Stage 0: Client Agreement
email

P2P Agreement Review Offer

Auto-Email [to Client, after 3 days]

  • If a potential client does not execute an Agreement within the first 3 days of receipt, then the workflow will automatically send an email that offers them time with our CEO to answer any questions they may have.
SAMPLE EMAIL:
pp_assets-email-p2p_agreement_review
  • If the potential client clicks the "Meet with Ryan" button and selects an available day/time, then the meeting will automatically be scheduled on all calendars.