Overview of the Follow Up Automation

Setting Up and Customizing Email Follow-Up Sequence

1. Introduction

   • Purpose: To understand how to set up and customize the email follow-up sequence after making an initial in-office connection.

2. Prerequisite

   • Review previous lessons on understanding opportunities and navigating inside the Direct Business Loan Signing Pipeline.

3. Moving Contacts

   • Move contact from new lead section to office visit introduction made.

   • Automation triggers a sequence of emails to be sent to the contact.

4. Checking Contact Details

   • Click on the contact name to view contact card details.

   • Note indicators for errors like unverified email and unsent emails.

5. Setting Up Email Templates

   • Navigate to the marketing component and access the emails section.

   • Access the follow-up sequence templates for the Direct Business.

   • View available email templates in draft mode.

6. Editing Email Templates

   • Open the desired email template for editing in the template builder.

   • Customize elements like company logo by adjusting width and height.

   • Upload a new logo from the media library and save the template.

7. Conclusion

   • Save the edited template and proceed to the next section.