Welcome to our guide on managing client relationships effectively with PracticeAxis. In this video, we'll clarify the differences between inquiries, prospects, and clients, providing valuable insights into optimizing your CRM workflow. Let's dive in!
1. Understanding Terminology:
- Clarification of terms: inquiry, prospect, client.
- Usage of CRM (Client Relationship Management) tools.
- Importance of tracking incoming clients and potential clients.
2. Differentiating Inquiry, Prospect, and Client:
- Inquiry: Minimal information, expressing interest.
- Prospect: More significant interest shown, often seeking an appointment.
- Client: Actively receiving services and paying for them.
3. Conversion Process:
- Conversion from inquiry to prospect: Filling out an appointment request form.
- Marking as a client: Showing up for a session after intake.
4. Implementation in PracticeAxis:
- Tagging system: Inquiry, prospect, current client.
- Conversion pathway: Moving from inquiry to prospect to client.
- Utilization for reporting and analytics purposes.
5. Reporting and Analytics:
- Dashboard features for tracking conversions and client journey.
- Data insights on inquiries, prospects, and client conversion rates.
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