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CRM Programs

On this page you will find templates for communications.

Past Client Action Plan – Buying and Selling Clients: Your clients are more likely to refer you to their family and friends after their successful transaction. This will be your most profitable action plan if you execute it effectively.

24 Touch Action Plan – Selling¬†Clients: This action plan is ideal for potential clients that you have met with but they haven’t listed.

 

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