Masterclass Series : Sales Funnels + Automations for Accounting Advisory Services скачать в хорошем качестве

Masterclass Series : Sales Funnels + Automations for Accounting Advisory Services

Join our special guest, Mark Stovel Detailed Overview and Walkthrough of how the Sales Funnel is Built This Masterclass will provide an overview of how to utilize SuiteDash’s Automations and Sales Funnel Tools aimed at enhancing process efficiency and optimization for Accounting Advisory Services. This universally useful workflow focuses on the steps of the client journey as they relate to advisory services, but the concepts can be applied to almost any business! With such a high client-involved process, automating the client tasks is key to maximizing the overall efficiency of the process. Focusing on a Sales Funnel to increase Client interaction. With Sales Funnels + Automations for Accounting Advisory Services you will focus on; creating service specific workflows to guide your clients smoothly through their customized sales funnel, using Automations to automatically bring the Client to the service steps that need their attention.