Contact Client to Schedule Kickoff Call

  1. Schedule a time with your client to have a kickoff call with the kickoff call setup email. Use Sharpspring’s smartmail

Kickoff Call

  1. Make a copy of the client kickoff call doc for you to take notes on
  2. On the day of the kickoff call ask your client the introductory questions and the questions for any services they have.  The client kickoff call doc is a great guide!
  3. When you are finished with the call, transfer any pertinent notes to the notes section for your client in SharpSpring

Kickoff Call Follow Up Email

  1. Send your client the kickoff call followup email using Sharpspring’s smartmail