Client Funnel Blueprint

$50.00 $25.00

A comprehensive client process flowchart showing the steps you should take for each potential client. You will find steps for phone leads, email leads, and online booking system.

The blueprint shows each step that must be taken and how it is documented internally to ensure no one drops the ball on guiding appropriate inquiries into solid bookings; AND Copy of insurance doc showing how we field/track/move inquiries.