Electronic Signatures Best Practices

May 12, 2020

Signing clients used to be a luxury but it has now become a requirement. Sure, you can subscribe to an eSign tool, but there’s an art around having prospects actually execute these agreements.

Watch this presentation on the best practices for implementing eSign to ensure successful results. You will learn:

  • How to use eSign to decrease the time for getting a new client signature from days to hours
  • How to create the ideal length fee agreement
  • The steps you need to take before your first call…to make it your only call.