How can I get status on projects and view my deliverables?
All ongoing tasks and projects can be viewed in your client portal. Within your client dashboard, your account manager will write updates and post deliverables for your review and approval.
How do I move someone along the sales funnel?
CRM: Lead, Prospect & Client
What Can I Expect Each Week?
We have worked extensively at making sure we are always on the same page. Please review this video and your proposal. If you still have questions, please book a check-in meeting with your account manager.
What's good way to get ahold of my account manager?
You can call, email, or text your account manager at any time. There is a module in your client portal with all the different communication methods easily accessible. We highly recommend that you set up "check-in" meetings to ensure you get timely responses. Outside of meetings set - your account manager does weekly updates via email.