(ID:0.100.4)0.100.4. HSF Follow Up

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Start Here 👉 Trigger: When the deal is manually moved to the HSF Follow Up Stage when the Strategy Call is completed.

🥅  Goal: For the new client to show up prepared to the

**🤺 Next Action: Move the deal into the Pre-Closing or Post-Closing Stage upon completion of this call.

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What It Is

Once the Strategy Call completed, the deal was moved into the Bank Selection Stage. The deal will stay in this stage until the Bank Selection Call has been completed and moved into the next stage.

What You Do

When you have completed the Bank Selection, you will manually move the deal into the next stage. You can do this by clicking and dragging the deal from the Bank Selection to the Pre-Closing or Post-Closing Stage, or by clicking the Stage dropdown at the top of the deal detail page.

What It Does

4B-HSF Follow Up (ID:19)

• Send Transactional Email - Official Confirmation to HSF (TID:100026): %FIRSTNAME%, you've selected the HSF method!
• Wait 7 days
• Send Transactional Email - Confirmation to HSF (2) (TID:100027): %FIRSTNAME%, just touching base with you…
• Wait for 3 weeks
• Send Transactional Email - Follow Up Call (TID:100028): %FIRSTNAME%, can we schedule a follow up call?
• Wait until conditions are met - If the client has not replied to any email in the last 60 days OR has not been sent any 1:1 email in the last 60 days.
• Move deal to Inactive Clients stage
• Notify Deal Owner: %FULLNAME% has yet to schedule an HSF Follow Up call

🏆 Goal: Pre-Closing/Post-Closing Scheduled

If the deal has been moved to Pre-Closing or Post-Closing stage, the contact will be removed from this stage and automations will stop.