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AutomateMyAppointments – Powered by Sharp Digital Marketing

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. 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? Automate YOUR Financial or Professional Practice. Sharp Digi...

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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. 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? Automate YOUR Financial or Professional Practice. Sharp Digi...
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AutomateMyAppointments – Powered by Sharp Digital Marketing | automatemyappointments.com Reviews

https://automatemyappointments.com

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. 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? Automate YOUR Financial or Professional Practice. Sharp Digi...

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automatemyappointments.com automatemyappointments.com
1

Marketing Automation – AutomateMyAppointments

http://automatemyappointments.com/how-it-works/marketing-automation

One of the biggest features of the AMA program, is leveraging Marketing Automation with your prospects and clients. What is Marketing Automation? Simply put, marketing automation allows you to easily and consistently engage your prospects and clients through prebuilt campaigns that drive them to take action. If you’re holding workshops or seminars, are you nurturing every prospect who registers? Even those who don’t attend the workshop or those who do attend but don’t book an appointment? When you subscr...

2

Client Relationship Management (CRM) – AutomateMyAppointments

http://automatemyappointments.com/how-it-works/client-relationship-management-crm

Client Relationship Management (CRM). Get your business organized with help from InfusionSoft and their cloud-based CRM. InfusionSoft allows you to keep track of your clients and prospects contact information, purchase history and policy info, lead source, task or appointment history, website traffic and so much more. List Management and Segmentation. Calendar and Task Management. Infusionsoft Mobile. Get it to go. Take your business wherever life needs you with Infusionsoft Mobile. Manage contacts a...

3

Customized Setup Allows You To Store Important Client Data – AutomateMyAppointments

http://automatemyappointments.com/2015/08/customized-setup-allows-you-to-store-important-client-data

Customized Setup Allows You To Store Important Client Data. August 19, 2015. 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 insurance industry. Store important policy information like carrier, policy values, issues dates, rider information and so much more! Stop Missing Important Client Milestones. Customized Setup Allows You To Store Important Client Data.

4

Demo – AutomateMyAppointments

http://automatemyappointments.com/get-started

Please complete the form to your right to start the Demo On Demand! Sharp Digital Marketing will not sell or share your information with anyone outside of Sharp Digital Marketing or our affiliates. What you’ll learn:. 8211; Why do you need a CRM system? 8211; How the CRM works (Video). 8211; What is Marketing Automation (Video). 8211; Examples of automation for financial professionals. 8211; Hypothetical ROI break down (Video). 8211; How to get started. Our Clients Say It Best! 8221; – JC, Florida.

5

stevesharp – AutomateMyAppointments

http://automatemyappointments.com/author/stevesharp

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 […]. August 19, 2015. Stop Missing Important Client Milestones. August 19, 2015. 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? August 19, 2015. Marketing...

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In The News – Merlak Tax Advisory Group, Inc.

http://merlaktax.biz/blog

Lake In The Hills. 8411 Pyott Rd. Suite 107. Lake in the Hills, IL 60156. 579 W North Ave. Suite 205. Elmhurst, IL 60126. 779) 220-9608 Carla@MerlakTax.biz. Tax Resources and Forms. Retirement Funds and Your Taxes. Retirement Funds and Your Taxes. March 10th, 2017. A Short History Of Taxes. A Short History Of Taxes. February 27th, 2017. February 16th, 2017. We charge $69.00 for a complete personal federal and IL state return. With this amazing deal their tax return would [.]. Financial Updates and More!

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Tax Resources and Forms – Merlak Tax Advisory Group, Inc.

http://merlaktax.biz/tax-resources-and-forms

Lake In The Hills. 8411 Pyott Rd. Suite 107. Lake in the Hills, IL 60156. 579 W North Ave. Suite 205. Elmhurst, IL 60126. 779) 220-9608 Carla@MerlakTax.biz. Tax Resources and Forms. Tax Resources and Forms. Tax Resources and Forms. Please bring you Drivers License or your State ID with you to your appointment in order for us to E-File your tax return. Merlak Tax Checklists to help prepare for your tax appointment:. Appointment Checklist and Directions. 2017 Changes to Social Security. Call and [.]. Algon...

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stevesharp – Merlak Tax Advisory Group, Inc.

http://merlaktax.biz/author/stevesharp

Lake In The Hills. 8411 Pyott Rd. Suite 107. Lake in the Hills, IL 60156. 579 W North Ave. Suite 205. Elmhurst, IL 60126. 779) 220-9608 Carla@MerlakTax.biz. Tax Resources and Forms. This author has not yet filled in any details. So far stevesharp has created 2 blog entries. 2017 SOCIAL SECURITY CHANGES. 2017 SOCIAL SECURITY CHANGES. An important part any retirement plan is your social security. Do you know what changes have been made and how they may impact you? February 1st, 2017. February 1st, 2017.

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About – Merlak Tax Advisory Group, Inc.

http://merlaktax.biz/about-2

Lake In The Hills. 8411 Pyott Rd. Suite 107. Lake in the Hills, IL 60156. 579 W North Ave. Suite 205. Elmhurst, IL 60126. 779) 220-9608 Carla@MerlakTax.biz. Tax Resources and Forms. About Merlak Tax Advisory Group, Inc. Merlak Tax Advisory Group, Inc. Recognizing the challenges faced today by retirees and those on the threshold of retirement, Carla Merlak, owner and president, sought out the ownership of a firm positioned to truly serve their needs. We work closely with you to objectively assess your ind...

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Resources – Merlak Tax Advisory Group, Inc.

http://merlaktax.biz/resources

Lake In The Hills. 8411 Pyott Rd. Suite 107. Lake in the Hills, IL 60156. 579 W North Ave. Suite 205. Elmhurst, IL 60126. 779) 220-9608 Carla@MerlakTax.biz. Tax Resources and Forms. Tips on Saving for Retirement. 8211; While these tips are helpful, there are numerous factors that come into play when planning for retirement. Make sure you ask questions, lots of questions, and most importantly make sure you understand the answers. If you are already saving for retirement, go ahead and save some more! Get t...

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Tax Services – Merlak Tax Advisory Group, Inc.

http://merlaktax.biz/tax-services

Lake In The Hills. 8411 Pyott Rd. Suite 107. Lake in the Hills, IL 60156. 579 W North Ave. Suite 205. Elmhurst, IL 60126. 779) 220-9608 Carla@MerlakTax.biz. Tax Resources and Forms. Did you pay more than $69 to file your taxes? Then it may be time to consider a change. Personal Federal and IL state return that includes all schedules, e-file, direct deposit and copy for your records, for $69. That’s it. No hidden fees or charges. Review our appointment checklist. And complete the medical checklist. At Mer...

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Minimize your Efforts, Maximize your Results. Free Download-How to Build a Referral Network! Are your clients reluctant to give out personal referrals? Most clients have no problem giving you the name of a professional with which they work. Download this free guide to learn how to create a network of business professionals. The How to Build a Referral Network guide comes with a worksheet to collect professional referrals from your clients and sample scripts to use to contact them. April 21, 2013. With yo...

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AutomateMyAppointments – Powered by Sharp Digital Marketing

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. 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? Automate YOUR Financial or Professional Practice. Sharp Digi...

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