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80: 7 Tactics to Get Client Documents in Faster
WATCH
▶️ Watch this episode on YouTube
***
EPISODE DESCRIPTION
In this episode, Brandon and Tom do a deep dive on 7 different tactics you can use to get applications & documents in faster from clients, so you can client experience and boost efficiency.
Brandon and Tom discuss:
→ Developing a client roadmap, making it easy, and explaining the "why".
→ Setting deadlines and providing incentives.
→ Looping in referral partners and staying top of mind with social media.
***
TANGO ONTARIO
🚀 Join Team Tango
📧 Email Us → [email protected]
🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
View all episodes
By Brandon Love & Tom Moffat
5
11 ratings
WATCH
▶️ Watch this episode on YouTube
***
EPISODE DESCRIPTION
In this episode, Brandon and Tom do a deep dive on 7 different tactics you can use to get applications & documents in faster from clients, so you can client experience and boost efficiency.
Brandon and Tom discuss:
→ Developing a client roadmap, making it easy, and explaining the "why".
→ Setting deadlines and providing incentives.
→ Looping in referral partners and staying top of mind with social media.
***
TANGO ONTARIO
🚀 Join Team Tango
📧 Email Us → [email protected]
🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***