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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Revenue Consultation

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:

1. Document the discussion including your requirements, interests and challenges

2. Educate you on the power of Lead Liaison's Revenue Generation Software

Revenue consultations typically take around two hours.

Quick Start Program

Revenue Review

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:

1. Provides an opportunity to reflect on the past month - did we meet our goals? where did we fall short? how could we improve?

2. Gives us valuable input on what is useful or even what's not useful - what could we do better?

3. Ensures you're getting the most out of the platform

Support