Automating Your Client Prospecting Funnel

December 29, 2021

Talk to a Workflow Expert

Do you want to automate your client prospecting funnel and never have to rekey another prospect’s information again? No one enjoys spending their valuable time on repetitive admin tasks - such as rekeying basic client information, setting call reminders, and constantly updating data across multiple platforms. Learn how to leverage the power of automation in Hubly to make your work flow. Hubly’s workflow expert, Olivia Law, teaches how to automatically add new prospects to Hubly through your lead forms and email, automatically categorize new prospects, set smart reminders to help you stay on top of your prospecting phone calls, and utilize scheduling apps to automatically record meeting dates and add client workflows.

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