Syft Analytics engagement workflow

Use this simple workflow template for offering additional services to your clients using Syft Analytics

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Do 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!

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