Preferred (Most Popular)
Ready to Start?
Is the Preferred package right for you?
This Service Will Create
Predictability
Create predictable results by informing your clients what to expect and what your expectations are
Follow Through
Walk your clients through what they need to have done and the appropriate timeline, so each client follows through with what you ask of them
Organization
Help you organize your firm and clients information so you can focus on important tasks
Scalability
As you grow, we will be by your side with recommendations on how to move your firm forward
Next Step
Interested in seeing how we can streamline your firm, fill out the form below to schedule a conversation.
What you Get!
● Automate 4 customized streamliners
● Streamliners built around your firm
● 1 hour discovery session for each streamliner funnel
● Automated scheduling
● Automated client reminders (email and text)
● Bi-weekly calls
● No long-term contracts
● Implementation period 30 days
Price $1997.00 Per Month
Preferred (Most Popular)
