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After you have generated a link from Yext, you will generate an email and send it over to the client following these steps.

1. Open Outlook.

2. Click New message.

3. Copy and paste the following message:

Hello [Primary Contact Name],

I'm [Your Name] and I'm very excited to get you started with your business directory listing!

In order to get the most out of your directory service for [Dealership Name] with us, I would like to ask you to authorize the connection of your existing directories to our platform. Please follow this link at your earliest convenience to initiate the process:

[Link]

For security purposes, the link will expire in 12 hours. If you have missed the window, no worries! Just reply to this email, and I will send a new link over. Thank you for helping us enhance your directory listings!

Sincerely,

[Signature]

4. Edit fields in [brackets] and ensure you have the correct information for the client.

5. Send the email.

Next Step: Outreach Schedule & Updating the Trello Board