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Welcome Call Invite
Product
Caller Edge
Touch level
Low
Client Stage
CS - New Client Activation
Journey Point
1.01
Territory
AUS
Sent by
Implementation Account Manager
Salesforce Folder
CallerEdgeLTAUS
Salesforce Folder Path
AUS > CS - New Client Activation (Low Touch) > Caller Edge
Email template status
Live


Hi [hl][Client Name][/hl]
I’m [hl][IM NAME][/hl], your Implementation Manager at PHMG. I’ll be your main contact while we get your Caller Edge setup underway.
Your Welcome Call is booked for [hl][DATE] at [TIME][/hl]. We’ll keep it simple, this is so we can get everything we need to move things along smoothly.
On the call, we’ll confirm:
- What you’d like your On-Hold Marketing to say
- Your music and voice style
- A couple of details about your current phone system
- [hl]Your Caller Experience setup, including out-of-hours, auto attendant and voicemail messages[/hl]
- [hl]The details needed to smoothly transition to a GoTo Connect phone system[/hl]
- [hl]Your Complete Caller Experience setup, by reconfiguring your current system for a seamless caller journey[/hl]
After that, it’s over to us
-
In the meantime, if you’ve got anything that might help our creatives – brand guidelines, website links, marketing materials – just reply to this email and send them over. Even a link or two is perfect.
Talk soon
[hl][IM NAME][/hl]
Got a question before then? Call me on [hl][IM NUMBER][/hl].