Sending Leadership Emails

Steps to Send Leadership Emails

1. Identify Leadership and Collect Emails
   • Once a new practice is ready to onboard, the CLOPs team identifies the practice’s leadership.
   • Collect the relevant email addresses for the identified leaders. Note: The leadership contacts do not need to be PicassoMD users.
2. Create an Asana Task
   • In Asana, assign a task to Kana with clear instructions to add the collected email addresses to the ongoing, manually triggered campaign.
   • Be sure to include the addresses needed
   • Campaign Emails (for reference)
     • Leadership Email 1
     • Leadership Email 2
3. Verify Completion
   • Kana will mark the Asana task complete once the email addresses have been successfully added to the campaign and sent.