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Automating Your Renewal Process in AgencyZoom with ReFocus AI
Cost: Free for Basic and Full Access Subscribers
Automating renewal servicing is a powerful tool that allows you to be proactive, increases your team’s efficiency, and betters the customer experience. While we will demonstrate this process in AgencyZoom, it can be easily replicated in other systems like ClientCircle, Salesforce, or HubSpot (just to name a few). During the webinar, Colby Tunick, the founder and CEO of ReFocus AI, will share how to build a streamlined renewal process, best practices, and template communications.
