Get started for FREE. Coaching and Training Included with all packages.
Plan, Build, and Start
Let us help you plan your new business strategy, and build out custom material for your company
We can help you plan your business strategy, marketing material, website, and initial steps to get started enrolling your clients
We can help you setup an existing website you have, or even can build one for scratch. Website included with our Platinum package
Get your website synced to your portal. If you do not have a website, we will build this out for you in our Plan, Build, and Start phase.
Start Boarding New Clients
At this point it is time to start onboarding new clients. Based on your setup, we will be able to help you know what to do, where to go, and how to approach a new client.
Whether you are outsourcing your back end processing or doing the work yourself, onboard a new client with ease. If you are using our referral credit report program then you can synchronize the lead, and credit report data automatically by your customer signing up for a new credit report membership.
Jump right into our training videos, and articles. Schedule one on one training sessions to handle specific questions that you have.
View articles, videos, and get hands on training to help you get started with all key features of your new portal.
Setup Email Marketing
Setup and utilize an email marketing tool to start nuturing your audience. We will show you a few options to get started
If you don’t already have an email marketing program we can help you get started, build content, and sync with your back end portal. We love Mailchimp. Alot of competitors don’t know the real value of how it can be utilized, but we are seasoned developers, and know the in’s and out’s of this platform.
Measure Your Success
Analytical data coming soon! Subscribe below for free to get emails on future updates, changes and much more.