What systems do you need to attract clients? What systems do you need to convert prospects into leads? What technology can you use to help save time and put this on autopilot?

Join us in this session where Amanda C. Watts will share with you:

• The tools that we and our clients use every day to put marketing on autopilot

• The exact systems you need in place to get clients on demand

• The processes you need to stay in touch with your prospects and close 85% more opportunities

What systems do you need to profitably and consistently price your clients? What sales systems do you need to get them to say yes without any buyers remorse?

Join us in this session where James Ashford will share with you:

• Why you think selling is bad

• The real reason clients say 'no' (spoiler alert - it has nothing to do with money)

• The 7 distinct phases of The Effortless Sales System™

You've done the hard work of winning a client, now what? How do you get them set up and fully onboarded in to your systems? How can you automate some of the time consuming tasks like AML checks and data collection?

In this session with Jordan Vickery and Jacques Malan, you'll learn:

• Why streamlining your onboarding process not only saves you time, but also WOWs your new clients with a slick experience

• How to automate your onboarding process end-to-end from proposal acceptance in GoProposal to AML automation in Xama

• Other useful Zaps and Apps you can connect to your onboarding process to streamline it even further!

BONUS - In this session you'll receive free Fathom workflow templates including email templates