James Tuckerman
Client Management
Create Seamless New Client Experiences
Onboarding Forms, Sequences & Storage
Do you take notes when you sign a new client? Where do you store that? Do you have a way to monitor the needs of your existing clients as the relationship evolves? Most people don’t. They manage the onboarding process manually. Which is a big mistake. With B2BDash.io, you can create sign-up surveys and email sequences to automate onboarding.
Create & Sell New Offers to Clients
Batching, Carts & Recurring Payment Plans
When it’s time to launch something new, do you make a list of likely suspects and pick up the phone? Instead, create cart pages (to take the money), registration forms (to collect data) and send batched emails (to test your offer). Could you introduce existing clients to payment plans? The easiest sales are those made to existing or dormant clients.
Never Drop the Ball Ever Again
Actually deliver on your promises, keep clients forever
Here’s the thing about client management. It’s very easy to forget what you promised, where you left things, who is happy and who needs some extra attention. This is not something you can manage using excel and notes in your leather-bound journal. Save those for finances and love poems! With B2BDash.io, you can keep your clients alive and in love with you!
“Regardless of your technical ability you are going to get an end to end result. I was really amazed at how easy and complete it is."
- John Weichard, Product Development Consultant