PersistIQ

🚀 Outbound Cold Emails: <a href="https://www.loom.com/share/814143e2d4984246b92857b158d2fc94" rel="nofollow noopener noreferrer" target="_blank">video</a>

🎯 Inbound (Converting inbound leads + free trial sign-ups): <a href="https://www.loom.com/share/8be256f5aecb42c897a3945c2a829946" rel="nofollow noopener noreferrer" target="_blank">video</a><br>💪 Customer Success/Onboarding sequences: <a href="https://www.loom.com/share/83e1ec80215f402687772399dfb155be" rel="nofollow noopener noreferrer" target="_blank">video</a><br>🗣 Following up + Keeping in touch after meetings: <a href="https://www.loom.com/share/98c59cc6e68e4157a028d9e25b610e52" rel="nofollow noopener noreferrer" target="_blank">video</a>

🤝 Staying in touch post-sale: <a href="https://www.loom.com/share/6be22f0d990c4470aeca919e39dfd203?sharedAppSource=personal_library" rel="nofollow noopener noreferrer" target="_blank">video</a>

Create email-based courses to educate your customers

Email-based Courses

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Email-based Courses

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