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When you realize 'winging it' only gets you so far... download our Ultimate Client Onboarding Deck!

Maximize Your Business's Success with Game-Changing Client Onboarding Strategies: They're more likely to refer you to other people, creating more qualified leads to work with you. I even have a template for an intake form, a client welcome guide, a whole plug-and-play Canva template that I actually use for my own agency whenever we onboard clients, a welcome email, how to invoice your clients, booking that onboarding call, and so much more. So again it's a huge, huge value in that second phase of the program which really focuses on getting clear on those offers and what that delivery looks like. Do you have strategic systems in place to help your business grow? #clientonboarding #intakeforms #clientwelcomeguides

4️⃣ Let's Get Visual A picture's worth a thousand words, and a well-designed infographic or short video can do wonders for your onboarding flow. Showcase how to use your product, its benefits, or your company culture in a visual, easy-to-digest manner. #emailmarketing #fullserviceagency #marketingautomation

Unlock the power of clear communication with expert #explainervideos. We have extensive experience working with #estateplanning professionals to help simplify complex concepts and streamline the onboarding process. Here's what we can do: ☑️ Simplify Complex Concepts: Break down intricate legal details into clear, concise explanations for your clients. ☑️ Streamline Onboarding: Use video as effective onboarding tool to save time and resources. ☑️ Enhance Client Engagement: Engage and inform clients with visually appealing content throughout their estate planning journey. Want to give your practice a competitive edge? Let's create videos that set you apart in the estate planning industry. #WealthManagement #DiigitalCreativeAgency #VideoMarketing

🎄 7 Days to Christmas 🎄 Day 9 brought us the Template Allocator which streamlines projects, while Day 8 showcased our customizable landing page feature that tailors your RedEye experience. So, what's in store for Day 7? We're sharing a tool that simplifies sharing crucial information and enhances collaboration on drawings, without interrupting the workflow. Discover the feature in today's Advent Calendar reveal. #12DaysOfChristmas

🎄 7 Days to Christmas 🎄 Day 9 brought us the Template Allocator which streamlines projects, while Day 8 showcased our customizable landing page feature that tailors your RedEye experience. So, what's in store for Day 7? We're sharing a tool that simplifies sharing crucial information and enhances collaboration on drawings, without interrupting the workflow. Discover the feature in today's Advent Calendar reveal. #12DaysOfChristmas

Staying organized and efficient is crucial for success in the competitive world of creative agencies. Our latest blog dives into why Deltek WorkBook is the top choice for medium-sized ad agencies. With features designed to enhance collaboration, financial management, and client satisfaction, WorkBook is more than just a project management tool—it’s a comprehensive solution tailored for creative excellence. Explore our comparison with other tools and see how WorkBook can transform your agency’s workflow. #CreativeAgency #ProjectManagement #AgencyLife #ProjectManagementTools

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Recently, I've been diving into workflow cleanup and crafting new processes, all within Notion. 🧹✨ This tool astounds me with its organizational prowess–serving as a versatile intranet and internal resource hub, it's both aesthetically pleasing and incredibly user-friendly. An all-in-one solution that's a joy to work with–I'm a fan! #ProductivityTool #Sales #WorkflowOptimization

Introducing REV Execution on Demand! Are you tired of missing deadlines or struggling to scale up your business? Our platform connects you with a team of vetted assistants who can help execute your projects efficiently and effectively. From social media, bookkeeping to sales and business development, we can provide the skills and experience to maximize your productivity and save you time. Say goodbye to stress and hello to success with REV Execution on Demand. Try us out today! #REVExecutiononDemand #projectexecution #teamofexperts #success