The package includes all the features you need to automate your office!  It seals the leak of ‘little things falling through the cracks.’  Not anymore.  Just customize your package, press go, and watch this Bad Boy Roll!  It’s Incredible.  It includes everything you see below and more. In this package we have even automated your newsletter for you! (getting it out the door MONTHLY is the single most important marketing you can do.) Now, we do it for you! Here are the features:

Referred To As “CRM On STEROIDS” by
TOP Financial Advisors!

Just a FEW of The Features:

  • Welcome NEW Clients to your business NEW Client Welcome Campaign!
  • Nurture Clients with Automated Birthday Cards!
  • Build rapport by Celebrating Clients Wedding Anniversaries!
  • AUTOMATE tracking of NEW Business!
  • AUTOMATE your Annual Reviews…Making Clients Call You!
  • Campaigns to AUTOMATICALLY Gather missing email addresses, important dates, and make gathering high impact clients testimonials easy!
  • Send automated followup tasks to your staff!
  • Automatically remind Clients of your Referral Rewards Program!
  • Get MAXIMUM appointment from workshop’s with automated email, postcards, and tasks for staff to followup!
  • Send Holiday Cards & Emails Automatically Building an Unbreakable Bond!
  • Scan & Attach documents…eliminate other management databases!
  • Turn-Key Client & Prospect Newsletter!
  • Simply customize with photo, address, and get to your printer!
  • Gather boatloads of Referrals each month!
  • Newsletter is delivered to you every month with fresh, new, timely information that clients love!
  • Includes multiple ‘calls to action’ that get people off their butts, to quit procrastinating, and call you!

Investment:
Only $397/mo

 

Would You Like To Have JUST The Newsletter Sent
Straight To Your Email Inbox EVERY Month Ready
To Customize and Deploy!?


Investment:
Only $97/mo