What additional capabilities are added with the optional Marketing Module?
The Marketing Module allows you to leverage the power and depth of your Practice Builder Financial to automatically send letters and articles to your clients and prospects at the frequency and interval that you select. You may assign a contact to one of seven pre-designed campaign sequences and your computer will do the rest. Once a week, you will be prompted to, “Run Marketing”. At that time the system will generate the letters and articles for each contact according to the sequence assigned. At scheduled intervals the Practice Builder Marketing Module will print a phone script with full contact information and a history of prior mailings to stimulate conversation. These calls can be placed by the advisor or by a staff member. Automatically and efficiently you will “drip market” to all those contacts you choose. Personal and valuable information received will insure “top of mind awareness” that will enable you to turn prospects into clients, retain all your existing clients and gain r
