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Increase your capacity to bring on new clients
Nurture your current clients
Improve your communication and client engagement
Set alerts to stay proactive on your client portfolios and communication needs.
Take action on dynamic lists that allow you to create tasks in your CRM, communicate with your client or notify you internally. It’s the assistant that scales and allows you to build relationships
Let Benjamin take over the paperwork process and ensure the client stays in-step with you through the whole process.
Let Benjamin schedule meetings for you and do some initial prep work on your behalf.