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Every new Lead Liaison customer goes through an on-boarding process with their assigned Lead Liaison Client Success Manager
to provide them with the best experience possible. This document covers our on-boarding program which begins with a Revenue Consultation, Quick Start Program and transition to support. Once you're on-board, we don't stop short of success. Your Client Success Manager will plan a Revenue Review with you to make sure you're on track and achieving your goals.

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Marketer's have a full plate of responsibilities and face numerous demands from their organization. Seeing the forest through the trees is sometimes hard to do. Lead Liaison's on-boarding process begins with a Revenue Consultation designed to hone in on what's necessary to make your sales and marketing teams successful. Your Client Success Manager will discuss your current and future core marketing initiatives with you to collectively build out an ideal sales and marketing lead management process. As part of our Revenue Consultation we will:

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To ensure your experience is positive, you're maximizing return from Lead Liaison and you're meeting your marketing goals your Client Success Manager will schedule a Revenue Review. The call is designed to look back at the previous sessions to gauge how you're doing against your goals. We'll provide recommendations as needed and take all your input. Revenue Review sessions are intended to be a win-win for both parties. Below is a list of benefits of these sessions:

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