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FOffice1
Member

How to create a template where I can do a follow-up of clients files with my boss

SOLVE

Hello,

 

I want to create an email template. Inside, I would like to automate all the steps to make a follow-up of client's files with my boss.

 

The objective is to send my boss a follow-up of what I did and the evolution of the different files every Friday. 

 

Do you think it is possible to do that ?

 

Thank you for reading and help me, 

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to create a template where I can do a follow-up of clients files with my boss

SOLVE

Okay @FOffice1 - I think what you're looking for might be a simple email template that could pull in personalization tokens for some data points, and placeholders for other notes on the evolution of a client file. However, it's not something you can automate - it's an email you'd have to create each time based on the latest information in their file (I don't know how a HubSpot Workflow would solve for that). 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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3 Replies 3
FOffice1
Member

How to create a template where I can do a follow-up of clients files with my boss

SOLVE

Hello,

 

Thank you for being so helpful. 

 

Not exactly; I would like to do an email template where I can explain the evolution of each client file to my boss.

 

I don't know if I'm clear.

0 Upvotes
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to create a template where I can do a follow-up of clients files with my boss

SOLVE

Okay @FOffice1 - I think what you're looking for might be a simple email template that could pull in personalization tokens for some data points, and placeholders for other notes on the evolution of a client file. However, it's not something you can automate - it's an email you'd have to create each time based on the latest information in their file (I don't know how a HubSpot Workflow would solve for that). 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to create a template where I can do a follow-up of clients files with my boss

SOLVE

Hi @FOffice1 and welcome to the Community.

 

I have a question for you for clarification - when you say files, are you talking about the activities you're taking with a contact? For instance, the calls made, emails sent, tasks completed, and notes created? 

 

If yes, I'd look at customizing a HubSpot report like "activitiy timeline" so it shows your activities, and you can automate the sharing for a weekly email to your boss. 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes