Full Sales Process
Full Sales Process
Embedded Files
The Client Success Manager is responsible for the following:
The Client Success Manager is responsible for the following:
Responding to / following up on all leads relating to Admin and Bookkeeping services (not creative as this is Anesha under our brand Wildhouse)
Creating Proposals (Better Proposals)
Converting leads into Sales
Client Success - Welcoming clients and supporting them to successfully outsource
Client Onboarding process (unless being covered by Lainy then they just need to be flagged to the Team Leader to do these)
Client retention - Ongoing Account Management
Daily Tasks:
Daily Tasks:
Hubspot - Click Sales - Tasks - start tasks and complete all tasks that are due
Teamwork - go to "my work" and complete any tasks that are due
Jaymie Sales Daily Tasks.mp4Google Sites
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