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How To Automate Service Client Onboarding | James Rose
Manage episode 304372655 series 1532812
Content provided by Benjamin Boman, Alex Glenn, Benjamin Boman, and Alex Glenn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Boman, Alex Glenn, Benjamin Boman, and Alex Glenn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Can your agency onboarding process scale to handle double or triple the amount of new clients you take on now? Slow or high-friction onboarding processes can be a significant bottleneck to growing agencies or service businesses. To help with this, I talked to James Rose from Content Snare to discuss what the approach and tools required to significantly cut down the time and friction in onboarding, and improve delivery and client satisfaction as well, through automation. You can connect with James on Linkedin here.
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Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm
71 episodes
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Manage episode 304372655 series 1532812
Content provided by Benjamin Boman, Alex Glenn, Benjamin Boman, and Alex Glenn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Boman, Alex Glenn, Benjamin Boman, and Alex Glenn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Can your agency onboarding process scale to handle double or triple the amount of new clients you take on now? Slow or high-friction onboarding processes can be a significant bottleneck to growing agencies or service businesses. To help with this, I talked to James Rose from Content Snare to discuss what the approach and tools required to significantly cut down the time and friction in onboarding, and improve delivery and client satisfaction as well, through automation. You can connect with James on Linkedin here.
---
Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm
71 episodes
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Similar to The Marketing Automation Discussion
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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continue reading
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…
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continue reading
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…
continue reading
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