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CRM | Welcome Emails

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Steve Rushton
Updated 4 years ago

When a new prospective client asks you for a quote there are two things you need to address:

1. Let them now about your privacy policy

2. Add them to your email database under a 'legitimate interest'

The best way to achieve this is to create a user journey for whatever list you opt them into when they first talk to you and request a quote.

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