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Money Guide Pro Onboarding - Email Campaign Template

An Onboarding Campaign with template emails covering:
  • A summary of the next steps in your onboarding process
  • Instructions for clients to link their accounts to Money Guide Pro with snapshots included
  • Framework for a documentation upload email; because Money Guide Pro does not have a vault feature, you will need to customize this to reflect your actual documentation storage system.
Checkout Instructions: Once you purchase the product, you will be able to access a copy of the template as a .doc file. You may open the .doc files in Google Docs or Microsoft word. The document contains comments specifying where you should update the templates, but you may choose to customize further if desired.
We suggest using these campaigns as templates in your email host or CRM software, or setting them up as automated drip campaigns in your email marketing software.