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Smart Client Mangement

The tool to build your business! The smarter way to organise your business from initial lead to long term valued client.

 

For many business owners, the drive to develop your business can be held back by:

  • not enough time

  • far too much to do

  • wearing too many hats

which leads to overwhelm, stress and lost opportunities.

 

 

The Smart Client Management (SCM) packages are the answer.  You get the control over your business, all your data in one place, automatic processes, and create the personal  touchpoints that delight your prospects and clients.

Swap your spreadsheets or multiple systems for the easy to use, powerful software implemented and supported in your business

From:

"scrambling around for your clients and leads details"

To:

“being able to collect and organise all your clients details including custom data ”

SCM Success

  • Online business review and planning

  • KEAP 500 Subscription (£79 pm)

  • Guided Set up

  • Access to Automation Academy (worth £49 pm)

  • Unlimited email support (worth £25 pm)

 

 

 

£99 per month

6 Months Initial Contract

SCM Elite

  • Online business review

  • Online planning meeting

  • Implementation plan

  • KEAP 1500 Subscription (worth £99 pm)

  • Supported Set up

  • Access to Automation Academy (worth £49 pm)

  • Unlimited online support

  • Regular online review meetings 

 

£159 per month

6 months initial contract

SCM Partner

  • 1/2 day business review and planning meeting

  • KEAP 2500 Subscription (worth £139 pm)

  • Concierge set up

  • Access to Automation Academy

  • Unlimited phone and online support

  • Regular review meeting

 

 

£ 199 per month

6 months initial contract

 

Each package comes with 3 bonuses:

Bonus #1  - Unlimited email support 

 

Bonus #2 - Access to the Automation Academy.  Full access to support videos on the KEAP platform along with strategy guides, templates, tools and calculators

 

Bonus #3 - 6 High performing automation added to your account including  Initial follow up, survey and follow up, testimonial gathering, and lead magnet offer.

44% of prospects don't become clients because there was no follow up
Take your FREE Test Drive

Take the software out for a test drive.

 

Click on the button below to book a 30 minute, no obligation, free test drive.

  • Find out how Smart Client Management can impact your business.

  • How systems can be implemented in your business

  • Work out what's the best option for your circumstances

 

 

47 hours saved per month by using Business Automation*

* Source: 2018 Infusionsoft Customer Satisfaction Survry

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