Training Webinar: Prospecting and Fact-Finding Using Asset-Map Discovery
Meet your clients and prospects where they are - online. In this webinar, we'll share how to use Asset-Map Discovery to streamline client data collection online so that you can be better prepared to set clear goals and expectations from the first time you interact with them.
You'll also learn:
How to access Discovery through your administration settings
Best practices for sharing the inbound link with prospects and clients
How to manage your invitations