By optimizing your client intake and onboarding process, you can increase your conversion rates, maximize your resources, and focus your efforts on high-potential opportunities.
In this comprehensive guide, we will explore 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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