Customized Services


​Scheduling

  • Schedule appointments
  • Calendar integration
  • Strategic scheduler alignment
  • Meeting invitation requests
  • Establish relationships with clients and sales assistants
  • Effective gate keeper solutions
  • Entertainment reservations








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​Territory Management

  • Manage territory data and lists
  • Create targeted maps
  • Identify geographical zones
  • Update contact management systems​
  • Client ranking management
  • Administrative support
  • Activity and expense reporting


​Marketing

  • Drip mailing campaigns
  • Prospect door openers
  • Client gifts and mailers
  • Target marketing campaigns
  • Seminar ideas and support
  • Thank you notes
  • ​Group email distribution