Lifecycle Automation

Increase your sale and retention with automation

11 articles in this collection
Written by Moe, Tolga, and Megan Stasko

Cloning Automation: Touchpoints & Workflows

How to duplicate automation already built for a new pipeline

Written by Megan Stasko
Updated over a week ago

Build Automation for Sales Pipelines

Lifecycle Automation for new and existing pipelines

Written by Megan Stasko
Updated over a week ago

Templates

Automation Sequences Guaranteed to Increase your Insurance Sales and Retention

We built the perfect automation sequence so you don't have to!

Written by Tolga
Updated over a week ago

Automation Sequence Mapping Tool

Use this template to help plan and build the perfect automation sequence

Written by Tolga
Updated over a week ago

Email templates you can use right now

Ready-to-use email templates for every stage of customer interaction

Written by Tolga
Updated over a week ago

3 Email Templates for New Insurance Leads

Increase your contact rate with these simple email templates, designed for engaging with new leads

Written by Tolga
Updated over a week ago

2 Follow Up Emails + 7 Subject Lines to Increase Your Contact Rate

Follow up on new insurance leads with these templates and subject lines that are tried and true

Written by Tolga
Updated over a week ago

2 Breakup Email Templates That'll Get You a Response

Close the loop while setting up a new one

Written by Tolga
Updated over a week ago

How To

Lifecycle Automation - Settings

Create the smartest automation possible!

Written by Tolga
Updated over a week ago

How to create email templates

Where and how to create email templates

Written by Moe
Updated over a week ago

Best Practices

TESTED: Plain Text vs HTML Templated Emails

Which one really works better?

Written by Tolga
Updated over a week ago