your business automation has never looked this awesome

    Does your client intake process sound something like this?

    “Prospect Pete submits an online form and the notification immediately gets lost in Coach Carmen’s inbox. Coach Carmen sees the email between client calls, flags it for follow-up and immediately forgets. Carmen sees the email again weeks later while looking for another lost email, however Pete has already secured a more responsive coach.”

    What if you had a tool that could do all this...