EMarketing

How do you cultivate client relationships in a way that keeps your clients engaged - and - increase your referral base? Join us to learn more about Prospect Square - your key strategy to effortlessly keep clients and your SOI informed about what they care about the most. This hour long class includes:What is Prospect Square and why do I need it?What are the main differences between Prospect Square and InTouch or Zap?Profile set upAdding contactsReport types and uses: Quarterly, Area, and MarketHow to create  and share reportsImportant actions to watch for in Prospect Square Analytics