Extra details of question
I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to start using Asana with this too. Where to start???
Answer
I’ve got resources for you (tactics then content):
First, three articles on tactics (with their style noted):
– Professional https://www.intercom.com/starter-kits/onboarding
– Technical https://medium.com/@myxys/how-to-design-lead-nurturing-lead-scoring-and-drip-email-campaigns-9961024f6605
Secondly, what to write? Three websites with examples to get inspiration:
As for the Asana integration, is this to be used so you can email-in to create a task? If so, check out https://asana.com/guide/help/email/email-to-asana . Let me know if you want to use it in a different way.
