We return to the example of Stacy, from Fergie’s Car Shop. She is looking to automate and organize more communication with her customers, especially through email.
Knowing what you now know about email templates, merge fields and folders, what would you suggest to Stacy? (she is starting from nothing) What kinds of templates might she create and when in the sales process would be a good time to send them out? How might she organize templates within folders to not lose track of them?
Hint: think about emails before purchase, after a purchase, after signing a contract, after 3 months with no purchase, the kind of customer, etc.
Consider setting up some of the structure for something like this in your own CRM!
