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Email Automation for Success

How to automate your customer follow up system and save yourself years of hard work and agony

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


As a professional salesperson or business owner progress in their business, the number of prospects and clients 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 client/prospect communication; thereby freeing up the salesperson’s/business-owner's time to work on the other aspects of the business.

Duration: 1 day

This program is eligible for SkillsFuture Credit.

What you can do upon completion

Automatically send

  1. Greetings/Introduction

  2. Birthday greetings

  3. Festive greetings

  4. Reminders

  5. Product Reviews

  6. Year End - Thank Client

Launch email campaigns

  1. Product Launch/Promotions

  2. Invitation to Seminars

  3. Newsletters

  4. Industry Updates

  5. Request for Referrals/Recruits

  6. Organize get together

*all emails sent will be personalized with the recipients name

What you will learn
  1. Setting up an account

  2. Configuring the database

  3. Importing/updating the records

  4. Creating responsive emails, adding images, sending attachments, creating newsletters

  5. How to create and launch an email campaign to  a large number of people

  6. How to automate, segment and schedule your email campaigns

  7. Managing unsubscribes, bounces and email open rates

  8. Reviewing and analyzing the reports

  9. Case Studies and discussion

Free Preview


Time: 9.30 am to 10.30 am

Venue: Lifelong Learning Institute

11 Eunos Road 8

Level 9 - Training Room 9-2
Singapore 408601

Fee: Free

Trainer: Chong Soon Onn

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This program is suitable for:
  • Sales Professionals

  • Real Estate Agents

  • Insurance Advisers

  • Business Development Managers

  • Small Business Owners

  • Speakers/Trainers

  • Consultants/Coaches

  • Executive Search Consultants

  • Anyone who needs to keep in touch with

*This program has been conducted with thousands of participants across many different industries and have received numerous rave reviews.

their customers on a regular basis

Actual Training


Time: 9.30 am to 5.30 pm

Venue: Lifelong Learning Institute

11 Eunos Road 8

Level 9 - Training Room 9-2
Singapore 408601

Fee: $350.00

Trainer: Chong Soon Onn

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Andy Yam

Derren Lim

Financial Service Consultant


Dear Soon Onn,

I am writing to you to thank you for sharing this wonderful program with me and other fellow agents.

Actually no words can describe the excitement and joy I felt after coming across this powerful marketing tool and now, I can hardly do without it.

My career took off to a another level easily without me going through the hassle to reach out to more people. Now, I reached out to almost 500 people I know every week and they appreciate the information and my presence although I am not REALLY with them.

To reach out to people about new product launches, birthday wishes, industry news and even entertainment / sports news has never been easier.

My business had about 20% increase of sales every month since I started using Email Prospecting For Success. And most importantly, I now have more free time for my families and friends and the awkward feeling of having to bring out sales during such sessions have disappeared. In fact, they now initiated me to share with them more about the stuff that I have emailed to them.

In conclusion, I believe this will help a lot of people even those that are not in this industry.

Thank you again, Mr Chong.


Joann Choo Sze Har

Manager (Financial Services)
Great Eastern Life Assurance Co Ltd
Hp : 9795 2017
Fax: 63457312


Hi Soon Onn,

Thank you so much for your time in having the session with us. It was indeed an 'eye-opener' for me in how efficient and interesting this program is. I have not started using it as I am still trying my best to compile my 'master e-mail list', however I am sure this program will be extremely beneficial.


I will definitely recommend this interesting program to my other colleagues.


Brigid Cheong

Linda Chua & Associates
PA to Linda Chua
Tel : 6417 5595
Fax: 6417 5709


Hi Mr Chong,

It was great attending your email prospecting session, thanks for taking the time in sharing about the knowledge of the marketing tools I found it to be helpful in emailing to life planners and advertising services to clients.

With the new throttle message featured, It is more time efficient and less hassles in retrieving clients databases .

As a personal administrator, it is useful to send important emails to all life planners massively, in a shortest time.

Also, it saved time in informing them of recruitment and organising seminars.

Thanks with Warmest Regards, 

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Linda Chua

Linda Chua
Director, Financial Services
Linda Chua & Associates
Hp: 96377022
Off: 64175117
Representing Great Eastern Life Assurance Co Ltd


Soon Onn,

Thank you very much for sharing such a wonderful email prospecting programme with us.

The software has enabled us to do customized, niche segments of marketing.  We are able to separate out from our data-base according to the type of marketing strategies we want to apply.  For example, targeting all ladies for EPCC and Ladies products, HR officers for B@W, or reaching out to clients to inform them about anything in the pipeline.

I, particularly, like the throttle message feature, as it allow us to time and send messages by batches and only at the clicked of the mouse.

As life planners, this programme is a must know as one of the prospecting tool for our business.

I recommend that everyone should learn how to use this software the soonest possible.

Jamie Goh

吴家敏 (R008882C)
Sales Director
SRI5000 Elite Group of SLP Realty (L3009793I)

Dear Mr Chong,

Thank you very much for providing me a solution. This software has been excellent in assisting me to maintain an ongoing relationship with my clientele as well as my network of other agents. I see no reason why anybody will not be benefited by it!

Thank you once again!

Warmest Regards

Samantha Lim

Master Financial Consultant
Wealth Manager
Prudential Assurance

Hi Soon Onn 

Thanks for a great session on Email Prospecting. It was very useful and I was surprised at the speed of response from my prospects. A simple mailer sent to a group of 22 secured the first deal in 30 mins! Wow.

David Chua

IPP Financial Adviser Pte Ltd
Financial Adviser Representative


I would normally send emails of the same content to my clients individually so that they are more personalised rather than to address them as 'Dear Customer/Client' etc. This would sometimes take up to days to send emails to about 200-300 clients.

I learnt from Soon Onn to 'Mass Email' my clients and am able to save immense time at the press of a button. Yet they think that I have emailed them personally which is exactly  the objective I want to achieve.

Customer response rate has been good ie about 10% and I find this method of emailing to be both time-saving and effective to reaching to a wider base of customers than I would otherwise be able to manually.

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Derren Lim
Jamie Goh
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