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Monthly Archives: March 2011
Webinar – Using Time Matters to Manage Marketing
On Thursday I will co-present with Kim Hamilton of Educate2Motivate Webinar: Using Time Matters to track and manage prospective clients. We’ll show how Time Matters may display valuable tracking information from the recipients interaction with the Educate2Motivate newsletter. We’ll show … Continue reading
Trust Client Maintenance: 1,000+ Clients in Two Days
Poyner Plan – Client Maintenance System (CMS) Over 1,000 client maintenance system reports, including collated invoices, were produced last weekend by our client Poyner & Poyner, a northern California estates and trusts firm. Not bad for two days of effort. … Continue reading
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