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46: Top 5 Client Journey Tips To Implement NOW
Manage episode 420824711 series 3489252
Contenu fourni par Brandon Love & Tom Moffat, Brandon Love, and Tom Moffat. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Brandon Love & Tom Moffat, Brandon Love, and Tom Moffat ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
WATCH
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EPISODE DESCRIPTION
In this episode, Tom shares his top 5 tips to building a solid client journey that will not only wow your clients, but get you more leads and referral partners along the way.
Tom discusses:
→ The 17(!) steps they have in their client journey, including setting milestones for the clients on their side, and where to implement video.
→ A workflow for listing Realtors to grow referral partners.
→ And how to take advantage of a rate-optimization email, which clients see as a huge value add and keep them coming back.
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TANGO ONTARIO
📧 Email Us → ontario@tangofinancial.ca
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