Automate the Sales-to-Service Delivery Hand-Off


The first 90 days with a new client is the most influential period in your relationship. It’s like starting a new job; in the first three months you want to put your best foot forward, deliver all of your work on time, and nurture the relationship. Your performance in these three months has a major impact on the longevity and profitability of this new relationship.

However, like most relationships in life, it’s the first impression that holds the greatest weight. So why is it incredibly common for service providers to drop the ball between the close of the sale and the beginning of a new client onboarding in just the first week?

Here's how to avoid the fumble -- and automate your sales-to-service delivery hand-off, care of Mark Sokol, VP of marketing, product and brand, ConnectWise.

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