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Marketing Progress

Track your marketing implementation progress

Marketing Strategy

Submit your strategy to begin launching campaigns.

CRM

Connect your CRM to get started.

Automations

Automate repetitive marketing workflows.

Project Management

Manage and track your marketing tasks and timelines.

Email Campaigns

Create and manage your email marketing campaigns.

Marketing Plan

Setup your digital marketing budget and launch plan.

SEO & Social Media Management

Browse and Request options for key person and life insurance

KPI Setup

Browse and Request options for key person and life insurance

CRM

Name	Primary Company Name	Phone Number	Email	Tags	Record Source	Created Dated	Salesperson ID
Bill Sulivan	Employer Ease, LLC	__	__	__	Legacy Contact	Aug 2, 2024	__	Share Delete

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Companies

Company Name	Address	Sales Person	Tags	Group ID
Employer Ease, LLC	23074 East Pummelos Road, Queen Creek, AZ, US, 85142	Bill Sullivan	__	Legacy Contact	Share Delete

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Activity Feed

Name Task Type Task Status Asssigned Associated Contact Associated Company

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Opportunities

Lead	Contact	Qualified	Proposal
$0.00	$0.00	$0.00	$0.00	Share Delete

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CRM Tools Integrations

Northwest

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Sales & CRM

Hello, my name is Bizzy the CoachBot. How can I assist you?

We respond immediately

Marketing Progress

Marketing Strategy

CRM

Automations

Project Management

Email Campaigns

Marketing Plan

SEO & Social Media Management

KPI Setup

CRM

Companies

Activity Feed

Opportunities

CRM Tools Integrations

Northwest

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