The SolutionHave an automated solution
By creating an automated process, you can use signup forms to ensure all proper information is communicated in a timely manner so that expectations can be met.
Create a signup form for each managed service you offer. Tailor each form to ask for specific information required to complete each service.
Based on the answers clients provide in the initial form, automatically send them additional forms that need to be completed.
Once you have gathered all the required information for that service, automatically send clients a confirmation email with any further instructions or expectations you may have.
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