Additional services
App partner
Syft Analytics engagement workflow
Use this simple workflow template for offering additional services to your clients using Syft Analytics
DOWNLOAD TEMPLATE START YOUR 30-DAY FREE TRIALDo you want to know how to engage your clients for additional advisory services?
Using this simple workflow from Syft Reporting, you can use the ready-made email templates to generate interest from your clients and then follow the process to deliver them a reports and analytics pack.
Getting started is easy - just download the template, make your edits and apply to all of your clients where you think you can help!
DOWNLOAD TEMPLATE