Client Intake & Care Assistant

Communication and responsiveness is essential in any business. Your clients need to be nurtured and know they are important to you. A client intake and care assistant will do just that as they ensure your clients are receiving emails and placed into your CRM.

Freedom Makers can help you be more responsive to current clients and nurture potential clients. A Freedom Maker will manage your email and create "templated" responses for different clients to ensure their needs are addressed. Save time out of your week, knowing that your clients are receiving the attention they deserve.

A Freedom Maker will ensure that no lead goes unanswered. They will communicate with potential and current clients as needed. When bringing on a new client or customer, they will ensure that a workflow exists where their information is captured and they receive the right correspondence from your organization.

In addition to communication, a virtual assistant can ensure clients are scheduled as needed on your calendar. They can also ensure that they receive the proper information from your business. If contracts or proposals are required, your Freedom Maker will ensure those are created, tracked and managed. 

From start to finish, onboarding a new client can be managed by a client intake assistant. And as they update the business’ CRM or project management platform, all you  have to do is check to see where a client or lead is in your overall process.