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
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E1
Email 1
Rep follow-up, same day
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E2
Email 2
+3 days — curious question
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E3
Email 3
+7 days — proof + calendar
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E4
Email 4
+14 days — last note
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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
Go to Contacts in the left menu → click Add contacts (top right)
Enter First name, Last name, Email, Company (salon name)
Email is required — if they don't have one, use the salon's website contact form email
Click Save — send Email 1 now
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
Sent same day as the visit. Bridges the in-person drop-off to a digital relationship.
View email + why we wrote it this way
Subject: Following up on what I dropped off at [Salon Name]
Hi [First Name],
I was the one who stopped by [Salon Name], Jennie from Laced Hair.
I dropped off some info on our Hair for Days program and a sample. Wanted to follow up in case you had any questions about either. Some accounts on the program put their own name on the packs — happy to show you what that looks like.
Jennie is our Director of Education and is great to talk through it with: 310-617-8666. Or just reply here.
xo Jennie
Hook 70/100
Technique
Late-night FM DJ voice — unhurried, no pitch, no urgency
Treats the prospect as capable of choosing their own path
Why this works
Identity confirmation — "I was the one who stopped by" closes the gap between the sample on their counter and this email
Two people reaching out signals real structure behind the brand
White Label line planted here because Email 1 gets the highest reply rate — sample is still fresh
One sentence makes a salon owner think "wait, my name on the packs?" — that question carries them through the sequence
Improve it
Add a location anchor: "I left the info on the front desk, next to the color bar" — proves you were there, triggers a memory
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
Subject: Quick question, [First Name]
Hi [First Name],
Checking back in, no rush at all.
One question, genuinely curious:
What's the hardest part of sourcing extensions for [Salon Name] right now?
xo Jennie
Hook 76/100
Technique
Calibrated question — cannot be answered yes or no
Forces the prospect to think and reveal sourcing pain
"Genuinely curious" disarms skepticism about motive
Why this works
Coming from Jennie (who visited in person), the question carries credibility as genuine curiosity
If answered — real intel for the pitch. If not — plants a seed of self-reflection
"For [Salon Name]" shifts the weight from personal opinion to professional problem — easier to answer
Improve it
Add a setup before the question: "I kept thinking about your salon after I left." — creates intrigue, makes the question land harder
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
Subject: Being upfront with you, [First Name]
Hi [First Name],
You've heard from me a couple of times now, so I'll just be upfront.
Here's what we can actually prove about Laced:
Same manufacturer for 16 years.
Return rate under 3%.
Every pack a guaranteed 50g, no surprises on weight.
It seems like [Salon Name] deserves a wholesale partner who's consistent, not just convincing.
Would it be a terrible idea to hop on a quick call with Carrie?
https://calendar.app.google/eQ9QKhPiEjMhd7Fy9
xo Jennie
Hook 80/100
Technique
"It seems like [Salon] deserves..." — labels the belief you want them to hold about themselves
"Would it be a terrible idea..." — negative framing. They say no to the negative, which is a yes to the meeting
Why this works
Jennie shifts from field rep to credibility witness — vouching for the brand, handing off to Carrie for the close
"Upfront" vs Carrie's "straight" is deliberate voice differentiation — both tracks feel distinct, not just name-swapped
Improve it
Before the calendar link, add: "She has 15 minutes that could change how you source." Sets expectation, lowers the commitment feel
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
Subject: Last one from me, [First Name]
Hi [First Name],
I stopped by. I followed up a few times. No reply. I get it.
This is my last one.
Carrie's at 310-617-8666 whenever the timing makes sense.
Timing is everything in this business. You know where to find us.
xo Jennie
Hook 84/100
Technique
Accusation audit — Jennie names what happened before the prospect can feel guilty about it
"I get it" releases them from guilt immediately
Why this works
Recap of effort ("stopped by, followed up, no reply") reminds them of the investment without shaming them
Triggers reciprocity instinct
Handoff to Carrie's number keeps the door open without Jennie having to keep knocking
Highest-scoring email in either sequence at 84/100
Improve it
After "I get it." add: "Timing is a real thing and I'm not taking it personally." — normalizes the non-response, makes it easier to reach back out when things change
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
Open the contact → set HFD Status to Replied
Reply personally — do not use a template
If they book a call: set HFD Status to Booked
If they say "not now": set HFD Status to Paused and create a task 90 days out to check back
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.