Description:
A tailored proposal is a valuable first step in the client process.
After a first in-home meeting with a prospect, utilize an inventory to produce a custom Assessment and Roadmap. This document outlines their media collection and scope of work, outlines the organization process, and makes recommendations for backup, storage, and other tools. Pricing options are included. Building the prospect’s trust, confidence, and buy-in, this can increase your chances of converting them to a customer. Learn the steps from prospect booking process to workflows to a polished final product, while viewing a sample Assessment and Roadmap.