Additional services App partner

Syft Analytics engagement workflow

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


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!

Syft Analytics engagement workflow DOWNLOAD TEMPLATE