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Welcome Packet Webinar
Welcome Packet Webinar

Everything you need to know about the Welcome Packet

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

This webinar may contain outdated information, but due to the value of concepts discussed in the video we have left it up for your reference! Reach out to us if you need any clarification!

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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