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Articles tagged "Sales & business development"

Showing 31-40 of 150 articles

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The 6-step client onboarding checklist (with template)

Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.

By Steph Knapp

6 min read

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'