Customization · 5 min

Brand your email and SMS templates

Make every automated message look and sound like your agency.

1
Set your logo, brand color and agency name in settings — templates pull from there.
2
Read each core template aloud and adjust wording to match how your team talks.
3
Keep the call to action in every message: a question or a direct link to book.
4
Send yourself the full lead follow-up sequence to experience it as a prospect would.