Initial Customer Communication
Completion requirements
When a potential client has contacted us about the services we offer, we must get in touch with them. In this section, we cover how to initiate communication with a customer.
First Contact
Upon receipt of a completed questionnaire, a LinkedIn message or an email, WLCF sales representatives get in touch with the potential client. The way in which this is undertaken depends on the time zone and location of the potential client in question.
New leads should be entered into the CRM system that we use, so that the information is available to all those involved.
Examples of initial emails and introductory phone calls can be found in the Examples of Sales Correspondence section.