Clients: A Process for Getting and Keeping Them

Vet. Get. Set. Fete.

First Name:

Last Name:

Email Address:

Firm Name:

Phone Number:

Products:

Products (L):

SFDC Campaign ID:

SFDC Campaign Status:

Lead Source:

Lead Source Detail:

Industry:

Record Type ID (C):

utm_campaign:

utm_content:

utm_medium:

utm_source:

utm_term:

ppcs:

GCLID:

Number of Firm Employees:

Practice Area:

Current Solution (MyCase):

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		Vetting clients via market segments and niches
		Creating marketing strategies to go out and get those clients
		Why setting clear expectations is the foundation for success
		Much more!