Enhance your client experience by crafting a 5-Star Onboarding Process

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