
Episode 53: Importance of New Client Communication
What We Cover In This Episode:
Cherise talks about approaching new clients as a relationship to nurture and develop [1:20]
A look at the different stages of the client sales journey [3:50]
Defining a "new client" and through what part of the process they remain as new clients [6:12]
What types of new client communication are best received today and why [7:13]
Tips and strategies for automation with the new client communication process [11:43]
Quotes:
"New client communication and specific points of contact are going to vary. If you don't have front desk staff versus you have a full front desk…
The skinny
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