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Scaling “Sameness….”

Partners in Excellence

We carefully construct comparative checklists, identifying the capabilities that set us apart from other offerings—always making sure we check more boxes for our offerings than the competition checks off. We talk about the results our customers get, we talk about our great NPS scores, customer experience, retention.

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Client Onboarding Process: Free Checklist for Service Providers

LeadFuze

Grab our checklist for your New Product Launch Marketing Plan’s Client Onboarding Process. To help you get started, we’ve put together an editable client onboard checklist (with suggested content) in a Google doc: Client onboard checklist. Marketing agencies have to prove themselves by yielding results (e.g.

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Top Ways to Save Time as an Email Marketer

Appbuddy

Let’s explore strategies you can implement today to start saving time—without sacrificing results. For example, sending triggered emails on a subscriber’s birthday adds a touch of personalization to their experience and encourages customer retention. Create process checklists. Email automation. Optimize images. Add pixels.

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Duplicate This SaaS Onboarding Process and Best Practices to Create Raving Fans

Gong.io

Because helping users achieve desired outcomes can increase retention rates. Onboarding has the biggest impact on retention in the customer lifecycle. While some degree of churn is inevitable, a strong onboarding experience can help you increase customer retention and reduce churn rates. Increases net dollar retention.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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Insurance Agent Onboarding Software: Reduce Turnover & Ramp-Up Time

BrainShark

In our experience of working with businesses like MetLife, Allstate, and Liberty Mutual, there are four capabilities to look for when choosing an insurance agent onboarding software: Capability #1: Create and assign checklists of tasks for a clear, step-by-step onboarding process.

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How to create a virtual SKO your team will LOVE

Gong.io

PS: Don’t miss a thing when planning your virtual SKO with our Ultimate SKO Checklist. This cross-functional view ensures that your entire company is working together in the quest to deliver an amazing customer experience and improve retention. . We’ve done all of these at Gong and have been delighted with the results.)

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