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DIGITAL | QBR (QUARTERLY BUSINESS REVIEW) EMAIL QBR (Quarterly Business Review is a great time
to Up Sell/Cross Sell your customers.
This email template allows you to set up your recommendations to your clients and make your referrals asking for an appointment to go over your recommendations.
How to send your client the QBR email
1. Login to your Salesforce account.
2. Navigate to the lead/client contact you
would like to send the email to.
3. Click on the drop-down arrow in the right
hand corner. Click “send pardot email:
4. From the drop down, choose the
template “QBR”.
5. Send email.
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