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The Four Phases of The Client Journey

Thu, Mar 10, 2022 · 9:30 AM · Pacific Time (US & Canada)
About This Webinar

In this webinar, we go through the four stages of the client journey once they have decided to work with you. The four stages are: Lead, Onboarding, Active Client, and Off-boarding. We will go through the purpose of each stage, how to optimize your workflow for each stage, and small tweaks you can make to help your clients have a better experience!

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter Ann Losinski
Customer Experience Consultant
Ann Losinski, Dubsado Certified Specialist, is the founder of The Creative's Companion LLC where she helps serve other business as a Customer Experience Consultant. She has been using Dubsado since 2017 as a tool to help her automate client experience and uses it frequently while helping others to streamline their own client's journey.

She loves systems, automation and enhancing the client experience for all types of business owners - from photographers to podcasters, to anything in between. Ann believes every business owner should have freedom to detach themselves from their business. She believes that freedom can be found by harnessing the power of systems and automation.
Hosted By
Dubsado webinar platform hosts The Four Phases of The Client Journey
Our webinars are the perfect place to learn how to get all set up in the system and get inspiration and ideas with how to utilize all the awesome things Dubsado has to offer.

If you cannot make it at the time and day, that is okay. If you register, you will receive a recording of the webinar.
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