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Email Automation for Success

How to reach out and keep in touch with thousands of customers easily and effortlessly!




1 day


About the Course

Email Automation is the process of building relationships and keeping in touch with qualified customers in a timely manner using automated emails.


As a professional salesperson or business owner progress in their business, the number of customers to keep in touch and follow up with increases. The ability to maintain a consistent yet unobtrusive presence will be paramount in determining who gets the next sale when the client is ready to buy.


Email Automation automates the process of customer communication; thereby freeing up the salesperson’s/business-owner's time to work on the other aspects of the business.


  1. The Power of Email Automation

  2. Getting Loads of Warm Qualified Leads

  3. Setting Up a Customer Database

  4. Segmenting the Different Customer Profile

  5. Creating Responsive Email Campaigns

  6. Working with Pre-Made Templates

  7. Scheduling your Email Campaigns

  8. Automating your Email Campaigns

  9. Monitoring and Managing Campaign Reports

  10. Case Studies and Discussion

  1. Financial Services Consultants

  2. Insurance Agents

  3. Insurance Brokers

  4. Anyone Selling Insurance or Financial Services

Target Audience

Learning Methodology

  1. Presentation/Lecture

  2. Group Discussion

  3. Online Learning

  4. Brainstorm Sessions

  5. Application Exercises

  6. Action Commitment


Chong Soon Onn

Chong Soon Onn

Soon Onn is recognized as one of the foremost experts in insurance and investment planning in Asia. He has more than 3 decades of award-winning experience in the insurance & financial services industry and has received most of the industry's top awards.

He is also highly sought after as a speaker, trainer and curriculum design specialist and has been consulted by numerous banks, insurance companies and financial institutions throughout Asia.

He has coached hundreds of agency leaders to build their own million-dollar agencies and has trained tens of thousands of agents in the area of sales, motivation and leadership. Many of them have gone on to achieve Million Dollar Round Table (MDRT) as well as Court of the Table (COT).

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