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Type: Send Email
Initial Contact with Client This workflow step involves sending an initial email to clients who have shown interest in a product or service. The purpose of this email is to introduce the company, establish communication channels, and schedule a follow-up meeting or consultation. The process begins when the client expresses interest through a web form submission or phone call. This triggers the sending of a pre-designed email template that includes essential information about the company, its offerings, and how it can assist the client. Upon receipt of this initial contact, the client's inquiry is documented in the CRM system for future reference and follow-up actions are planned accordingly.
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