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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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