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Sequential Marketing Programs (aka SMPs) drive so many of our processes!

We’ve recently updated our processes to leverage the following ECRM Features:

  • New Customer Onboarding
  • Follow Up Plans for Opportunities

With a consistent strategy for the 5 critical customer events, you will be able to deliver an outstanding customer experience.  It doesn’t matter who on your team is completing the tasks because we’ve automated the entire process!

Why SMPs?

Quite frankly, simplicity and speed.  We know you can try your best to make an alternative in your system, but are you confident your entire team knows exactly which step to assign next, along with the perfect due date?  Are your new hires going to follow your process each and every time?  How will you quickly know whether the work is getting done without running another report? 
This tool has it all!

Built in Scripts

SPEED SMPs tell you how to use the templates we provide in the Workshop!
We also include text scripts you can easily paste to make it easy to follow our process.

Customizable

We can tailor and create new SMPs to your agency preferences.

Free Updates

Our process is updated monthly with best practices, new scripts/processes, and new SMPs.

Ready to get started?

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