Customized Setup Allows You To Store Important Client Data

One of the big advantages of the Automate My Appointments Program is how customizable it truly is. The program comes standard with custom data points designed for the financial and […]

Stop Missing Important Client Milestones

Never forget another client’s birthday, anniversary, or annual review ever again. With the Automate My Appointments program you can automatically send clients personal messages that are branded and customized to […]

Stop Potentially Leaving Thousands On The Table

If you’re holding educational seminars or classes, are you staying in front of those who RSVP but don’t attend? What about those who do attend, but don’t book an appointment […]


Systemizing a Small Business

Just about every small business owner can relate to problems surrounding growth. Greg Head (pictured), Chief Marketing Officer for Infusionsoft, joins Anita Campbell, CEO of Small Business Trends for an […]

8 Benefits Of Integrating Your CRM With Marketing Automation

Marketing automation is already used by a quarter of all B2B Fortune 500 companies and 76% of the world’s largest SaaS companies, and 84% of top performing companies plan to […]

The True Cost of Failing at Marketing Automation

When consumers see your irrelevant offers, 68% will automatically delete your email, never to be seen again. If you email everyone on your list versus segmenting and targeting the right audience, you’ll […]