Join me on Tuesday, September 6th at 2 pm EST and I will teach you LIVE step-by-step how to automate your monthly statement reminders. Can’t join live…no problem. We’ll send you the recording!
Getting the monthly statements from our clients can be a huge pain in the a$$. And, when you don’t get them in a timely manner, not only does it delay you in getting your work done…it can create a domino effect when you have to shift all your work around once you FINALLY get the statements you need to finish reconciling accounts.
PLUS all of the follow-up!
Wouldn’t it be nice if you received all of your statements at the beginning of the month with no emailing or follow-up required? It just happens automatically! Well join me live on Tuesday, September 6th at 2 pm EST and I will walk you through the whole process of setting up this automated system.
Watch over my shoulder as I set up this system. Ask questions live and get this system set up in your business.
All of the email and form templates you need to set up this automated system. Copy and paste them into your account and you are ready to go!
Within 24 hours of the live training, we will send out the recording for you to keep and replay if you ever get stuck down the road.