SNMC / Professional work
The next step, made clearer.
I created CRM email campaigns for new leads, in-process borrowers, and past clients. Each group needed a different kind of message, so I organized the content around where they were in the relationship.
CRM email campaigns, copy & design
The audience
New inquiries, active borrowers, and past clients who need different information at different times.
Why I took this approach
I kept each email focused on one useful next step. A new lead needs a friendly introduction; an active borrower needs clear preparation; a past client needs a reason to stay in touch.
The creative
Preparation email & follow-up.
My contribution
How I handled it.
I managed the email content and creative across those audiences. I used opens, clicks, and conversions to evaluate engagement while keeping the messages relevant to each stage.
Outcome
The email work supported communication across the borrower relationship, from the first inquiry through ongoing contact with past clients.
My takeaway
Good follow-up needs context. The right message at the right stage is more useful than sending everyone the same update.