#9516442
Jono Earles
Participant
Jan 22, 2024
Jono Earles Jan 22, 2024

Thanks for the detailed feedback Will.  The report worked really well. Upsold the client – he agreed to upgrade his website and add a couple of pages.

I talked through the report and the next steps with the client. To your point I agree next steps could be clearer. This would help sell in the idea of a investment journey rather than a one off investment. Cheers