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All Core and Ancillary Automation Tags and Documents List

Aiden Scott
Updated

Here is the list of all the Core and Ancillary Automation Tags and Documents List

 

- 20 DAYS TO CLOSE AUTOMATION:

Documents:

  1. TD-01-C1 - CC 1 Day - 20 Days to Close Call Script
  2. TD-02-E2 - CC 2 Day - 20 Days to Close Email
  3. TD-03-C3 - CC 3 Day - 20 Days to Close Call Script
  4. TD-05-E4 - CC 5 Day - 20 Days to Close Email 4
  5. TD-10-E6 - CC 10 Day - 20 Days to Close Email 6
  6. TD-20-E10 - CC 20 Day - 20 Days to Close Email 10
  7. TD-99-T1 - CC Won - 20 Days to Close ToDo Script 1
  8. TD-99-T2 - CC Lost - 20 Days to Close ToDo Script
  9. TD-CO-C11 - CC Comm. - 20 Days to Close CallScript
  10. TD-CO-E12 - CC Comm. - 20 Days to Close Email 12
  11. TD-00-T0 - CC 0 Day - 20 Days to Close Text 0
  12. TD-07-T5 - CC 7 Day - 20 Days to Close Text 5
  13. TD-15-T8 - CC 15 Day - 20 Days to Close Text 8

Tags:

  • 4-20-20 DaysToClose-Lead-0-Communicating
  • 4-20-20 DaysToClose-Lead-0-In 5-1
  • 4-20-20 DaysToClose-Lead-0-Wait 1 Week
  • 4-20-20 DaysToClose-Lead-0-Wait 2 Weeks
  • 4-20-20 DaysToClose-Lead-0-Wait 3 Weeks
  • 4-20-20 DaysToClose-Lead-0-Wait 4 Weeks
  • 4-20-20 DaysToClose-Lead-0-Wait Custom
  • 4-20-20 DaysToClose-Lead-1-Bought
  • 4-20-20 DaysToClose-Lead-2-Did Not Buy
  • 4C-20 Days to Close-In Pipeline
  • 4C-20 Days to Close-Stop
  • 5-20-20 DaysToClose-Lead-0-Clear All Tags
  • 5-20-20 DaysToClose-Lead-1-00-Start
  • 5-20-20 DaysToClose-Lead-2-Communicating
  • 5-20-20 DaysToClose-Lead-3-Bought Service
  • 5-20-20 DaysToClose-Lead-3-Did Not Buy

- SHORT NURTURE AUTOMATION:

Documents:

  1. SN-LL-E1 Lead Letter PE Email 1
  2. SN-PE-C1 - Short Nurture - Call Script 1

Tags:

  • 4-20-All Services-All-1-Service 1 Nurture Emails
  • 4-20-All Services-All-2-Service 2 Nurture Emails
  • 4-20-All Services-All-3-Service 3 Nurture Emails
  • 4-20-All Services-All-4-Service 4 Nurture Emails
  • 4-20-All Services-All-5-Service 5 Nurture Emails
  • 4-20-All Services-All-6-Service 6 Nurture Emails
  • 4-20-All Services-All-7-Service 7 Nurture Emails
  • 4-20-All Services-All-8-Service 8 Nurture Emails
  • 4-20-All Services-All-9-Service 9 Nurture Emails
  • 4-20-All Services-All-10-Service 10 Nurture Emails
  • 4-20-All Services-All-11-Service 11 Nurture Emails
  • 4-20-All Services-All-12-Service 12 Nurture Emails
  • 4-20-All Services-All-13-Service 13 Nurture Emails
  • 4-20-All Services-All-14-Service 14 Nurture Emails
  • 4-20-All Services-All-15-Service 15 Nurture Emails
  • 4-20-All Services-All-16-Service 16 Nurture Emails
  • 5-20-All Services-All-0-Short Nurture Cleanup
  • 5-20-All Services-All-1-Short Nurture Emails

- WELCOME AND FOLLOW UP AUTOMATION:

Documents:

  1. WW-00-E1 Welcome Client Email 1
  2. WW-00-E5 Credit Card Email
  3. WW-00-E6 Expiring Card Update
  4. WW-00-E7 Failed Card Update
  5. WW-30-E2 30 Day Email 2
  6. WW-60-E3 60 Day Email 3
  7. WW-90-E4 90 Day Email 4

Tags:

  • 4-30-Welcome and Wow-01-New Client

- NEWSLETTER AUTOMATION:

Documents: (Requires custom content)

  1. NL-MO-01 Newsletter Monthly January
  2. NL-MO-02 Newsletter Monthly February
  3. NL-MO-03 Newsletter Monthly March
  4. NL-MO-04 Newsletter Monthly April
  5. NL-MO-05 Newsletter Monthly May
  6. NL-MO-06 Newsletter Monthly June
  7. NL-MO-07 Newsletter Monthly July
  8. NL-MO-08 Newsletter Monthly August
  9. NL-MO-09 Newsletter Monthly September
  10. NL-MO-10 Newsletter Monthly October
  11. NL-MO-11 Newsletter Monthly November
  12. NL-MO-12 Newsletter Monthly December

Tags:

  • Form-20-Newsletter-Submitted

- NPS REVIEW AUTOMATION:

  • 1-50-NPS to Social Review-Client-04-N-D Followup
  • 4-50-NPS to Social Review-Client-01-Promoter
  • 4-50-NPS to Social Review-Client-02-Neutral
  • 4-50-NPS to Social Review-Client-03-Detractor
  • 4-50-NPS to Social Review-Client-04-NonParticipant
  • 4-50-NPS to Social Review-Client-05-NoSocialReview
  • 4-50-NPS to Social Review-Client-06-FBReviewer
  • 4-50-NPS to Social Review-Client-07-GoogleReviewer
  • 4-50-NPS to Social Review-Client-08-YelpReviewer
  • 4-50-NPS to Social Review-Client-09-AngiesReviewer
  • 5-50-NPS to Social Review-Client-01-Cleanup Tags
  • 5-50-NPS to Social Review-Client-02-Send Survey

- CONTACT AHEAD/BEHIND AUTOMATION:

Documents:

  1. CA-CA-E1 Contact Ahead - Contact Ahead Email 1
  2. CA-CB-E1 Contact Ahead - Contact Behind Email 1
  3. CA-CA-T1 Contact Ahead - Contact Ahead Text 1
  4. CA-CB-T1 Contact Ahead - Contact Behind Text 1

Tags:

  • 4C-Contact Ahead-No Contact
  • 4C-Contact Ahead-Same Day
  • 4C-Contact Ahead-Service Skipped

- OVERDUE INVOICE AUTOMATION:

Documents:

  1. FI-OI-C1 Overdue Invoice Call 1
  2. FI-OI-C2 Overdue Invoice Call 2
  3. FI-OI-C3 Overdue Invoice Call 3
  4. FI-OI-C4 Overdue Invoice Call 4
  5. FI-OI-C5 Overdue Invoice Call 5
  6. FI-OI-E1 Overdue Invoice Email 1
  7. FI-OI-E2 Overdue Invoice Email 2
  8. FI-OI-E3 Overdue Invoice Email 3
  9. FI-OI-E4 Overdue Invoice Email 4
  10. FI-OI-E5 Overdue Invoice Email 5

Tags:

  • 4C-Overdue Invoice-Account Paused
  • 4C-Overdue Invoice-Delinquent Account
  • 4C-Overdue Invoice-Following Up
  • 4C-Overdue Invoice-Invoice Paid
  • 4C-Overdue Invoice-No Followup
  • 4C-Overdue Invoice-Stop
  • 5C-Overdue Invoice-Restart Service
  • 5C-Overdue Invoice-Services Resumed
  • 5C-Overdue Invoice-Test

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