Find your Fit
The right support starts with the right fit.
Choose what best describes the way you work.
1
Business Owners
Small Business Owners with a growing business that require their time and attention to servicing clients and need support on back office and marketing/social media tasks.
Pain points
Owner doing too much back office work that takes away time form focusing on client service and strategic networking for client attraction.
Owner is failing in consistently following up on leads and their CRM is not kept current.
Social media presence is poor and inconsistent.
Response time for messages is too long.
Marketing ideas don’t get executed.
2
Insurance and Financial Professionals
Independent insurance agents and financial professionals with a growing book of business who need to dedicate more time to client relationships, prospecting, and revenue-generating activities while receiving support with administrative, marketing, and follow-up tasks.
Pain points
Professionals spend too much time on administrative and back-office work instead of building client relationships and generating new business.
Lead follow-up is inconsistent and CRM information is not always kept current.
Prospecting efforts are difficult to maintain consistently.
Client communications, appointment coordination, and routine follow-ups consume valuable time.
Social media and personal branding are often inconsistent or neglected.
Marketing ideas and campaigns are planned but frequently not executed.
3
Brokers
Real estate Agents/Brokers whose business is heavily dependent on prospecting and follow up so they need to be constantly networking.
Pain points
Leads aren’t followed up quickly and consistently.
CRM is not well managed and current.
Listings are not being marketed effectively.
Agent/Broker spends too much time on administrative work.
Some prospects get lost in the shuffle when things get too busy.
4
Coaches
Executive and Business Coaches that have a growing client base that is beginning to take up most of their time.
Pain points
They need to continue their prospecting but have to dedicate their time to their current coaching engagements and taking care of administrative tasks.
Their personal brand is not being curated and maintained.
Their social media is not active and well maintained.
Losing opportunities for appearing in podcasts and other channels for sharing thought-content.
Messages get lost or follow up is inconsistent.
5
Speakers
Independent speakers that are beginning toga traction with engagements and must dedicate prone of their time to speaking and traveling.
Pain points
Less time for exploring and finding new speaking opportunities and prospect with event organizers.
Their personal brand is not being curated and maintained.
Their social media is not active and well maintained.
They spend too much time doing administrative and logistics work.
