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Took me 14 months to figure out our agency's client onboarding was bleeding us dry
Kept blaming churn on our sales guys until I actually tracked where new accounts stalled, and it was the same handoff mess every time. Anyone else fix this by writing the process down instead of just talking about it in Monday meetings?
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logansullivan6d ago
Used to roll my eyes at the whole "write it down" thing, figured it was just busywork that slows everything to a crawl. Then we mapped out our own handoff and watched three deals die in the same spot, and I got it real quick. Talking about a fix in a meeting does nothing if nobody can point to the steps on paper.
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