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Course: Creating Customers for Life With a Robust Onboarding Strategy

Recorded On: 07/20/2021

Register for this webinar to learn how a multi-faceted approach to onboarding clients can help solidify new relationships and increase retention. We will discuss:

-The key elements of welcome campaign, including a welcome kit and emails
-The benefit of setting clients up with self-service options
-The value of video and video proposals

Skill level: Intermediate
Track: Business Management
Target Audience: Marketing
Presenter: Shannon Chatman, Safeco Insurance
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members

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Course: Creating Customers for Life With a Robust Onboarding Strategy
Register for this webinar to learn how a multi-faceted approach to onboarding clients can help solidify new relationships and increase retention. We will discuss: - The key elements of welcome campaign, including a welcome kit and emails - The benefit of setting clients up with self-service options - The value of video and video proposals Skill level: Intermediate Track: Business Management Target Audience: Marketing Presenter: Shannon Chatman, Safeco Insurance Length: 60 minutes Price: 99.00 for Applied Client Network Members FREE for Advantage Members You must register to access.