Automating Client Onboarding & Payments

Systemizing your client onboarding process is crucial in streamlining your firm's internal workflows while ensuring the efforts you put forth are paid. Effective communication using technology is key in optimizing the client experience and reducing roadblocks that may cause frustration and churn.

Along with Jennie Moore (Moore Details Inc.) we’ll unpack:

- How to uncover what yourclient is clearly valuing to confidently present your service package.

- Effective means to communicate with your client during the prospecting period

*As a bonus we'll provide you with an engagement letter to quickly engage with your new clients.