Our process works the same way you do, only FASTER!
Say you are at a networking meeting, or a convention. You collect a bunch of business cards of which there may be a few people you want to connect with. You will then enter these leads into your email system, send them your standard follow up email, and then follow up until you get a meeting. Sound familiar?
Follow up on your leads, establish credibility
Next-level automation means better service and more effective marketing
Our advanced sales pipeline capabilities will standardize your process and move leads right where you need them to close the deal. Plus, keeps track of daily tasks, appointments, and next steps for you.
We even integrate all your systems so that they work as one. This includes, email, calendar, contacts even zoom meetings!
Once you close your deal, we can automate your business even further!
Need information from your client, contracts signed, assign internal tasks to your team? All that is part of an on going process that starts with a prospect handing you a business card and you getting a referrals from your clients.