{first_name} thank you for joining our Discovery Call! 

This is what automation looks like! (This was built in AE, set up on automation after your discovery call. 

If you have any additional questions, please reply to this email. We'd be happy to assist with those. 

There are so many avenues to go down with Automation. But the biggest take away, is to take it one bite at a time. You will not automate everything in one day, one month, even one quarter. It may take you a year to tackle all your inefficiencies, and that is okay!

Here is a quick breakdown of our Plans for you to sign up on.

Here is what you can expect after sign up: 

• Once you sign up, we must approve your account
• Once approved, follow your wizard to grab a phone number, register it, set up your phone settings, and add team members.
• Once done, your account is live!

• Each account comes with a Agency comes with a Chat Feature in your account. These are tech people, not insurance, so these are your go to for system questions, not "strategy" questions
• You get access to our AE Guide. This is your encyclopedia of all things AE. Use it A LOT. 
  • This guide has a knowledge base, roadmaps, strategies, how to use the system, how do do anything in the platform
• Use our Agency Elephant Facebook Group for help, insights, strategies, and see whats working for other users.
• Join our Facebook lives in the group, or watch them on playback
• Use our AE YouTube Channel
• Feel free to email us at sales@agencyelephant.com for help.

- Agency Elephant Team