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Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices
$25.00
Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Myke Edelman & Shelley Lightfoot
Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Myke Edelman & Shelley Lightfoot
PREVIEW:
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From Their Perspective – How to be Relevant in Google-Land for Accountants
$25.00Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Pablo as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.
(Purchase of this product will include an Audio recording and PDF copy of the presentation.)
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Attorney
Click play to watch a short video about ‘From Their Perspective – How to be Relevant in Google-Land’
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Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!
$25.00We make mistakes – lots of them. But one thing we know for sure is that the only way to be a leader in your industry is to try new things and then share what you’ve learned with your friends. Get down and dirty with Shelley, Mike, and Brett as they share how we do what we do in the big bad world of digital communications.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, Executive Director, Mike Armstrong, Electronic Presence Director, and Brett Littlewood, Social Media Director
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Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
$25.00How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Darin will explain how to use potential client conversion software while remaining profitable and professional.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Darin Adams
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