Automate YOUR Financial or Professional Practice
Solutions Designed To Optimize Your Leads & Streamline Your Office
The AMA Program provides solutions for automating several aspects of your business, like daily or repetitive tasks, important client milestones, annual reviews, and also includes age-based milestone triggers on topics like RMDs, Social Security, Medicare and more. This program is not a silver bullet, it’s a smarter way to run and grow your business.
Integration
Connect your website, your CRM and more!
Prospect & Client Drip Campaigns
Campaigns that perform!
Automate Your Office
Never forget important client milestones.
Customized To Your Business
Store client policy and product information
Why Sharp Digital Marketing?
Simply put, WE KNOW YOUR BUSINESS. With over 15 years of providing branding and marketing solutions to financial advisors and professionals, we know the obstacles you may be facing and more importantly, the solutions needed to remove those obstacles. Whether it's lead optimization or reengaging colder leads, internal streamlining, or client retention, Sharp Digital Marketing can create a custom solution designed around your business, without a custom price tag. Call us today!
Automate My Appointments
Sharp Digital's "Automate My Appointments" program is a very customizable cloud-based CRM and marketing automation tool. The program has four main benefits:
Easy to Use
Every aspect of the system is easy to use. From importing prospects, storing important client data, or initiating campaigns that work with a push of a button.
Works Everywhere
Since the program is cloud-based, the system works anywhere you have an internet or mobile connection. It's even ready to hit the road with a powerful mobile app available through Google® Play or the iTunes Store.
Connect It All
Connect your CRM, your client and prospect marketing, your website, social media and so much more!
Customized For You
One of the most valuable features is that it's very customizable and will be tailored to your business.
Our Clients Say It Best!
I have worked with Steve for several months...I found him after a disappointing experience working with someone that said they could help us with Infusion Soft. Finding Steve was the best thing that has happened since we were ready to give up on this entire process. Steve is a great teacher but most of all... READ MORE
Read MoreOur Clients Say It Best!
I've been in the financial services industry for 21 years and the one thing that is starting to separate the producers I work with is automated marketing. There is no doubt this will continue to distinguish the top producers and advisors (and that goes beyond financial services). Knowing I needed to integrate automated marketing into... READ MORE
Read MoreOur Clients Say It Best!
Having a person that is so proficient in the services he provides is priceless. Steve excels with his knowledge of the needs of businesses involved in the financial arena and strives to provide the services needed for success. Steve is usually available when called upon or is very prompt in getting back with us to fulfill our needs. We have presented... READ MORE
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