You can ensure clients get notifications to their phones and email to remind them to view their pre-appointment presentation. It’s another great touchpoint, and when you use this feature, you have the confidence that the client will be reminded – so you don’t have to double-check.
Not using this feature?
You’re potentially not maximizing your chances of understanding the client By reminding them to view their presentation, which may include a survey or a chance to speak to you – you miss potential touchpoints. You also miss out on a simple (automated!) way to provide excellent service by showing that you are a proactive agency. By turning on pre appointment notifications, you start to build a rapport before you arrive at the door.
- A customisable, polite reminder helps you get the best engagement levels
- So simple to get started – you just set it and forget it!
- By ensuring that clients engage with their pre-appointment presentation, you enhance your chances of success at the meeting itself.
Let’s get you started!
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