Creating an Effective Client Intake Process
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
In the age of remote working and no-handshake protocols, exemplary welcomes and farewells may seem harder than ever. But just as routines and cultures have changed, so have best practices for orienting new employees, and, as a manager, it’s important...