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Use this workflow to arrange a regular pulse of team review and feedback meetings
An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients
A simple workflow template for pulling monthly bank statements from Paypal.
A simple workflow with an automated email to request bank statements from clients each month.
A workflow template for setting up a new client pod in Connect4 for clients when they join your firm
A simple process for qualifying enquiries and moving them through your sales process
A simple workflow with an automated email to request feedback and online reviews from your clients every 6 months.
A simple (but incredibly useful) workflow to remind you to send birthday cards to your clients.
A simple 15-step process for writing blog posts that rank on page 1 of Google and convert visitorys into leads.
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