How we use FLG to onboard customers in 5 easy steps

Sometimes the best gems in a product are the ones hiding in plain sight. Features that quietly do the heavy lifting, but don’t always get the spotlight they deserve. This is one of those features, secure document uploads, and if you haven’t revisited it yet, now’s the time.

At FLG, we work with businesses of all shapes and sizes - but honestly, nothing gets us more excited than helping SMEs unlock transformative growth. Because let’s face it, in today’s fast paced sales world, small teams are often asked to deliver results that look like they came from a much bigger operation. And sure, talent and hustle go a long way. However without the right tools, even the sharpest teams can find themselves overwhelmed by lead volume, endless follow ups, and the constant pressure to convert.

Capturing leads isn’t a one-size-fits-all process. Each business has its own way of collecting information, and often you need much more than just a name and email. Take an insurance quote, for instance - you may need to gather everything from personal details to policy preferences to make sure your team can respond quickly and efficiently.

We all know how important it is to have instant visibility on how your business and team are performing. Those quick snapshots of data, the daily insights, trends, and patterns - are what help you make the right calls, fast. It’s the difference between steering with confidence and driving blindfolded.

We’ve talked about it before, but it’s worth saying again - the humble appointment booking tool doesn’t always get the attention it deserves. It might not be the flashiest part of the FLG platform, but when used properly, it can make a big difference to how you connect with prospects and customers.

FLG has partnered with sister brand Cymba, the go-to business for SMS and Rich Communications Services (RCS) messaging amongst charities and companies looking to improve campaign return on investment.  The project brings WhatsApp directly into the FLG platform, making it easier than ever to connect with prospects through the world’s most popular messaging channel.

When you scroll past posts about FLG, you’ll often see a purple heart popping up when staff talk about our customers or our product. That’s because they genuinely love what they do, the customers they serve, and the team they work with – and honestly, that kind of passion is rare.

Many organisations still rely on spreadsheets to manage leads, and it’s quietly eroding their sales potential.