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Book of Business - DC

Book of Business - DC

$250,00Price

Get your documents created for you. Custom with your business information on them.

You will receive a digital copy by email and a hard copy in the mail. 

 

DC- Document Creating

 

  • What is a Book of Business?

    A book of business is a list of clients or prospects for which you are responsible. These are accounts a relationship manager or salesperson is responsible for maintaining or growing. Growing your book of business is key to increase sales and revenue.

  • Why is a Book of Business Important?

    A book of business represents a list of clients or accounts managed by a business. This database can help them organize and keep track of their current and previous clients. Having an organized client list can help them maintain positive relationships and make more effective financial or client-related decisions.

  • <NEXT STEPS>

    Once you have picked the documents you want created you will:

    1. PURCHASE YOUR DOCUMENTS: Add them to your CART in the website and make your purchase.
    2. CHECK YOUR EMAIL! You will receive an email with links provided asking for details about you and your business for the agreement.
    3. GIVE US SOME INFO: Complete info needed in each link if purchasing more than one ducument. 
    4. TURN AROUND TIMES: You will receive your digital documents within 3-5 Business Days. Hard copies times vary and are based on times of the year and postal conditions. (7-10 Days Est.)
    5. QUESTIONS? Contact our office 704-817-8021
  • DIGITAL LINK / UPGRADE ( Commercial Use )

    Need all your submissions in one place, get a CRM Account! We will create a digital version of your document so others can provide the same form via google/survey heart link. 

    See all your clients submissions in one place! Add link to emails and text messages for quicker responses. 

    * Will need to provide email for Survey Heart  / Or have a Google account for Google Form 

    Google Form: Great if data is important and seeing the statistics. 

    Surveyheart: Awesome if have lots of forms for clients and need to access info all in one place.

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