Agency Account Snapshot
$250 One-Time
What's Included:
Sales Pipeline
Track leads, sales, and appointments with ease.
5 Dynamic Workflows
over 20 workflows pre-built to help you track your SAAS clients, lead nurture efforts, and appointments. Each workflow is pre-built with sms and email messaging that can be customized by any Agency.
Customizable LinkTree Page
Tailor this to your business needs and connect with your audience effectively.
4 Ready To Use Forms
Utilize our Demo Calendar Form to pre-qualify leads before booking. Our Abandon Cart Feedback form will capture information on abondon leads to help you adjust your SAAS Offer.
Calendars
This snapshot comes with the 2 essential calendars every SAAS Agency needs. Demo call calendar, and a follow-up calendar that can be used with warm leads or clients.
Ready-to-Use Text and Email Messages
Personalize our pre-written messages to fit your brand voice, saving you time and enhancing your communication strategy.
Designed specifically for new SAAS Agency owners like you, the 'Agency Account Snapshot' is your shortcut to operational excellence.
Say goodbye to the overwhelm and hello to simplicity and success. Why wait? Elevate your business now!