EOFY might still be 3 months away, but there’s a few small steps you can take now that will save you valuable time when you need it most.
In this webinar, we’ll help you prepare confidently for EOFY, showing you how to:
- Get templates ready for engaging your clients effectively
- Tag clients for quick filtering and bulk proposal creation
- Prepare your account for effortless proposal renewal for the new year
Don’t miss this session to set yourself up for your most efficient EOFY ever.
