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It's all about loyalty... and our system helps earn it, and maintain it!

1. Called Prospect Follow-Up
   1. Called Prospect Follow-Up
2. X-Date Prospect Follow-Up
   2. X-Date Prospect Follow-Up
3. New Client Welcome
   3. New Client Welcome
4. Cross-Sell
   4. Cross-Sell
   | Cross-Sell Email
   4. Cross-Sell Email
5. Feedback Email
   5. Feedback Email
   
   Webform with Referral Request
6. Pre-Renewal Touch
   6. Pre-Renewal Touch
7. Renewal Decision Touch
   7. Renewal Decision Touch
8. Renewal Choices
   8. Renewal Choices
   | Choices Email
   8. Renewal Choices Email
9. Happy Birthday
   9. Happy Birthday
10. Thanksgiving
    10. Thanksgiving

DataManager Setup

Renewal Multi-touch Campaign