Inquiry Workflow – CRM Workflow Bundle – Kelli Marie Connor

My complete workflow for all leads to get them all the information they need to book, and for me to get them on the phone.

Includes all emails and guides that I use to book clients, get them educated on the session experience, and prep them for the booking process. It also includes the followup content for leads that don’t end up booking after the first email.

Includes 5 downloadable files, 1 template design link, and 5 instructional files.

This Workflow only contains the above listed contents. This Inquiry Workflow does not include the Pre-Session Payment Plan Guide, or any contracts.

What You’ll Learn In Inquiry Workflow – CRM Workflow Bundle

• Overview and instructions
• 4 Inquiry response and followup emails, including the initial inquiry response and 3 followup email, and when to send them
• Session Guide Template, fully designed and ready to customize
• How to use + customize guide instructions

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