Action Plans and CRM · Lesson 8
The Past Clients plan: 9 actions, 2 years
Read the Past Clients plan and understand what enrollment starts.
What it does: Read the Past Clients plan and understand what enrollment starts.
Where to find it: Action Plans Library → Past Clients
Watch out: Template edits reach contacts enrolled later.
Next in this series
Build a repeating quarterly follow-upMade by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.