Advanced support, customizable target market research, step-by-step guideline and more
From getting leads, onboarding, and transiting them into clients, our software provides great place to automate to process. It is fully customizable specific to your preference and can create as many automation process, pipelines, and processes as you like. We also utilize AI to help the automating process as well as custom calendar to book a meeting with clients.
As a valued client of ours, we will do our best to get you setup to our software and our services. To do this, we will be holding a weekly meeting to set you up for the software and have access to our consulting to reach out to your specific target market. We will be building custom target persona specific to your target audience and use advertising to expose your brand as well as building unique selling point.
Additional help from others are always important. For that reason, we have our own private community that only accounting firms can join. These are professionals in their field, willing to help people and grow the business together.
Every firm is unique in there wants and needs. Our pricing is based on a custom plan and strategy that the firm may need in order to best succeed. We create a custom tailored plan of action and implementation for the firm. This process helps us create better more tailored strategies to every firm we come across. If you are interested to see how much it will be for your firm. Feel free to book a call below to get an estimate.
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