One of the big advantages of the Automate My Appointments Program is how customizable it truly is. The program comes standard with custom data points designed for the financial and. Never forget another client's birthday, anniversary, or annual review ever again. With the Automate My Appointments program you can automatically send clients personal messages that are branded and customized to.
If you're holding educational seminars or classes, are you staying in front of those who RSVP but don't attend? What about those who do attend, but don't book an appointment. The AMA Program provides solutions for automating several aspects of your business, like daily or repetitive tasks, important client milestones, annual reviews, and also includes age-based milestone triggers on topics like RMDs, Social Security, Medicare and more.
This program is not a silver bullet, it's a smarter way to run and grow your business. Simply put, WE KNOW YOUR BUSINESS. With over 15 years of providing branding and marketing solutions to financial advisors and professionals, we know the obstacles you may be facing and more importantly, the solutions needed to remove those obstacles.
If you're holding educational seminars or classes, are you staying in front of those who RSVP but don't attend? What about those who do attend, but don't book an appointment. The AMA Program provides solutions for automating several aspects of your business, like daily or repetitive tasks, important client milestones, annual reviews, and also includes age-based milestone triggers on topics like RMDs, Social Security, Medicare and more.
This program is not a silver bullet, it's a smarter way to run and grow your business. Simply put, WE KNOW YOUR BUSINESS. With over 15 years of providing branding and marketing solutions to financial advisors and professionals, we know the obstacles you may be facing and more importantly, the solutions needed to remove those obstacles.
Services
One of the big benefits of implementing InfusionSoft and the Automate My Appointments program in your business is the integration capabilities it offers.
AMA helps you connect your website and social media profiles to your CRM.
Why is this beneficial?
By connecting your social media profiles and website to your CRM it allows the two to communicate together saving you time and money.
It also opens the door for you to easily nurture the leads you generate through social media and your website.
When you receive a new page like, are you welcoming them in and nurturing that relationship?
AMA helps you connect your website and social media profiles to your CRM.
Why is this beneficial?
By connecting your social media profiles and website to your CRM it allows the two to communicate together saving you time and money.
It also opens the door for you to easily nurture the leads you generate through social media and your website.
When you receive a new page like, are you welcoming them in and nurturing that relationship?
One of the biggest features of the AMA program, is leveraging Marketing Automation with your prospects and clients.
What is Marketing Automation?
Simply put, marketing automation allows you to easily and consistently engage your prospects and clients through prebuilt campaigns that drive them to take action.
If you're holding workshops or seminars, are you nurturing every prospect who registers?
Even those who don't attend the workshop or those who do attend but don't book an appointment?
If you're like most financial professionals, the answer is no.
What is Marketing Automation?
Simply put, marketing automation allows you to easily and consistently engage your prospects and clients through prebuilt campaigns that drive them to take action.
If you're holding workshops or seminars, are you nurturing every prospect who registers?
Even those who don't attend the workshop or those who do attend but don't book an appointment?
If you're like most financial professionals, the answer is no.
Streamlining your business is easy using marketing automation and the Automate My Appointments program.
Through marketing automation we can help you reduce the amount of time your office spends on important tasks like appointment and consultation reminders, quarterly financial reviews, annual reviews, and more.
When you have a new client, do you have a welcome process that educates them on your business, process and what to expect?
We can help automate fulfillment of your corporate materials and e-materials, staff reminders and follow ups and direct communications right to your client.
Through marketing automation we can help you reduce the amount of time your office spends on important tasks like appointment and consultation reminders, quarterly financial reviews, annual reviews, and more.
When you have a new client, do you have a welcome process that educates them on your business, process and what to expect?
We can help automate fulfillment of your corporate materials and e-materials, staff reminders and follow ups and direct communications right to your client.
Get your business organized with help from InfusionSoft and their cloud-based CRM.
InfusionSoft allows you to keep track of your clients and prospects contact information, purchase history and policy info, lead source, task or appointment history, website traffic and so much more.
Use the information you know about your contacts to send targeted communications that convert.
Create lists based on demographics, lead score, and behaviors like email clicks, purchases, and payment history.
Organize, prioritize, and work through your sales activities in one place.
InfusionSoft allows you to keep track of your clients and prospects contact information, purchase history and policy info, lead source, task or appointment history, website traffic and so much more.
Use the information you know about your contacts to send targeted communications that convert.
Create lists based on demographics, lead score, and behaviors like email clicks, purchases, and payment history.
Organize, prioritize, and work through your sales activities in one place.
In today's crowded marketing environment, Digital Marketing is becoming the preferred method of direct marketers and creative teams for several reasons, like lower marketing costs, improved ROI measurements, and the ability to engage leads in real-time.
Sharp Digital Marketing is proud to power the Automate My Appointments program, and offers a wide variety of additional digital marketing services.
Sharp Digital Marketing; creators of Automate My Appointments, are proud to be a Certified Partner of InfusionSoft!.
Sharp Digital Marketing is proud to power the Automate My Appointments program, and offers a wide variety of additional digital marketing services.
Sharp Digital Marketing; creators of Automate My Appointments, are proud to be a Certified Partner of InfusionSoft!.
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