The Wealth Blueprint
Everything you’ll ever need
When we say business-in-a-box, we mean it. The wealth blueprint is an important part of the system. It’s full of all of the resources you’ll ever need to run your business.
What’s included
$13,500 in value for FREE
Website and CRM
We will build a professional custom website for your billing company that looks professional, and makes it easy for leads to schedule appointments with you. We will integrate it with a Customer Relationship Manager software (CRM) through our friends and partner; Zaptify. Your CRM will allow you interact with customers that come from every source in one place. The setup is included and we cover your first year of fees!
($8,000 Value)
Pricing Tool, Marketing Materials
Pricing will never be a headache, just enter your client’s info from their analysis form, and the tool will spit out a custom and competitive price to charge! Bring all of your leads to this point with done for you marketing materials!
($2,500 Value)
Scripts, Forms and Contracts
We will provide you with your sales scripts, and give you templates for all contracts, forms, and proposals.
($3,000 Value)