OUR 7 STEP PLAN
OUR 7 STEP PLAN
Transitioning Clients
· Announcement video/email
· Client Review Meetings
Learning and Integrating the Sales Process
· Weekly Sales Process coaching calls
· Quarterly Sales Academy training in FL
Integration of Marketing Systems
· Strategic Marketing Game Plan
· Monthly tactical marketing calls
· Requested implementation/training calls
· Drip marketing campaigns
· Workshops/Webinars
Practice Management/Operations
· Strategic staff analysis
· Weekly coaching calls for staff
· Quarterly Training for staff in FL
Technology Upgrades
· CRM/Workflows
· CopyTalk/voice dictation
· Online business metrics
· Calendly appointment scheduling
Marketing Available
· Logo/Branding Package
· Shockwave Folders
· Branded Reports
· Drip Marketing/iContact
· Firelight e-app Integration
· Online business metrics
JOIN THE WINNING TEAM
JOIN THE
WINNING TEAM
Get the same high-quality resources, services, and support offered by others,
but with a personalized approach, tailored to your specific needs and goals.
