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How to leverage a Success Audit in ClientLook

Michael Griffin
April 15, 2019 2 mins

A Success Audit is a 15 minute interview conducted by our commercial real estate software experts here at LightBox ClientLook. We call them the Success Team and they are dedicated to helping our subscribers get the most out of our CRM platform. 

It doesn’t matter if you’re an experienced commercial real estate (CRE) veteran who has been using ClientLook for years, or a rookie just getting started. The Success Team knows how to help anyone at any level maximize the use of our platform. 

The Success Audit Interview 

During your Success Audit, we will conduct an interview to understand all the ways that your business could improve using untapped features of ClientLook. Here is a list of some points of discussion: 

Your Goals Marketing Challenges Optimal Productivity 
Your goals for business growth Your specialty and team roles Client reporting and collaboration Optimal list management Email marketing workflow Custom templates and campaigns Data import and cleanup needs Integration with third-party tools Account customization 

Your Personalized Action Plan 

Based on your interview, you’ll receive a personalized action plan with professional guidance to help accelerate your success. This report will include a list of resources available from LightBox ClientLook to help you meet your goals. We’ll be there to assist you every step of the way. 

At LightBox ClientLook, we believe that getting off on the right foot is vital to your adoption of any technology tool. We’re committed to helping you supercharge your sales and leasing efforts using the industry’s best all-in-one CRM platform. 

Give us 15 minutes and we’ll give you the roadmap you need to succeed. Let us figure out how to move your business to the next level.

Already a ClientLook subscriber? Request a free Success Audit to make sure you’re getting the most out of all our features. 

If you’re not a current ClientLook subscriber, schedule a demo today to see how our CRM software can help you take your business to the next level. 

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