Currence - Strategist

Here is an email template you can use to introduce your clients to Currence: <a href="https://downloads.intercomcdn.com/i/o/ml84elge/2330544688/748fe277ec6bb17b8c594c4500a5/Introduction+Email+to+Currence+%28Strategist+to+Member%29.pdf?expires=1784754000&amp;signature=80bef5630df509590fa2c767513ead1121bd61230ea01e69760ebfa8fbb95899&amp;req=diMkFsx6mYdXUfMW3Hu4gVs9%2FisKShydSDJJ%2BooZ8zUZ5HbT1TtB9GJcV1O%2B%0A4A%3D%3D%0A" target="_blank" rel="nofollow noopener noreferrer">Introduction Email to Currence (Strategist to Member).pdf</a>

Download this one-pager to include in your Currence introductory email: <a href="https://downloads.intercomcdn.com/i/o/ml84elge/2330539042/e19fb4cbfdc3339ca44d3daff9e8/Currence_OnePager-8_5x11in+%28no+QR+code%29.pdf?expires=1784754000&amp;signature=8c7ec0c0157db0de786eba599163fa2a4cf99ca4a67e2af6810bdcdb8eed7509&amp;req=diMkFsx9lIFbW%2FMW3Hu4gSO95LvhmUnSxwYc8%2BjPQ%2F%2BLLSRBwl1EpYAG02lf%0Ang%3D%3D%0A" target="_blank" rel="nofollow noopener noreferrer">Currence_OnePager-8.5x11in (no QR code).pdf</a>

Currence_OnePager-8.5x11in (no QR code).pdf

Introduction Email to Currence (Strategist to Member).pdf

Download this one-pager and email template to use when introducing your clients to Currence.

Introduce Your Clients to Currence

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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