports, and equipment images to resolve queries.
Business Owner or Director
Streamline operations, control costs, allocate spend limits & delegate e ectively.
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
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 nd it.
Tailored Training - for your Role
To help you get the most out of First Click, we o er bespoke training tailored to your role. Learn how to:-
• Place orders, build quotations, and o -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,
Welcome to First Click - Your account is now live!
Subject: A One Stop Shop for the Construction Trade.
I would like to draw your attention to the unique services we provide.
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 o -hire equipment,
To nd 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 & o -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@ rstrss.co.uk
To open a credit account please complete the enclosed credit application form.
To view our website: [Website]
Kind Regards
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 o ce PC, 24/7.
You can Hire and o -hire equipment, order supplies, view POD’s; you can even allocate spending limits, to your buyers or site teams!
To nd 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.
▪ O -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@ rstrss.co.uk or speak to your usual contact here at First Response.
Click to view our website
Kind Regards,
Subject: Quotation Follow Up [Quote no. here] [ quoter co. name here]
Hello, [Receipt Name],
I trust this message nds 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 nalise the quote.
Feel free to reach out if you have any questions or need more information. We're here to ensure you are completely satis ed with our products and services, and we're happy to assist with any speci c needs you may have.
I look forward to hearing from you.
Kind regards,
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 [speci c objection], and I'm con dent that our solutions will address those e ectively.
As discussed, I’m sending over the updated price list for your tool hire, please nd the link below for easy access: [Report Link]
If you have any further questions or speci c 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,
N4 Tool Hire Price List - Introductory 50% Discount
Subject: Site Consumables & PPE
Hi [Receipt Name],
Thank you for taking the time to speak with me today. I appreciate your openness about your previous concerns regarding [speci c objection], and I'm con dent that our solutions will address those e ectively.
As discussed, I’m sending over the updated price list for your site consumables and personal protection equipment, please nd the link below for easy access:
[Report Link]
If you have any further questions or speci c 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,
