How to Revamp Your Client Service System in 24 Hours or Less


One of the easiest ways to continue the momentum after successfully engaging a client is to thoroughly automate the client service process.

This not only ensures you are continuing the WOW experience after your initial meeting but it also helps the client to justify…and feel really good about the investment they just made into your firm.

This process will also make a HUGE difference in how your clients talk about you to their friends, family, clients and colleagues, which will result in far more referrals for you in the long run.

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