Additional services App partner UK
Advisory engagement workflow using Clarity
A workflow template for identifying areas of improvement in your clients' businesses using Clarity.DOWNLOAD TEMPLATE BOOK YOUR DEMO
Do you want to identify areas of improvement in your clients' businesses?
Use this simple workflow template to set up clients in Clarity's portfolio view and then contact them send them and discuss improvement opportunities.
Includes email templates and instructions on what to do if your clients don't respond.DOWNLOAD TEMPLATE