Effective Follow-up With Your CRM (Webinar)

Victoria Glossop
  • Updated

One of the most important things you can do to build your brand and business is deliver a consistent, professional and personalized level of service. And that means effective and timely follow-up! 

Action Plans are the ultimate tool to keep you organized and on track with tasks and communications. Think of them as your ‘play books’ for what to do, and when, with your network of clients. They’ll quickly become the corner stone of your client operations! 

In this webinar we’ll show you how to take advantage of ready-to-use Action Plans tailored for every sales stage and follow-up type. You can easily customize them to reflect your own best practices. 


Duration: 20 minutes 




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