How-to Video - Playbook Automations
Discover a powerful collection of pre-built automations designed to boost client engagement—everything from lead conversion and long-term nurture to birthday and loan anniversary follow-ups, and much more. In this video, we’ll guide you step-by-step on how to navigate the library, find the right automation, apply it to your workflow, and make updates as needed.
Harness the full potential of these automations to save time and keep your clients connected.