$350.00 USD

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Onboarding Clients Both Personal & Commercial

What would you do with 30% more time in your day? what would you say if I told you that you could get 30% of your day back, as well as get 15% of your budget back or reduce costs by 15%
 
Starting your automation Journey, you can't fix what you don't know. We have found that figuring out who you are as a brand and business is the first thing you will want to do. In order to truly automate your process, you will first need to write them down.  The best way we know to do this would be to follow the client's journey. Have you or your producer write down your systems and process from the moment a quote comes into the first renewal.