Free training for agency owners, consultants, and service providers.
Close, Onboard, and Retain Clients with
Well-Defined and
Repeatable Processes
Create a Standardized Sales Process to Win New Clients
13:30
One thing that all top-performing sales teams have in common is managing their pipeline in the best possible way.
Learn how to track your sales pipeline and know at all times where your prospects are in your sales process, and what you need to do in each stage.
Learn how to make a repeatable process in order to create a routine within your sales department and ensure your sales never stagnate, only improve with time.
Learn how to close more clients and improve your sales performance altogether by tracking your current performance and forecasting future results.
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Build an Outstanding Client Onboarding Process to Reduce Churn
10:26
If you don’t want your clients feeling like they’ve made the wrong choice picking you, you’ll need a great onboarding process.
Demonstrate value to your clients immediately in order to lower churn rates and improve retention.
Create a repeatable onboarding process that will help you and your team be more efficient, and ensure that each client is satisfied from the get-go.
Build a strong relationship with your clients by outlining your actions and mapping milestones right from the start.
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Design a Work Management System That Will Retain Clients Long-Term
10:13
The best clients are happy clients, and to make them happy you’ll need to have a solid work management system in place.
Manage and exceed client expectations by having tasks, deliverables, and all details in a single place, easily accessible by the client.
Establish the scope of the work you need to do at the beginning of each project and have your team successfully avoid scope creep.
Measure your success by setting key performance indicators for all of your projects, and then regularly track KPIs for the best results.
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Hear More from Teams Like Yours
Joe Davis, Software Engineer
Rommel C. Caibal, Agency Owner
Mladen Maksic, Founder and CEO
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Workspace
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Storage
Includes Basic Features
Includes All Pro
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in
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Forms
Attributes: Formula,
Rating, Custom ID
Automations:
Recurring
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Automations: 100 per
board
Automations Runs:
10,000
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monthly
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