Mail Workshop

What to do here

For every lead in the lead list, there is a finished email draft here. Copy it into your email program, send it and then set the lead to “in progress”. Nothing is sent from here.

Step by step

1. Find the lead with the search or the selection. Leads without a draft are at the top.
2. Copy Recipient, Subject and Email one by one.
3. Attachment: Open presentation shows “About us” with the case examples that fit this lead. It is the same presentation as in the initial consultation, only with the case examples swapped. Download it and attach it to the email. If it is missing, the block says so: the next run will create it.
4. Put it together in your own email program and send it.
5. Back here: set to “in progress”. The lead list then knows, and the Monday email stops reminding you.

The signature

It comes from the assignment in the lead list. A lead assigned to Lena is signed by Lena Muster. If nobody is assigned, you sign it. If you want to change that, change the assignment in Lead Intelligence, not the text.

Before sending

Drafts with case content go to the person responsible for the case first. The note is below every draft concerned. The text is a suggestion, not a finished letter: read it before you send it.

No draft there?

Then the lead does not have one yet. The next run will write it.