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Add occupation-based email tags from refinance quiz entrants

Your refinance quiz entries arrive untagged, leaving borrower types mixed and email campaigns unfocused. Tagging respondents by profession enables targeted sequences and same-day follow-up.

Add occupation-based email tags from refinance quiz entrants

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Overview

As founder you can't let high-intent borrowers be lumped into generic campaigns; mis-segmentation leaves refinance opportunities unpursued. This workflow tags quiz respondents by profession so campaign managers can send tailored sequences and prioritize outreach within minutes.

Add occupation-based email tags from refinance quiz entrants