Hello Pack revamped!
Grow my business
Find and keep clients
CSM
We’ve been saying hello to our clients digitally for some time now (well before COVID) with the Hello Pack. And now it’s had a makeover!
The Hello Pack has been revamped to show off you and your services even better than before.
Why send clients a Hello Pack?
- It's your professional and personalised first touchpoint with clients
- Introduces you, positions your services and the process
- Links straight to the Online Fact Find and eSign
- Plus, it keeps you safe with the updated, BID-ready credit guide
How Lisa Bridgett links the Hello Pack to Calendly.
It's BYOB friendly - of course!
Click the image to view the BYOB Hello Pack.
And, check out the Loan Market version too!
Click the image to view the Loan Market Hello Pack.
