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A Powerful, All-In-One & Budget-Friendly, Marketing Automation System, With Services and Support, To Help Grow Your Financial Services Business

BUSINESS GROWTH SYSTEM OVERVIEW

Want To Find More Clients, Keep Them Longer & Expand Profit?

With the features of our business growth system, you will discover many easy ways to attract and capture more qualified leads, nurture them with value, and convert them into loyal clients. You will gain insights into the most effective strategies used by highly successful financial firms to grow their businesses.

Facing challenges in your professional services businesses

Our all-in-one growth platform allows you to consolidate your tools in one place, save you money and simplify your entire delivery process. With everything at your fingertips and automated, you can focus on keeping your clients happy. The Business Growth System is your key to scaling your company. By simplifying, integrating features and offering workflows and automation, you can close more deals and expand your service offerings.

We Help Financial Professionals Work Less & Profit More!

Accountants, Bookkeepers, Coaches, Consultants, Financial Planners & Tax Pros

Perfect Sales & Marketing System

To reach the sales and profits you desire, your business doesn't need a big name, large staff or a lot of money. However, it does need two things:

  • 1. A powerful and affordable automated SYSTEM

  • 2. A solid and proven STRATEGY (don't just throw tactics at the wall to see what sticks!)

  • BONUS: CONSISTENCY, which an Automated System can provide.

Attract & Capture New Leads

The Business Growth System is a Full Suite Platform for financial businesses, including a full featured Page Builder.

  • CREATE FULL WEBSITES, FUNNELS, OPT-IN & LANDING PAGES: Create high-performing and captivating sites and landing pages all in one place!

  • DRAG & DROP SURVEYS, QUIZZES AND FORMS: Capture leads through Surveys, Quizzes and capture Forms. Integrate directly with our page builder or embed them on your own sites.

  • ONLINE APPOINTMENT SCHEDULING: Capture appointments and request appointments., all in one straightforward flow. Send automated reminders.

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

Nurture Qualified Leads Into Clients

The backbone of the Business Growth System is what you are able to accomplish after you capture the lead.

  • EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS: Our Multi-channel follow up campaigns allow you to automate engaging follow ups.

  • CREATE MULTI-CHANNEL CAMPAIGNS: Connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.

  • TWO-WAY COMMUNICATION ON ANY DEVICE: Our full featured mobile app allows you to communicate with your leads on all devices. See mobile device views.

Fully Automated Online Appointment Booking

Automatically book leads and prospects to your calendar without lifting a finger.

  • AUTOMATED NURTURE CONVERSATIONS: Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.

  • FULL CUSTOMIZATION OF MESSAGING: Use our campaign builder to customize the messaging.

  • ARTIFICIAL INTELLIGENCE BUILT IN: The Business Growth System allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.

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

Create A Membership, Courses & Online Community

Create a thriving Course Membership and Online Community by using our built-in Membership & Community Platform.

  • FULL FEATURED & UNLIMITED COURSE MANAGEMENT: Build full courses with unlimited video hosting, users, offers, and products for your courses.

  • OFFER FREE AND PAID COURSES: With our full platform you can sell courses or offer courses for free, all in one product!

  • BUILD & INTERACT WITH YOUR COMMUNITY: Enable your members to connect under your brand to increase engagement and retention, and gather valuable feedback.

Close More Deals

The Business Growth System gives you all of the tools you need to attract, capture and nurture leads, now it is time to close.

  • MANAGE YOUR WORKFLOW AND PIPELINE: With our built-in Pipeline Management feature, you can keep track of where your leads are and what stage they are in your sales funnel.

  • COLLECT CLIENT PAYMENTS: We integrate directly with Stripe and Paypal so you can collect payments on websites, funnels, direct links and even when someone books an appointment.

  • ANALYTICS & REPORTS IN ONE PLACE: Our dashboard keeps an overview of where your leads are, and how much money has been generated on each phase.

Support & Guidance When You Need It

We are striving to offer the best possible support to our customers.

  • MAKES SWITCHING EASY: Within the platform we can import from your previous marketing tools.

  • MULTI-CHANNEL SUPPORT: Reach out to our support team with our Live Chat options, Email, SMS, Online Meeting, Social Media or even Phone to assist even further.

  • 24/7 SUPPORT: Our support team is 24/7 with world-wide support.

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

Impressive System With Impressive Benefits

These powerful tools, designed to simplify your marketing efforts and boost your revenue, will help you attract and capture qualified leads, nurture and close those leads, and retain and resell like never before.

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CRM & Contacts

Keeping track of leads and clients doesn’t have to be a headache. The Business Growth System helps you stay organized, follow up effortlessly, and manage all your client interactions in one place. No more scattered notes or lost emails - just a simple, streamlined system that helps you grow your business with ease.

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Reputation Management

Your online reputation can make or break your business. With the Business Growth System’s Reputation Management tools, you can automate review collection, monitor feedback, and respond to reviews - all from one easy-to-use dashboard. Build trust, attract more clients, and stand out from your competitors with a strong and credible online presence.

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AI Employee

Imagine having an extra set of hands to handle your marketing, answer client questions, and create content - all without hiring or lifting a finger. The Business Growth System’s AI tools help you write emails, generate social media posts, create images, and even converse with leads through voice or chat. It’s like having a virtual assistant working 24/7 to keep your business running smoothly.

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Email Marketing

Stay connected with your clients and turn leads into loyal fans with easy-to-use email marketing. The Business Growth System helps you send professional-looking emails, automate follow-ups, and track results—so you can keep your business top-of-mind without spending hours on email.

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SMS (Text) Marketing

Want a fast and easy way to reach your clients? The Business Growth System lets you send personalized text messages, appointment reminders, and special offers right to their phones. It’s quick, effective, and gets your message seen—no more waiting for emails to be opened!

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Website Generator

Need a professional website without the high cost and hassle? The Business Growth System makes it easy to build a fast, sleek, mobile-friendly site that showcases your brand and attracts clients. With drag-and-drop tools, Calls To Action (CTAs) and built-in SEO features, you can create a website that not only looks great but also helps grow your business - no tech skills required!

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Funnel Builder

Turning website visitors into paying clients just got easier! The Business Growth System helps you build step-by-step sales funnels that guide potential clients from interest to action. Whether you're capturing leads, booking appointments, or selling services, our simple drag-and-drop builder makes it easy—no tech skills needed!

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Social Media Posting

Keeping up with social media can be time-consuming, but it doesn’t have to be! The Business Growth System lets you schedule and post content across all your social media accounts from one easy-to-use platform. Stay consistent, keep your audience engaged, and grow your online presence - without the daily hassle!

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Blogging

Share your expertise and attract more clients with easy-to-create blog posts! The Business Growth System helps you write, publish, and optimize blogs that bring more traffic to your website and position you as a trusted expert in your field. No need to be a writer - just share what you know, educate, and let the system do the rest!

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Missed Call, Text Back

Never lose a potential client just because you missed a call! With the Business Growth System, if someone calls and you can't answer or it's after hours, they automatically get a text message. This keeps the conversation going, helps you connect faster ("Speed to Lead"), and turns missed calls into new opportunities - without lifting a finger!

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Automated Workflows

Stop wasting time on repetitive tasks! The Business Growth System lets you automate follow-ups, reminders, and client communications so nothing falls through the cracks. Set it up once, and let the system handle the busy work—giving you more time to focus on what really matters: growing your business.

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Forms, Surveys & Quizzes

Easily gather valuable client insights and turn visitors into leads! The Business Growth System lets you create custom forms, surveys, and quizzes to capture information, get feedback, and engage your audience. Whether it’s a simple contact form or an interactive quiz, you’ll collect data effortlessly and use it to grow your business!

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Communities

Build a thriving community around your business! With the Business Growth System, you can create private groups, discussion boards, and interactive spaces where your clients can connect, share insights, and support each other. Strengthen relationships, boost engagement, and position yourself as a trusted leader in your field - all in one place!

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Courses

Share your expertise and generate revenue by creating and selling online courses. With the Business Growth System, you can easily develop, market, and deliver high-quality educational content. Offer free or paid courses, build membership programs, and provide exclusive content to engage your audience while growing a steady income stream. You can also develop your own internal staff training system.

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Memberships

Turn your expertise into a steady revenue stream by offering exclusive content through memberships. With the Business Growth System, you can create a members-only area where clients get access to premium content, special offers, and personalized experiences. Whether it's ongoing education, coaching, or insider perks, memberships help you build stronger relationships while generating predictable recurring income.

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Newsletters

Keep your clients and prospects engaged with regular, value-packed newsletters. The Business Growth System makes it easy to create visually appealing and informative emails that keep your audience updated on industry news, special offers, and expert insights. With built-in tracking, segmentation, and automation, you can send the right message to the right people at the right time - boosting engagement and strengthening relationships effortlessly.

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Link In Bio

Make it easy for your audience to find your most important content, offers, and links in one place. With the Business Growth System’s Link in Bio feature, you can create a trackable and customizable landing page that directs visitors to your website, booking page, social media, or special promotions. Track clicks, analyze performance, and optimize your marketing strategies to drive more traffic and conversions effortlessly.

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Metrics & Analytics

Get clear, actionable insights into your marketing and sales performance with the Business Growth System’s built-in analytics. Track key metrics, monitor trends, and measure the success of your campaigns in real-time. Understand what’s working, optimize your strategies, and make data-driven decisions to grow your business more efficiently.

Our All-In-One System Saves You Money!

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Stop Duct-Taping Together Your Marketing Tools!

Why struggle with juggling multiple apps and platforms when you can streamline everything into one powerful, all-in-one marketing system? The Business Growth System gives you everything you need: a solid foundation, ability to attract and capture leads, nurture and close those leads, then retain and resell to your clients - without the hassle of managing disconnected tools.

  • Capture More Leads: Easily collect and manage leads with a robust CRM, high-converting website builder, and automated email and SMS campaigns.

  • Nurture Prospects Effortlessly: Keep leads engaged with automated workflows, seamless appointment scheduling, and a fully integrated e-commerce solution.

  • Close More Clients: Strengthen trust and credibility with built-in reputation management, automated review collection, and interactive online communities.

It’s time to simplify your marketing, save time, and grow your business - all with one affordable and powerful system. Let's get going!

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Are you a Financial Professional and part of an Accounting, Bookkeeping, Coaching, Consulting, Financial Planning, or Tax Business? We can help you GROW, MANAGE and IMPROVE your firm.

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