Personal event follow-up
Automatically draft follow-up emails after a client mentions personal events or accomplishments.
I want to identify opportunities to follow up with contacts after personal events or accomplishments to strengthen relationships.Follow these steps:1. Identify any mentions of upcoming or recent personal events: vacations, personal milestones, family events, home projects, or personal goals.2. For each event, pull the contact name, event type, timing, and context.3. Determine the appropriate follow-up timing based on event type (1-4 weeks depending on the event).4. Create a scheduled task with instructions to draft a personalized follow-up email at the appropriate time.5. Add a note to the contact's CRM record documenting the event and follow-up task.
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