OND’G - Re-engagement - October 2024
Shared by Calmwaters Cloud Accounting
Kellie Parks
"This Re-enagement workflow ensures a seamless client experience for continuing on teaming up with your firm.
Here is a video on implementing the Re-engagement template.
Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize the automated email template and tags.
https://www.loom.com/share/006e7931f7f849ca97960d978c4c1511?sid=f5f8b587-3011-47d9-a6f8-6eae8c65d13c"
This template includes
- 6 tasks
- 5 task descriptions
- 1 section
- 2 assignee roles
- 3 email automations
- 1 project resource
use this template