Streamlining Client Intake + Engagement Process 🡪 Convert More Prospective Clients

Grand I

This presentation will cover how prospective clients first contact your firm all the way through client engagement and onboarding. Learn how to use automation and other time-saving tools to streamline the client intake and engagement process. Understand how Customer Relationship Management (CRM) tools can help with everything from lead gathering to prospective follow-ups to in some cases conflict checking.


Client Experience Marketing