Description
Your firm has data – on clients, prospects, personnel, invoicing and a range of other issues. Do you use it effectively? Do you know how to capture the right information to create more data-driven (and better) firm decisions? Join Heath for an insightful look at how to capture, collect and analyze the right data – to enhance firm processes, improve billing, create more targeted business development and enrich your client service.
After completing this course, participants will be able to:
⦁ Personalize client service and experience
⦁ Create more targeted business development
⦁ Improve firm processes, and billing