Tuesday May 28, 2024
46: Top 5 Client Journey Tips To Implement NOW
WATCH
▶️ Watch this episode on Youtube
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EPISODE DESCRIPTION
In this episode, Tom shares his top 5 tips to building a solid client journey that will not only wow your clients, but get you more leads and referral partners along the way.
Tom discusses:
→ The 17(!) steps they have in their client journey, including setting milestones for the clients on their side, and where to implement video.
→ A workflow for listing Realtors to grow referral partners.
→ And how to take advantage of a rate-optimization email, which clients see as a huge value add and keep them coming back.
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TANGO ONTARIO
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📧 Email Us → ontario@tangofinancial.ca
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CONNECT
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