Your Enrollment Season Roadmap: Best practices to increase sales, boost retention, and save your sanity

Date | Time

Thursday, August 31, 2023
1:00PM – 2:00PM



Sponsored by


During the busiest time of the year, it can be near impossible to find the time to create efficiencies for yourself—that’s why preparation is key! In this webinar, we’ll discuss best practices for enrollment season across the board: lead management, quoting & proposals, sales follow-up, client onboarding, productivity, and more.

What we’ll cover:

  • Lead follow-up & sale

  • Client welcome/onboarding

  • Cross-selling & client retention

  • General productivity tips