In this webinar we cover the Welcome Packet feature of AgencyZoom in its entirety. You'll learn all about the features of the welcome packet, how to customize the items included and how to send this to each new customer!

Key Takeaways:

  • What is the Welcome Packet?

  • Components of the Packet

  • Settings

  • How to Create A Welcome Packet

  • Walkthrough of the whole process in AgencyZoom

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