Great Client Interactions Don’t Have To Be In-Person
With the ‘new normal’ of serving clients from a distance, Newton is helping you deliver as close to a face to face experience as possible, regardless of your submission platform of choice.
This short video series takes you through 3 easy steps that will turn you into a video conferencing pro. Create an interpersonal experience with your clients, and review the approval package together without ever having to meet in-person.
- How to download Zoom and create a meeting invite
- Send the signing package to your client and invite them to meet virtually to review it together
- Meet your client virtually over Zoom to review and sign the approval package together