Get Set Up: Second Email, Outside of Engage
This email only applies if the client’s request for assistance is clear and the mentor can identify information they can send to them in advance of their meeting. The mentor can send this email from their SCORE Gmail account
+ Scheduling System
Mentor sends client a customized email with links to actionable information, from the Client/Stage or Client/Topics sections, that the client can begin working on in advance of their first meeting. Mentor’ email template is based on emails he has sent to other clients with similar needs. Mentor drafted their first version of this email template by researching the sample emails in the Client Resources by Stage tabs.
+ CRM + Proactive Scheduling
Mentor sends client a customized email with links to actionable information, from the Client/Stage or Client/Topics sections, that the client can begin working on in advance of their first meeting. Mentor’ email template is based on emails he has sent to other clients with similar needs. Mentor drafted their first version of this email template by researching the sample emails in the Client Resources by Stage tabs.