📺 Client Profile Panel Overview: 7 min
We walk through the Client Profile Panel, highlighting key features like viewing client profiles, managing lead stages, and adding interaction notes.
What is covered in this video
This checklist covers the key topics that are covered in the video in chronological order:
✔️ Introduction to Client Panel (1:00 min)
✔️ Train Team on Client Panel (2:00 min)
✔️ Managing Interactions and Tasks (5:00 min)
✔️ Assigning Tasks and Due Dates (5:45 min)
Here are some of the key takeaways from the video
The Client Profile Panel is a versatile tool for managing both leads and existing clients. It provides quick access to crucial information such as the last plan purchased, how long the client has been with the studio, and their current lead stage. This panel can be accessed by selecting a client's name or using the "View Profile" option.
Adding detailed notes when changing lead stages or tags is crucial for effective team communication. These notes provide context for why changes were made and can help identify areas where staff might need additional training or support. The ability to edit recent notes allows for ongoing updates and ensures the most current information is always available.
The panel offers multiple ways to log interactions with clients, including phone calls, emails, texts, and in-person meetings. This comprehensive interaction logging helps build a complete picture of the client's journey and preferences. Tasks can be created for various purposes, from setting reminders to sharing sales tips and coaching materials with the team.
The Client Profile Panel integrates seamlessly with the Lead Tracker in the Sales and Marketing Center. Changes made in the panel are reflected in the Lead Tracker, allowing for visual representation of a client's journey through different stages. This integration makes the panel a powerful tool for both improving client experiences and optimizing sales processes.