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Type: Send Email
The Initial Contact step is the starting point of the business workflow process. It involves receiving inquiries or requests for services from potential clients through various channels such as phone calls, emails, social media, or referrals. During this stage, the initial contact with the client is established and a brief understanding of their needs and expectations is gathered. Key activities performed during this step include: * Responding to initial inquiries in a timely manner * Collecting basic information about the client's requirements * Providing an overview of available services and packages * Establishing a rapport with the potential client to build trust The goal of the Initial Contact step is to effectively initiate communication, generate interest in the business's offerings, and lay the foundation for further engagement. By executing this step efficiently, businesses can set themselves up for successful progression through the workflow process and increase the likelihood of converting prospects into clients.
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