(ID:0.50.2)0.50.2. Signature Received

<aside> 🚀 Start Here 👉 Trigger: A deal is created in this stage when the client signs the contract and the signature form automation adds the contact to the Clients List.

🥅  Goal: To book a Strategy Call

**🤺 Next Action: Once the Strategy Call **is booked, the deal will automatically be moved to the Strategy Call **Stage

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What It is

This stage is a holding stage if the new client has signed the agreement but some how didn’t get their Strategy Call booked. We typically shouldn’t see many deals in this stage.

What You Do

✅ Everything is handled by automation and no action is needed by you.

What It Does

2 - Signed Agreement Automation (ID:13)

Trigger: When a contact subscribes to the list Clients (ID:34)

• Add Tag ABC - Client
• Move deal to stage Signed Agreement
• Send Transactional Email - Welcome Email 1 (post-signature) (TID:100010): Welcome To Accelerated Banking %FIRSTNAME% !
• Wait for 23 hours
• Send Transactional Email - Day 2 (TID:100011): %FIRSTNAME%, Day 2 Information for Accelerated Banking
• Wait for 23 hours
• Send Transactional Email - Day 3 (TID:100012): %FIRSTNAME%, Day 3 of Accelerated Banking [INFO]
• Wait for 23 hours