Symmetry Onboarding and Lead Management System

2 years ago
15

In this short video, we go through the process of enrolling a brand new Symmetry Agency Owner and the step-by-step procedure for walking them through the onboarding process.

1) Completing the Onboarding Form
2) Signing off on the changes made to the personal profile
3) Signing off on the campaign messaging strategies
4) Building a Flow Chart Message Reply Matrix for the VA's
5) Approving the Ad Post Copy
6) Training on the Spreadsheet and Management system
7) What to expect - 7 Days, 14 Days, 1 Month, 3 months

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