Vault: Keeping up with your clients (Action List) - Recorded Video

Join us for a webinar dedicated to harnessing the power of Action Lists to elevate your client relationships. This session offers invaluable insights into leveraging Action Lists effectively within your workflow. Explore how to streamline client communication, automate touchpoints, and foster stronger connections through targeted action lists. From setting up customisable templates for emails, SMS, and cloud letters to seamlessly managing tasks within your To-Do list, this webinar covers it all. Discover how to optimise your client engagement and unlock the full potential of Action Lists

Learning Outcomes:

Upon completion of this webinar, participants will be able to:

• Create email, SMS, and cloud letter templates to apply to Action Lists, ensuring consistent and personalised communication with clients
• Set up an Action List tailored for a property purchase anniversary
• Complete Action List tasks efficiently within your To-Do list, optomising workflow management
• Apply automation around action list triggers, saving time and streamlining client touchpoints

Duration: 40 minutes