Once you've signed up!
Ok, so you've talked with our team, selected the plan that makes sense for you, and you're ready to get started. Congratulations for making an excellent decision for you and your business!
What's Next?
We setup and build out your account: You will get your own local number, and specialized workflows, templates, and autoresponders.
We will optimize and organize your CRM in a way that makes sense for you.
Calling starts: Our ISA team will start making calls for you while you focus on what you do best!
Setting appointments is the goal. We will use a calendar link that you provide to schedule appointments after qualifying the lead.
Nurturing the others: we will update saved searches, send emails about lenders, or assign to a customized drip campaign. Your ISA will keep calling, emailing and texting for up to 1 year based on their activity.
Meet with your pre-qualified lead: Once the lead is qualified and ready for an appointment.
Continue doing what you do best with the peace of mind that we are building your pipeline and taking care of your new leads.
Return on Investment is the name of the game.
By enlisting the support of our team of ISA's, you are making a strategic investment in your long-term success. Our dedicated professionals will contribute to the growth of your business by delivering the tangible outcomes you require: increased appointments, more warm hand-offs, and a higher number of signed clients and closed deals.
