Schedule Your ClientLook CRM Success Audit

Schedule Your Free ClientLook CRM Success Audit

Schedule Your ClientLook CRM Success Audit

Hey ClientLook subscribers, have you had a recent Success Audit? A Success Audit is a 15 minute interview conducted by our commercial real estate software experts here at ClientLook. We call them the Success Team and they are dedicated to helping our subscribers get the most out of our CRM.

It doesn’t matter if you’re an experienced commercial real estate veteran who has been using ClientLook for years, or a rookie just getting started. The Success Team knows how to help anyone at any level maximize the use of our platform.

It’s a good idea to have a complimentary Success Audit every six months or so. It’s sort of like a business check up.

The Success Audit Interview

During your Success Audit, we will conduct an interview to understand all the ways that your business could improve using untapped features of ClientLook. Here is a list of some points of discussion:

  • Your Goals

    • Your goals for business growth
    • Your speciality and team roles
    • Client reporting and collaboration
  • Marketing Challenges

    • Optimal list management
    • Email marketing workflow
    • Custom templates and campaigns
  • Optimal Productivity

    • Data import and cleanup needs
    • Integration with 3rd party tools
    • Account customization

Your Personalized Action Plan

Based on your interview, you’ll receive a personalized action plan with professional guidance to help accelerate your success. This report will include a list of resources available from ClientLook to help you meet your goals. We’ll be there to assist you every step of the way.

At ClientLook, we believe that getting off on the right foot is vital to your adoption of any technology tool. We’re committed to helping you supercharge your sales and leasing efforts using the industry’s best all-in-one CRM platform.

Give us 15 minutes and we’ll give you the roadmap you need to succeed. Let us figure out how to move your business to the next level. Fill out the form on the right, or call us today at 888-552-5665 to get the ball rolling.

Not a ClientLook CRM subscriber yet? Schedule a demo to see how our commercial real estate software can take your business to the next level.

About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder


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