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BGS PRO PLAN
Attracting, nurturing, and closing high-quality leads doesn’t have to be complicated. The Pro Plan is designed specifically for financial professionals who want a streamlined system to consistently grow their business. From automated lead generation to effortless follow-ups and seamless client onboarding, this plan does the heavy lifting so you can focus on what matters most—building relationships and serving your clients.
Use the significant advances in technology, including workflow automation and AI, to your advantage.
Turn high-quality leads into lifelong clients with a proven system - no marketing expertise needed
As a financial professional, your expertise is your strength - not marketing. Yet, attracting, nurturing, and closing leads is essential to grow your business. That’s where the Pro Plan comes in. We’ve simplified marketing into a powerful system that does the heavy lifting for you. Now, you can grow your client base consistently and effectively without spending endless time, effort, or money.
Accountants, Bookkeepers, Coaches, Consultants, Financial Planners & Tax Pros
Marketing doesn’t have to be overwhelming. Without the right tools, though:
You struggle to attract qualified leads who are ready to work with you.
Follow-ups and nurturing get forgotten, leaving potential clients to slip through the cracks.
Closing deals becomes frustrating without streamlined systems.
The Pro Plan equips you with everything you need to turn prospects into loyal clients, all in one easy-to-use system.
This comprehensive plan builds on the Starter Plan and includes advanced tools to automate, simplify, and optimize your marketing efforts:
All Starter Plan Features: CRM, Universal Inbox, SMS-Enabled Phone Number, Mobile App, Payment Solutions, Reputation Management, Website, Blog, Chat Widget, Forms, Surveys & Quizzes, Task Management, Reporting, and Unlimited Users.
Voice AI: Automated phone call handling 24/7 to engage leads even when you’re unavailable.
Conversation AI: A chatbot that interacts with website visitors to capture and qualify leads around the clock 24/7.
Content AI: Use AI to generate ad copy, emails, and content frameworks quickly and effectively.
Funnels: Create opt-in pages, lead magnets, and sales pages that convert prospects into leads.
Opportunity Management & Pipelines: Unlimited pipelines to track sales, onboarding, implementation, and more.
Email & SMS Campaigns: Stay connected with automated nurturing campaigns that guide leads toward a decision.
Online Appointment Booking Calendar: Let clients schedule meetings and consultations effortlessly, with automated reminders.
Social Planner: Pre-schedule and automate social media posts across multiple platforms for consistent engagement.
Automated Workflows: Eliminate repetitive tasks with automation, saving time and reducing errors.
Estimates & Invoices: Simplify your billing process with automated estimates and invoices.
Documents & Contracts: Streamline sharing, signing, and tracking of important documents.
Attract high-quality leads using optimized funnels and AI tools.
Save time with automated follow-ups and appointment scheduling.
Stay top-of-mind with consistent email and SMS nurturing.
Save time and effort through automation, giving you more time to focus on high-value tasks.
Easily close deals with streamlined processes for proposals, contracts, and payments.
Losing leads to competitors who respond faster and follow up more effectively ("Speed To Lead").
Missing opportunities to nurture prospects into paying clients.
Spending more time manually managing processes instead of serving your clients.
Fall behind competitors who are using automation and advanced tools to scale.
A steady stream of qualified leads ready to work with you.
More closed deals thanks to automated nurturing and streamlined closing tools.
Confidence in a system that works, so you can focus on your clients.
Your expertise deserves a marketing system that works as hard as you do.
With the Pro Plan, you’ll have the tools to attract leads, nurture relationships, and close deals—all without the stress of managing it yourself.
Don’t miss the chance to grow your business consistently and effectively. Get started today!
Recurring Software Fee: $399/month or $3,990/year (two months free)
One-Time Setup, Customization & Training Fee: Regularly $2,500, now $1,500 (40% off for a limited time)
Payment Options: Pay in full upfront or split into 3 monthly payments of $600
All prices are in $USD
We’ve made it easy to begin transforming your business:
Visit our Get Started & Pricing page.
Choose the Pro Plan and sign up.
Let us handle setup, configuration, customization and training so you can focus on growing your business.
OR
Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Financial Services Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!
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