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Send safety plan follow-up emails to recent document viewers

Send safety plan follow-up emails to recent document viewers

Your safety plan viewers often leave without clear next steps, causing interest to cool and consult scheduling to stall. Follow-up emails confirm intent and book consults same day.

Send safety plan follow-up emails to recent document viewers

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Overview

When a prospect reviews your safety plan, you need to follow up before interest cools or consult scheduling stalls. This flow waits a short window, sends a personalized follow-up, and notifies staff so consults can be booked the same day.

Send safety plan follow-up emails to recent document viewers