Note:

• Strategy Call Calendar - this is a first-time-only call where we will assess the current state of your sales/ marketing and operational system and give you a blueprint of what you need to work next and/or if we can help you or not

• The processes below are the most frequently asked by our clients to help them streamline their operations:

• Follow-Up Flawlessly - Never forget to follow up with all the contacts, leads and clients you engage in conversations during the week

• Integrate Appointment Booking - Let AI and book appointments 24x7 for you while you sleep

• Get More Online Reviews - learn how you can automate your online review process by having AI and automation streamline asking and responding to your reviewers

• Simplify Proposal & E-Signing - create proposals and collect signatures in one system

• Request & Collect Payments- lets look at all the different ways new customers can pay you - SMS, Tap-to-Pay, ACH and more

• Manage Referrals - learn how you can manage your referral to partners and their referrals to you in one place

• Reduce Employee Training Time - learn how to create SOPs and courses to onboard new employees using video, quizes and standardize your employee onboard training.