Rachel Fountain
Client Intake Systems for Professional Services Firms
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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?
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...