Streamline your Client Screening & Onboarding – Automatically!
Going backwards and forwards with potential purchasers takes FOR-EV-ER.
You have to elucidate your insurance policies, what you want from the shopper, and the way lengthy the undertaking will take.
And you haven’t even gotten them to signal a contract but.
Wouldn’t or not it’s good to streamline this complete course of, and on the similar time weed out purchasers who don’t agree with the actual fact you solely settle for scheduled cellphone calls?
That’s the place the Intro Packet Workshop + Template is available in. With this brief, actionable video workshop, Google Doc, and Canva template, you’ll create your individual Intro Packet that walks potential purchasers by means of all of your main insurance policies, the essential steps of the method, and helps each you AND your potential purchasers resolve when you’re going to be an important match.
And the very best half? The Intro Packet template does all that earlier than you waste time going backwards and forwards by way of email or having awkward conferences.
The Intro Packet Workshop + Template will enable you to…
Simplify and streamline your shopper screening and onboarding
Weed out dangerous purchasers automatically–before you waste time on a name or writing a proposal
Impress potential purchasers together with your group and prep them to work with you
Feel assured when responding to new shopper inquiries