Rachel Fountain
Client Intake Systems for Professional Services Firms
- 3
- Followers
Most firms think they need more leads.
But often the real issue is what happens after the enquiry arrives.
Phone calls, emails, website forms and referrals end up in:
- inboxes
- spreadsheets
- notebooks
- different staff members
Following up becomes inconsistent.
Enquiries get...
Hey, I'm Rachel completely new to Contra.
Millennial over here so this feels like a new world!
What's your top 5 tips to get started?