The most important time in a new relationship is the beginning. Give your clients a great first impression by setting up the Welcome Kit Campaign! 

In this 30-minute webinar, we’ll demonstrate how you can use this campaign to reach out to your clients and build a personal relationship, right from the start. Watch our webinar replay to learn:

  • What is the Welcome Kit Campaign?
  • Why should I use it? 
  • How do I set it up?

Live Webinar: How to Streamline and Grow Your Agency with Intelligent Automation

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