New Client Onboarding Process

Welcoming a new client is definitely something to be celebrated in more ways than one! It matters how you welcome a client as the welcoming process can either have them doubt or even regret their decision or it can totally build trust and make them feel like they've made the right decision by choosing to work with you instead of one of your competitors. Learn about how we onboard a client, what system we use at LeapZone and how much of our process is automated because, when you automate the predictable, your can maximize the exceptional. USEFUL PLATFORMS ARE: Keap, Ontraport, Hubspot, Salesforce, Zoho, Pipedrive & Sales Hub just to name a few CRM with automation capabilities.

We are here to help

How was this useful for you? Did it make you realize you need more automation to grow your business? Want a team to help you define your automation strategy and get it implemented for you so you can save time? Fill out our Needs Assessment at www.leapzonestrategies.com/rise

Learn. Do. Thrive.

  

Watch Tutorial:

#clientmanagement  #onboarding  #keap  #automation  #businessprocess  #serviceindustry #clientexperience