ARE YOU READY TO MAKE AUTOMATION ACTUALLY WORK FOR YOUR AGENCY?
HERE IS HOW WE CAN HELP YOU CRUSH IT WITH AUTOMATION
Automation can literally transform your agency. When done correctly, automation can be the single greatest resource for creating time and saving you money. We help you discover what you should (and shouldn’t be automating) so you can realize the benefits as soon as possible.
WE DO IT FOR YOU – Premier
If you are the “Just give me the system and train my employees’ type of person, then this is for you! Premier includes ongoing changes that you will need to make, ongoing training, new employee training, automatic updates to content and campaigns. In addition, you have the option to accept the new automation we develop.
You have 2 options to choose from
1.) Semi-integrated
Includes integrations to automatically bring in new leads into Infusionsoft (Parsey or Zapier), appointment links (Appointment Core, Acuity Scheduling, Calendly, etc.), texting and bots (Fix your Funnel).
2.) Fully-integrated
Includes all of the above integrations with the addition of Slack integration! Slack enables you to bring your automation to a significantly higher level. Informative notifications beyond what you can get out of Infusionsoft alone are distributed to specific channels which simplify to your automation. Slack pulls everything together and everything you need to do is just 2 clicks away. You have to see it
Are you a Dave Ramsey ELP?
***If you purchase an Elite automation system and later decide you want more, we’ll apply full credit towards one of our Premier systems.
YOU DO IT – Elite
If you are familiar with Infusionsoft, tech-savvy enough to handle other software integrations, want to write your own content, and don’t require any ongoing training. In other words, you just need a system set up and running to get you started; then this is for you! Elite includes a fully operating automation system for you to customize however you see fit. We install it, provide you with initial training, and you take it from there. As with Premier, you have two options to choose from:
You have 2 options to choose from:
1.) Semi-integrated
Includes integrations to automatically bring in new leads into Infusionsoft (Parsey or Zapier), appointment links (Appointment Core, Acuity Scheduling, Calendly, etc.), texting and bots (Fix your Funnel).
2.) Fully-integrated
Includes all of the above integrations with the addition of Slack integration! Slack enables you to bring your automation to a significantly higher level. Informative notifications beyond what you can get out of Infusionsoft alone are distributed to specific channels which simplify to your automation. Slack pulls everything together and everything you need to do is just 2 clicks away. You have to see it to believe it.
PURE POTENTIAL INSURANCE AUTOMATION
28 Argonaut, Suite 100, Aliso Viejo, CA 92656