Workflow for Insurance Sales Script

[Barbara Sarti]

I need helping creating a workflow that inserts the information I add into a client qualification form, and quotes into the sales script to be used on the 2nd appointment.

 

[Pabblymember11]

Hey @Barbara Sarti

Could you please tell us what application you are using for creating a sales script? So that we can look into it and can guide you accordingly.

 

[Barbara Sarti]

I'm using Google Docs

 

[Pabblymember11]

Hey @Barbara Sarti

Regarding your concerning workflow, you can refer to the following video tutorial.

For more - https://www.youtube.com/@Pabbly/search?query=Google Docs reciept