If you offer SEO services as an agency or a consultant, then your SEO proposal is the first step in s...
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There’s a different breed of investor today, one that wants to meet with his advisor, yet doesn’t necessarily ...
Build a better mortgage client experience with cloud communications | #customersupport #supporticket
Highlights Communication challenges hamper the mortgage industry’s ability to provide exceptional client expe...
10 Signs You May Need to Turn Down a Potential Client
What’s one sign that you should turn down a potential client? Why shouldn’t you try to make it work? These an...
What is a Client Advocate: Tips to Drive Customer Success
Success doesn’t end with simply coming up with a product that solves a problem and then getting a customer or ...
Sample Self Introduction Email to Client (With Template)
Introducing yourself, your team, or your company to a client is one of the most effective marketing st...
Client Rejection Letter (Format & Example)
As a company, receiving a client request can be a major morale boost. It is often an indication that your skil...
Sample Legal Letter to Client Requesting Information [+ Template]
A legal letter is binding and often carries serious consequences when ignored. If you require essential inform...
8 Best Legal CRM Solutions for Better Client Relations in 2020
In this article, I am going to share the top eight CRM solutions for legal firms that will help you build bett...
A day in the life of… Emanuela Recalcati, Director of Client Solutions at Xaxis EMEA – Econsultancy
We recently spoke with Emanuela Recalcati, Client Solutions Director EMEA at Xaxis, to find out more about he...