(ID:0.100)

<aside> 🚀 Start Here 👉 Trigger: A Deal is created in this stage when a lead enrolls in our program and an enrollment specialist moves the deal in the Sales Pipeline to Won

🥅  Goal: To get the new client to sign the agreement

**🤺 Next Action: Once the new client signs the agreement, the deal will be moved into the Signed Agreement

</aside>

What It Is

After the 1 - New Client Automation (ID:20) creates a new deal in this stage, it will send a series of welcome and reminder emails if the new client hasn’t signed yet. They will remain in this stage until they sign the agreement and move on to the Signed Agreement Stage. For the most part, if there are any deals in this stage, they shouldn’t be in here for very long.

What You Do

✅ Everything is handled by automation and no action is required of you here.

What It Does

1- New Client Automation (ID:20)

• Add Deal “Client” to the New Client Stage in the Fulfillment Pipeline
• Send Transactional Email - Welcome Email 1 (TID:100006): %FIRSTNAME%, Welcome To Accelerated Banking!
• Wait for 24 hours
• Send Transactional Email - Reminder To Sign Contract (TID:100007): [SIGNATURE REQUIRED] %FIRSTNAME%, please take action immediately
• Wait for 24 hours
• Send Transactional Email - Reminder to Sign Contact (2) (TID:100008): [SIGNATURE REQUIRED] %FIRSTNAME%, please take action immediately
• Wait for 23 hours
• Send Transactional Email - Reminder to Sign Contact (3) (TID:100009): [SIGNATURE REQUIRED] %FIRSTNAME%, please take action immediately
• Wait for 24 Hours
• Notify Deal Owner: %FIRSTNAME% is unresponsive