SERVICES IN THIS AREA INCLUDE:

• Assistance with new client on-boarding.

• Completion of and follow-through of new account applications including insurance apps.

• Execution of all client servicing items, including the paperwork, company phone calls, & client contact.

• Organization & management of RedTail CRM.

• Set up cloud based file sharing & client folder organization

• Schedule and manage client appointments and your calendar

• Client meeting preparation

• Event & Travel planning/ management

SERVICES IN THIS AREA INCLUDE:

• Website creation, Domain purchasing (url), hosting, & maintanence.

• Website review and critique for improvements

• Video and audio files to added to your website.

• E-commerce set up

• Automations built into your Website or set up for marketing purposes

• Send out email broadcasts to your customer database announcing/promoting your services

• Event planning including promotion, invitations, accepting payments, catering, supplies, etc.

• Webinar set up, support, promotion &training

• Social media set up, as well as on-going management

• Services in this area include:

OTHER COMMUNICATION/MARKETING SERVICES INCLUDE:

• Electronic letterhead, business card design

• Auto-responder creation including Missed-Call-Text-Back

• Customer surveys

• Create, format and publish your newsletter

• Other Technical Writing

We will complete a needs analysis. Offer solutions. And, implement those solutions.