video1.0<iframe src="https://www.loom.com/embed/76c351d07517472c8003b4b66bd81198" frameborder="0" width="1741" height="1306" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13061741Loomhttps://www.loom.com13061741https://cdn.loom.com/sessions/thumbnails/76c351d07517472c8003b4b66bd81198-bd631a33f8c07b29.gif98.728In this video, I emphasize the importance of the first seven days of a customer's journey, where clarity is crucial to prevent churn and foster commitment. I outline immediate expectations for new members, including guided preparation for networking to alleviate anxiety. I also introduce personalized momentum checks to assess customer progress and provide real-time resources. Additionally, I suggest incorporating an action step in every email and recommend a 15-minute optional welcome call with a Wealth Team member to enhance the human connection. I encourage everyone to implement these strategies to create a more engaging experience for our customers.