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Business Growth One - Starter Plan
BUSINESS GROWTH ONE - STARTER PLAN
Stop Losing Business Because of Your Lack of Process & Organization
To grow your firm, you don’t need complex "marketing wizardry." You need a simple but solid process and organization. We provide the tools to easily capture, nurture, and close qualified leads, and we set it up entirely for you. Turn leads into booked appointments - without letting anything slip through the cracks. The Starter Plan implements the minimum tools needed to grow, the Four Pillar Foundation.
Financial Professionals: Work Less & Profit More:
Simplify ► (1) System (2) Strategy (3) Action Plans
Results ► Increase Profit | Save Time, Effort & Money
We specialize in growing small to mid-sized, service-based Financial Businesses: (1) Accountants, Bookkeepers, CPAs & Tax Pros (2) Estate & Financial Planners (3) Financial Coaches & Consultants.
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The Problem:
Ineffective Marketing and Sales Processes ► The "Cracks"
Is your business unorganized? As a financial professional, your expertise is valuable, but your time is limited. Without a solid system, you are likely facing three expensive problems:
1. Communication Fail: checking Voicemail, Email, SMS, WhatsApp, Facebook and Instagram separately means messages fall through the cracks.
2. Follow-Up Fail: Writing leads on sticky notes or spreadsheets, or losing them in email, means opportunities fall through the cracks.
3. Appointment Fail: Wasting hours emailing "When are you free?" back and forth and not sending reminders mean too appointments fall through the cracks.
By building a Four Pillar Foundation, the Starter Plan eliminates these cracks.
The Solution:
Process and Organization ► Four Pillar Foundation
Your expertise deserves a professional system. Don't lose another lead to poor processes and organization. It is easy to learn and implement:
By building a Four Pillar Foundation, the Starter Plan eliminates these cracks.
1. CRM: Capture, Nurture, & Close
Feature: Stop using spreadsheets. A Client Relationship Manager (CRM) organizes your contacts instantly. Keep every lead and client organized in one place. See who they are, what they need, and where they’re at - at a glance.
Benefit: Whether it's a cold lead or a long-term client, you will have their history, notes, and details at your fingertips.
2. Conversations - The Universal Inbox: Never Miss a Message
Feature: Time is money. So is organization. Integrate your Email, SMS, Facebook, Instagram, and WhatsApp into one single conversation stream. One place to find all communication. One place to respond. One place to track. No lost conversations.
Benefit: You respond much faster. You never miss a lead. You save hours every week.
3. Pipeline Management: Trust The Sales & Marketing Process
Feature: A professional business needs a professional sales process. A visual kanban board that keeps your business moving:
> Track every qualified lead and opportunity
> Know exactly what step comes next
> Prevent “forgotten follow-ups” and missed deals
Example Pipeline Stages: Lead → Qualified → Lead Nurture → Booked → Presented → Closed → Onboarded → Client Nurture.
Benefit: You can see the lead status and exactly where every dollar is in your pipeline so no opportunity ever falls through the cracks.
4. Automated Online Appointment Booking: Book While You Sleep
Feature: Leads can book into your online calendar 24/7/365. The system sends automated SMS/Email reminders to the lead or client, drastically reducing "no-shows."
Benefit: Eliminate the scheduling headaches. Send a link, and let your leads book appointments at their convenience based on your availability. More "show-ups" mean more business.
Capture Leads From Your Website, Social Media, Google, and more!
Text messaging is the #1 preferred method of conversation today, so why make your customers call you? Unlock the power of Text Messaging, Facebook Messaging, Instagram DM, and Google Business Chat - all in one place!
Generate FREE Leads From Existing Traffic
Unlock More Prospect Channels
Generate Sales With The Push Of A Button
Turn your database of leads & customers into new sales via email and text-message campaigns whenever you want!
Turn First-Time Customers Into Repeat Buyers
Drag-And-Drop Email Builder
Effortlessly Scale Your Online Reputation
Send review requests with a simple click. Reply to Google & FB reviews in the same place you reply to everything else. Managing your reviews and, most importantly, protecting your brand’s reputation becomes a cinch!
Quickly & Easily Send Review Requests
Read & Reply To New Reviews From Your Pocket
Quick Videos
CRM & Contacts
Conversations (Universal Inbox)
Opportunities & Pipelines
Online Appointment Booking
Maximize the videos for a much better view
The "Done-For-You" Difference
We Don’t Just Give You Software. We Build Your System:
Connect your core integrations (phone / email / SMS / socials)
Set up your Conversations (Universal Inbox)
Configure your pipeline (so it matches or enhances your real process)
Set up your appointment booking calendars + reminders
Install custom assets
Train you (and your team) so you actually use it
Provide support whenever you need it afterwards
Capture Leads From Your Website, Social Media, Google, and more!
Text messaging is the #1 preferred method of conversation today, so why make your customers call you? Unlock the power of Text Messaging, Facebook Messaging, Instagram DM, and Google Business Chat - all in one place!
Generate FREE Leads From Existing Traffic
Unlock More Prospect Channels
Who is This Perfect For?
Financial professionals who want to:
Follow up faster
Book more appointments
Stop losing leads to disorganization
Run a simple, repeatable growth process (without becoming a “marketing person”)
Frequently Asked Questions
1. Do I need to replace my current CRM?
Not necessarily.
Many clients migrate over from their existing CRM.
Others keep their existing CRM and use the Business Growth One CRM for communications, pipelines, and appointment booking.
It is more effective to use the Business Growth One CRM through the lead capture, nurture and close process. Once the lead has become a client, you can move it over to your existing CRM if you wish to keep it.
2. Will this work if I’m not “techy”?
Yes.
The Business Growth One Starter Plan is designed to be simple.
Setup and training is included.
3. Can my assistant or team use it too?
Yes, the Business Growth One Starter Plan includes 3 users.
4. What if I want more automation and advanced features later?
Perfect.
The Starter Plan is the foundation.
There are higher levels, the Pro, Premium and Elite Plans.
You can upgrade when you’re ready.
Generate Sales With The Push Of A Button
Turn your database of leads & customers into new sales via email and text-message campaigns whenever you want!
Turn First-Time Customers Into Repeat Buyers
Drag-And-Drop Email Builder
Limited-Time:
Starter Plan Initial Launch Offer
Build Your Foundation Today! All prices in $USD.
Recurring System Fee:
► $199/month or $1,990/year (two months free)
One-Time Setup Fee:
► Configuration, Integration, Assets, Workflows, Automation, Customization and Training.
► Regularly $599, now $399 (33% savings for a limited time)
Payment Options:
► Recurring system fee: starts 14 days from deal close.
► Setup Fee: Pay in full upfront.
How to Get Started With the Starter Plan
Get The Starter Plan Now:
Click here to go to our Get Started & Pricing page.
Choose the Starter Plan and sign up.
Let us handle setup, configuration, customization and training so you can focus on growing your business and serving your clients.
Effortlessly Scale Your Online Reputation
Send review requests with a simple click. Reply to Google & FB reviews in the same place you reply to everything else. Managing your reviews and, most importantly, protecting your brand’s reputation becomes a cinch!
Quickly & Easily Send Review Requests
Read & Reply To New Reviews From Your Pocket
OR
A Powerful and Affordable System and Services to Help You Grow Your Financial Business. Simplify, Integrate and Automate: Use the Latest Technology to Your Advantage!
877-398-4710 Text Us
120-3850 Dougall Ave #31055, Windsor, ON N9G 2Y2 Canada
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