By personalizing Email follow-ups you can maximize client experience while also significantly reducing the time spent on meeting administration.
Here’s how you can change client follow up emails to fit your preferences by following these steps:
From the left menu, select "Setup" and find "Follow-Up E-mail."
Click the gear icon for template customization settings.
Generate a template by inserting your existing email. Add multiple emails for a refined AI-generated template.
Click "Generate template," then "Save" to get your personalized follow-up email.