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How To Automate & Streamline Your Client Intake Process
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How to automate & streamline your client intake process. We ALL have 5-10 qualifying questions or due diligence (DD) questions we ask prospects/clients.
Why not establish an intake form or survey to get the questions out of the way up front before booking a call? This will allow you to streamline & automate the process, save time, and have more CLARITY and focus walking into your meeting.
Due to the nature of my business, I can't necessarily run an ad directly to this page to apply for business financing. Although I can share it organically. It can also be imbedded into other pages or you can create a landing page (face page) that redirects here after form submission. You just want to make sure that you push their name, email & number over to this form when you redirect them as well.
Why not establish an intake form or survey to get the questions out of the way up front before booking a call? This will allow you to streamline & automate the process, save time, and have more CLARITY and focus walking into your meeting.
Due to the nature of my business, I can't necessarily run an ad directly to this page to apply for business financing. Although I can share it organically. It can also be imbedded into other pages or you can create a landing page (face page) that redirects here after form submission. You just want to make sure that you push their name, email & number over to this form when you redirect them as well.
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