By optimising your client intake and onboarding process, you can increase your conversion rates, maximise your resources, and focus your efforts on high-potential opportunities.
In this comprehensive guide, we will explore the top strategies for client intake and onboarding:
- Understand where your best clients come from by looking at past data to see what’s working and what isn’t.
- Follow up with leads promptly, keep them engaged, and build trust to earn their business.
- Get feedback from your team to figure out if the leads are a good fit for your firm.
Plus, we’ll show you how to maintain a robust intake pipeline, enhance client relationship management, and automate processes for better efficiency.
Download this free guide to get started today!
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