Of all of the great Halo videos available, this one is going to be the most impactful for me on time savings. This is a very creative use of Custom Fields. I did not previously have a template method for my agreements and have been too busy to address it. My previous process took all of the joy out of renewing my commitment to my customers. It was tedious, to put it mildly. I spent the entire weekend re-designing my sales process around the methods in this video. I may have lost a weekend, but this is going to pay back that time exponentially when renewals and new client setups take place. Thanks to you and the rest of the community for sharing your talent and ideas with the rest of us!
Of all of the great Halo videos available, this one is going to be the most impactful for me on time savings. This is a very creative use of Custom Fields. I did not previously have a template method for my agreements and have been too busy to address it. My previous process took all of the joy out of renewing my commitment to my customers. It was tedious, to put it mildly. I spent the entire weekend re-designing my sales process around the methods in this video. I may have lost a weekend, but this is going to pay back that time exponentially when renewals and new client setups take place. Thanks to you and the rest of the community for sharing your talent and ideas with the rest of us!
Thank you!