LeadLex
Templates · Email sequence · IP firms

Invite IP clients to an annual portfolio review

Three emails inviting existing clients, the last one a no meeting fallback to a portfolio review. The review is an hour on upcoming renewals, open oppositions and next year's filing plans. It is useful to the client on its own terms, and it is where cross-selling in an IP firm usually starts.

For
Patent and trade mark attorneys with existing clients
You need
A connected mailbox. Campaigns is a beta feature.
Last checked

The template

Copy the whole thing, or one piece at a time.

  1. Day 0
    Email 1

    Your [year] portfolio review

    Hi {{first_name}},

As we plan [year], I would like to offer a portfolio review for {{company}}: one hour on upcoming renewals, open oppositions and where you plan to file next, so that nothing lapses unnoticed and the budget has no surprises.

Would [two dates] work for you or your team?

Best regards,
{{sender_name}}
  2. Day 10
    Email 2, wait 10 days

    Portfolio review dates for [month]

    Hi {{first_name}},

Following up on the portfolio review. If it is easier, send me the renewals you know are due before [date] and I will build the session around those.

Best regards,
{{sender_name}}
  3. Day 24
    Email 3, wait 14 days

    Renewals due before [date]

    Hi {{first_name}},

I will list the renewals and oppositions due at {{company}} before [date] and send them over by [day], so you can see them without a meeting.

Best regards,
{{sender_name}}

Merge fields used

{{first_name}}
The contact's first name. If it is missing, the email says "there".
{{sender_name}}
Your name, as the person sending.
{{company}}
The client's company name. If it is missing, the email says "your company".
Whole sequence
Campaign: Portfolio reviews [year]

Email 1, wait before sending: 0 days
Subject: Your [year] portfolio review

Hi {{first_name}},

As we plan [year], I would like to offer a portfolio review for {{company}}: one hour on upcoming renewals, open oppositions and where you plan to file next, so that nothing lapses unnoticed and the budget has no surprises.

Would [two dates] work for you or your team?

Best regards,
{{sender_name}}

Email 2, wait before sending: 10 days
Subject: Portfolio review dates for [month]

Hi {{first_name}},

Following up on the portfolio review. If it is easier, send me the renewals you know are due before [date] and I will build the session around those.

Best regards,
{{sender_name}}

Email 3, wait before sending: 14 days
Subject: Renewals due before [date]

Hi {{first_name}},

I will list the renewals and oppositions due at {{company}} before [date] and send them over by [day], so you can see them without a meeting.

Best regards,
{{sender_name}}

Set it up by hand

A short copy and paste job in the app.

  1. Put the clients on a list first. In Network, open the filters, set Client status to Active client, and add the people to a list. Contacts with no client status set will not appear, so check the result.
  2. Open Campaigns and choose New Campaign. Campaigns is marked Beta in the sidebar.
  3. Choose Start from scratch. LeadLex creates a draft campaign.
  4. Create one email step per email below, using Add step for each new one. Paste the subject into Subject line and the text into the body, and set Wait before sending to the number of days shown.
  5. Replace every word in square brackets with your own detail. Leave the merge fields in double braces as they are; they fill in per contact.
  6. Add the contacts from your list. On the list, select the contacts, choose Email, then pick your campaign in Add Contacts to Campaign.
  7. Read each email once more, then choose Start Sending. Emails go out from your connected mailbox, and anyone who replies leaves the sequence.

LeadLex does not import templates yet, so you copy this one in yourself. Nothing here changes your workspace until you do.

Questions

About this template.

  • Clients with live rights or matters, addressed to the person who owns the portfolio on their side, usually the head of IP or the general counsel. Send it from the partner who holds the relationship.

  • Yes. A real reply from the contact ends the sequence for them, so a client who answers the first email does not get the second. Automatic out-of-office messages do not.

  • Not yet. Copy each email from this page into a new campaign and follow the steps.

Want it set up with you?

We can build this in a demo.

Tell us how your firm wins work and we set up the stages, the sequences and the prompts on a call.

Book a demo