Customer onboarding sets the stage for the customer’s experience. In this 20-minute webinar, we discuss how to craft a 5-star onboarding process that will enhance your client’s experience with your firm.
During this 20-minute webinar, you’ll discover how to….
- Impress your clients with a streamlined welcome workflow
- Minimize the back-and-forth communication
- Automate your information gathering
- Shorten your sales cycle with only one 20-minute prospecting call
- Use workflow templates and checklists to save time and provide consistency across your firm