Prospect to client, then what?
Congratulations! You've successfully converted another prospect into a client, but now what?
Regardless if they're a new client or old, communication is important to them. So start the new partnership off right by building out an onboarding process centered around them.
These 7 steps utilize the abilities of AgencyBloc's Automated Workflow to help you streamline your onboarding efforts and create a process that's both beneficial for you and your new client.
Bonus! With the help of Automated Workflow, all you have to do is set these up once and your onboarding process will run on its own from there!