Setting up a forecast in Fathom

Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.

Forecasting is something that many of your clients could benefit from...

Use this simple workflow template for choosing between 3 forecasting options with information on how to set up each, as well as an email template to let your clients know once done.

The workflow also includes links to additional training resources for using Fathom.

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