Here is the list of all the Core and Ancillary Automation Tags and Documents List
- 20 DAYS TO CLOSE AUTOMATION:
Documents:
- TD-01-C1 - CC 1 Day - 20 Days to Close Call Script
- TD-02-E2 - CC 2 Day - 20 Days to Close Email
- TD-03-C3 - CC 3 Day - 20 Days to Close Call Script
- TD-05-E4 - CC 5 Day - 20 Days to Close Email 4
- TD-10-E6 - CC 10 Day - 20 Days to Close Email 6
- TD-20-E10 - CC 20 Day - 20 Days to Close Email 10
- TD-99-T1 - CC Won - 20 Days to Close ToDo Script 1
- TD-99-T2 - CC Lost - 20 Days to Close ToDo Script
- TD-CO-C11 - CC Comm. - 20 Days to Close CallScript
- TD-CO-E12 - CC Comm. - 20 Days to Close Email 12
- TD-00-T0 - CC 0 Day - 20 Days to Close Text 0
- TD-07-T5 - CC 7 Day - 20 Days to Close Text 5
- 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:
- SN-LL-E1 Lead Letter PE Email 1
- 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:
- WW-00-E1 Welcome Client Email 1
- WW-00-E5 Credit Card Email
- WW-00-E6 Expiring Card Update
- WW-00-E7 Failed Card Update
- WW-30-E2 30 Day Email 2
- WW-60-E3 60 Day Email 3
- WW-90-E4 90 Day Email 4
Tags:
- 4-30-Welcome and Wow-01-New Client
- NEWSLETTER AUTOMATION:
Documents: (Requires custom content)
- NL-MO-01 Newsletter Monthly January
- NL-MO-02 Newsletter Monthly February
- NL-MO-03 Newsletter Monthly March
- NL-MO-04 Newsletter Monthly April
- NL-MO-05 Newsletter Monthly May
- NL-MO-06 Newsletter Monthly June
- NL-MO-07 Newsletter Monthly July
- NL-MO-08 Newsletter Monthly August
- NL-MO-09 Newsletter Monthly September
- NL-MO-10 Newsletter Monthly October
- NL-MO-11 Newsletter Monthly November
- 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:
- CA-CA-E1 Contact Ahead - Contact Ahead Email 1
- CA-CB-E1 Contact Ahead - Contact Behind Email 1
- CA-CA-T1 Contact Ahead - Contact Ahead Text 1
- 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:
- FI-OI-C1 Overdue Invoice Call 1
- FI-OI-C2 Overdue Invoice Call 2
- FI-OI-C3 Overdue Invoice Call 3
- FI-OI-C4 Overdue Invoice Call 4
- FI-OI-C5 Overdue Invoice Call 5
- FI-OI-E1 Overdue Invoice Email 1
- FI-OI-E2 Overdue Invoice Email 2
- FI-OI-E3 Overdue Invoice Email 3
- FI-OI-E4 Overdue Invoice Email 4
- 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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