Workflows

Increase Conversion Rates

Don't let anyone fall through the cracks and ensure every prospect feels important, so more prospects are converted into customers.

Workflows provide timely reminders when it's time to reach out to a prospect or client.
 

Save Time

Don't waste time or energy reinventing your process every time you meet a prospect or obtain a customer. Consistent and repeatable processes increase efficiency dramatically.

Workflows add a series of reminders to your to-do list, one for each step in a process.

i.e. Sales and prospecting, customer engagement, new customer check-ins, client retention, etc.

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Checklists

Streamline Processes

Complete processes with consistency, predictability, and accuracy improving the buying experience, customer satisfaction, and retention.

Checklists bring all the steps of a process together, so you can see the big picture.
 

Save Time

Never again scour your inbox to figure out where you are on a process. Quickly get all you need to know regarding what you've done and what to do next in one spot.

Checklists show you an entire process at once, with statuses and notes at each step.

i.e. Customer onboarding, transaction details, order fulfillment, quoting, application requests, custom projects, etc.

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Templates

Promote Scalability

Maintain brand continuity, adhere to/enforce compliance guidelines, and deliver a consistent customer experience, no matter who is performing the outreach.

Email templates populate pre-written emails.
Text messages templates copy-paste into messengers.
Call scripts outline what to say.
 

Save Time

No more wasting time writing and re-writing the perfect email, text, or call script at every touchpoint.

Email templates, text messages templates, and call scripts do the leg work for you.

Just choose a template and go!

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Templates

Promote Scalability

Maintain brand continuity, adhere to/enforce compliance guidelines, and deliver a consistent customer experience, no matter who is performing the outreach.

Email templates populate pre-written emails.
Text messages templates copy-paste into messengers.
Call scripts outline what to say.
 

Save Time

No more wasting time writing and re-writing the perfect email, text, or call script at every touchpoint.

Email templates, text messages templates, and call scripts do the leg work for you.

Just choose a template and go!

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