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Agency Workflow Templates - Emails, Forms, Entry Requirements, and More!
Team Productivity Tools
Workflows
Forms
Proposals
Created by
Steven G
About
Systems and processes help streamline your workflow. With proper templates, you'll save hours of recreating the same emails over and over. We're here to help you with that! Unlock instant access to do-it-yourself, customizable email templates for effective client communication.
WHAT'S INCLUDED?! Depending on the package you choose, you could have access to:
1. OVER 200 WORKFLOW TEMPLATES
2. General Use, Land, Cruise, Air, Group, Templates and more...!
3. Actionable welcome emails
4. Emails that build trust & authority with potential clients
5. Templates that nurture client's decision making process
6. Emails that maintain relationships with past clients
Why Do I Need Them? Great Question!
Efficiency is key - these templates will make it much easier to achieve!
1. Save time from rewriting the same scripts for each client
2. Provide a seamless and client experience each time
3. Stay in touch with your clients on a regular basis
4. Make your business more professional and more efficient
HOW DOES IT WORK?
Customize your workflow templates to suit your needs. Add images, create pictures, change colors, fonts, and even text!
1. Download the Word document after your payment is processed.
2. Use the Table of Contents to scroll through the list of templates in the document.
3. Use Canva, Unsplash, Pexels, or Pixabay for royalty-free photographs.
4. Add them right into your CRM or marketing platform.
5. Enjoy!
If you have any questions, feel free to reach out - I'd be happy to explain everything a bit more in-depth!
WHAT'S INCLUDED?! Depending on the package you choose, you could have access to:
1. OVER 200 WORKFLOW TEMPLATES
2. General Use, Land, Cruise, Air, Group, Templates and more...!
3. Actionable welcome emails
4. Emails that build trust & authority with potential clients
5. Templates that nurture client's decision making process
6. Emails that maintain relationships with past clients
Why Do I Need Them? Great Question!
Efficiency is key - these templates will make it much easier to achieve!
1. Save time from rewriting the same scripts for each client
2. Provide a seamless and client experience each time
3. Stay in touch with your clients on a regular basis
4. Make your business more professional and more efficient
HOW DOES IT WORK?
Customize your workflow templates to suit your needs. Add images, create pictures, change colors, fonts, and even text!
1. Download the Word document after your payment is processed.
2. Use the Table of Contents to scroll through the list of templates in the document.
3. Use Canva, Unsplash, Pexels, or Pixabay for royalty-free photographs.
4. Add them right into your CRM or marketing platform.
5. Enjoy!
If you have any questions, feel free to reach out - I'd be happy to explain everything a bit more in-depth!
Pricing & Inclusions
$247Basic
|
$247Standard
|
$399Premium
|
|
|---|---|---|---|
| Cruise Workflow Bundle | |||
| Land/Air Workflow Bundle | |||
| Full Workflow Template Package (Cruise + Land/Air) | |||
| Buy now | Buy now | Buy now |
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.