Interview and Sign Clients Here

4 STEPS – EVERYTHING YOU NEED TO SIGN NEW CLIENTS FOR SULLIVAN LAW

Ask Questions, (if a good fit) sign with Docusign, and add them to Mailchimp Email Automation. ♥

2) Docusign

INSTRUCTIONS TO COMPLETE PDF, PDF DOWNLOAD and DOCUSIGN LINK

INSTRUCTIONS PDF TO FILL OUT
DOCUSIGN LOGIN PASSWORD
Please ask Mary@GoMediaMarketing.com

COMPLETED DOCUSIGN GOES TO THESE EMAILS:

  • Mike_s211@yahoo.com, Mary@GoMediaMarketing.com
COMPLETED DOCUSIGN:
  • Mike_s211@yahoo.com, Mary@GoMediaMarketing.com

3) New Client Email

MAILCHIMP AUTOMATION  EMAIL WELCOME PACKET

Tell new client to look in their “Promotions” or “Other” folder and white list our emails.

* indicates required
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4) Add Final Signed Docusign PDF to “Sullivan Signed Clients” weekly folders Friday t0 Friday: