EPISODE · Jun 13, 2026 · 36 MIN
Using Tech Tools to Streamline Client Intake and Attribution
from TA Intel · host TA Advisors
In this episode, Aaron Phelps from the NorCal SBDC,discusses how their entrepreneurial support organization has used technology tools to improve the customer experience through streamlining the client intake process and build its credibility with key stakeholders through increased impact data.
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This episode was published on June 13, 2026.
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