Congrats on your purchase!

You’ve made an excellent decision!

The Flodesk automation will make your life so much easier - and increase the odds that your clients complete the very important tasks associated with funding their trusts.

Here’s what you do next:

First, be sure to sign in to your Flodesk account before clicking the link below to access the workflow.

If you do not yet have a Flodesk account, you can use this discount code to get 50% off your first year (yes, 50%) of your subscription. This discount applies for new subscribers only.

(If you already have a subscription, don’t forget you have your own code you can share with your friends and colleagues.)

Second, click into the workflow in Flodesk and set the first trigger that will start the sequence. If you have not already set up an audience segment for this automation, you will need to create one.

Third, update your name in the signature block at the bottom. You will need to do this for each email. As you do this, take the time to read and edit each one, so you know they capture your tone and any specifics you want to make sure you share with your clients. We have designed a checklist to help you keep track of your progress that you can access by clicking here.

Fourth, click out of the workflow to anywhere else in Flodesk and go back. Your logo and footer should update automatically if it did not already do so.

As an added bonus, we are gifting you access to the Google Doc version of the email templates so you will have it - just in case you change email marketing providers or need it for another purpose. We recommend you make a copy of this to store in your Google Drive ASAP so you have it. Once you click on the link, you will be prompted to make a copy of the Document.

Please remember that these templates are the proprietary work of Angela Hayden and The Fun Advocate and we ask that you do not share them with others. You may use them as you wish with the clients of your firm.

We appreciate you and your business!