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BGS STARTER PLAN
As a financial professional, your reputation is everything. Your clients and prospects need to trust you, and your online presence plays a huge role in building that trust. Our Starter Plan is designed to help you take control of your reputation, enhance your online presence, and communicate more effectively - all with tools that are simple to use and built just for you.
Build your reputation and online presence with ease - no marketing expertise required.
Online marketing doesn’t have to be overwhelming or expensive. We know financial professionals like you are experts in your field, not marketing. That’s why we created the Starter Plan - to help you build your reputation, attract new clients, and grow your business with tools that are simple, affordable, and effective.
Accountants, Bookkeepers, Coaches, Consultants, Financial Planners & Tax Pros
As a financial professional, your clients rely on your expertise. But how will they find you if your online presence isn’t working for you? How will they trust you if you have few reviews or a low review rating? Without the right tools:
You miss out on potential clients who are searching for services like yours.
Your reputation could be at risk if you’re not managing reviews and feedback.
You lose time and energy trying to figure out complex marketing tools.
With our Starter Plan, you’ll stop missing opportunities and start gaining the clients you deserve.
We’ve included everything you need to build a strong online foundation:
CRM & Contacts: Keep track of your prospects and clients in one easy-to-use system. If you already have your own CRM, easily transfer contacts to your CRM and continue to use it as you always have.
Conversations (Universal Inbox): Manage conversations from email, text, calls, WhatsApp and social media all in one place.
SMS-Enabled Phone Number: Stay connected with clients via text while keeping your personal number private. Tap into higher-end lead generation strategies using it.
Mobile App: Stay on top of everything from anywhere on your phone.
Payment Solutions: Get paid quickly and simplify how clients pay you using online strategies.
Reputation Management: Automatically request, collect, and respond to reviews on Google and Facebook. This is very important for most local-based businesses. Use automation and AI to make it part of your process 24/7.
Website: Build your online presence with a professional, fast, and mobile-friendly website.
Blog: Share insights to build authority and attract new clients.
Chat Widget: Engage visitors on your website and turn them into leads 24/7.
Forms, Surveys & Quizzes: Easily capture leads and gather client feedback.
Task Management: Keep yourself organized and focused.
Reporting: Understand what’s working and where to improve.
Unlimited Users: Include your whole team with no extra cost.
Build a professional online presence that attracts and impresses clients.
Enhance your reputation by automating reviews and feedback.
Save time and money with tools that are easy to use and require no technical skills.
Gain peace of mind knowing your marketing is handled efficiently.
Falling behind competitors who are actively managing their online presence.
Losing potential clients to businesses with better reviews and visibility.
Spending unnecessary time and money trying to piece together disconnected tools.
More leads and clients who trust your reputation and find you online.
A streamlined process to manage communications, reviews, and payments.
Confidence knowing your business has a solid foundation to grow.
Your expertise deserves to be seen, trusted, and valued.
Let us handle the marketing tools so you can focus on what you do best - helping your clients.
The Starter Plan is your first step toward effortless growth.
Ready to grow your business with less time, effort, and money? Confidently take the next steps towards growth today!
Recurring Software Fee: $199/month or $1,990/year (two months free)
One-Time Setup, Customization & Training Fee: Regularly $1,600, now $960 (40% off for a limited time)
Payment Options: Pay in full upfront or split into 3 monthly payments of $400
All prices are in $USD
Visit 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.
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