Virtual assistants: After meeting follow-up

Use this email template as a follow-up from your meeting to let your client know when to expect a proposal to be sent to them.

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This email template uses these tokens:

Opportunity first name (for direct use with mapped fields)

This email template leaves space for you to enter:

A date or time range that they can expect a proposal to be emailed.

This could be used with a workflow automation or after meeting email notification.

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