6個協助導師由開展客戶至跟進過程中常用工具

Six Client Onboarding & Supporting Tools

Document Name檔案名稱
Contact List聯絡清單
3-Way Conversation三方對話貼士
New Client Welcome Email歡迎新客戶的電郵
How To Get a New Client Started如何協助新客戶
How To Support Your Client In Their First Week如何在客戶的第一星期旅程中提供支援
Conducting Check-ins進行跟進