A Step by Step Guide to Helping Your Clients
Evaluate Their Intake Process

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As a marketing agency, you want your clients to grow and achieve marketing success. To do this, you must be willing to honestly evaluate various aspects of their strategy. The client intake process is an important part of successfully capturing leads and turning them into new cases.

Use this step-by-step guide to help them evaluate their current process and identify areas for improvement. We walk through seven steps of an evaluation process to ensure they are making the most of their marketing investments.

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