Time to Get Paid

Walk In. Follow Up. Close.

Every salon visit, every email, every dollar.

The Lifecycle — How Every Salon Moves Through the Program
Visit
Salon Visit
Rep drops off sample + info
Add
Add to HubSpot
Create contact, set HFD fields
E1
Email 1
Rep follow-up, same day
E2
Email 2
+3 days — curious question
E3
Email 3
+7 days — proof + calendar
E4
Email 4
+14 days — last note
Win
Wholesale Account
Booked or replied
Done
Sequence Done
No response after 4 emails

Why 4 emails? Research shows 58% of replies come from the first email, and 93% of all responses happen within 4 touches. After Email 4, a salon that hasn't replied is either not a fit right now or needs a different channel. The sequence respects their inbox and protects Laced's sender reputation.

Why these timing gaps? Day 3 catches them when the sample is still fresh. Day 10 hits after they've had time to try it. Day 24 is long enough to feel like patience, not spam.

Step 1 — Adding a New Salon After a Visit
+ Create the contact in HubSpot
Step 2 — The 4-Email Sequence (What to Send and When)
💡
Three tracks — pick the one that matches the situation:

Carrie following up for Jennie. Use: HFD - Jennie - Email 1–4

Jennie visited. Use: HFD - Carrie - Email 1–4

Carrie visited. Use: HFD - Carrie - Rep Visit - Email 1–4
Step Template to use Days until next Create this task after sending
1
HFD - Jennie - Email 1 - Rep Follow-up
Sent same day as the visit. Bridges the in-person drop-off to a digital relationship.
View email + why we wrote it this way
3 days
HFD Email 2 — Curious Question
Set due date 3 days from today
2
HFD - Jennie - Email 2 - Curious Question
One open question. No pitch. Resets the conversation without referencing the prior email.
View email + why we wrote it this way
7 days
HFD Email 3 — Proof
Set due date 7 days from today
3
HFD - Jennie - Email 3 - Proof
3 falsifiable proof points + calendar link. Credibility must be established here or the sequence dies.
View email + why we wrote it this way
14 days
HFD Email 4 — Last Note
Set due date 14 days from today
4
HFD - Jennie - Email 4 - Last Note
Graceful exit. Triggers loss aversion through removal, not pressure.
View email + why we wrote it this way
Sequence done
No task — update HFD Status to "Done"
On the contact record, click HFD Status → change to Done
Step 3 — How to Send Each Email (Daily Routine)
Sending the email
  • Open Tasks in the left menu
  • Find today's task — click the contact name
  • On the contact record, click Email
  • Click Templates at the top of the compose window
  • Pick the correct template HFD - Carrie - Email [N] or HFD - Jennie - Email [N]
  • Check the body — tokens should auto-fill the name and salon
  • Hit Send
After you hit Send
  • Click Task on the contact record
  • Title: next email name from the table e.g. "HFD Email 2 — Curious Question"
  • Due: today + days from the table → Save
What to Do If They Reply
! Stop the sequence immediately
HFD Status — What Each Value Means
Active
Sequence is running
Tasks are scheduled, emails going out on schedule. Default for all new contacts.
Replied
They wrote back
Stop the sequence. Respond personally. This is a warm lead — handle with care.
Booked
Call or meeting scheduled
They are in active sales conversation. No more HFD emails needed.
Paused
Not now — revisit later
They replied but timing isn't right. Create a task 60-90 days out to re-engage.
Done
All 4 emails sent, no response
Sequence complete. No more outreach unless they reach out first or you visit again.
HubSpot Lifecycle Stage — Update When Status Changes

HubSpot's Lifecycle Stage is a built-in field that tracks where a contact sits in your overall sales pipeline — separate from HFD Status. Keep it updated so your contact lists and reports stay accurate.

Lead
When you add them after a visit
Set Lifecycle Stage → Lead when creating the contact. They expressed enough interest to warrant outreach.
Sales Qualified
When they reply and want to talk
Set Lifecycle Stage → Sales Qualified Lead. They've engaged — this is a real opportunity.
Opportunity
When a call or meeting is booked
Set Lifecycle Stage → Opportunity. A scheduled conversation means they're actively considering it.
Customer
When they place their first wholesale order
Set Lifecycle Stage → Customer. This is the win. They now show up in customer reports, not prospect lists.
Other
When sequence ends with no response
Leave as Lead or set to Other — do not delete. They may re-engage after a future visit.