Technology Onboarding 101

 

 

🚀 SoundAdviceMD Technology Onboarding

Empowering Agents with Smart Tools to Grow Faster

🗓️ Upcoming Session Dates

Live Next Tuesday August 5th

🔍 What You’ll Learn

  • ZOHO CRM: Lead tracking, automation, real-time reporting
  • ZOHO Cliq: Instant messaging, file sharing, team collaboration
  • CloudTalk: Phone system, AI voice agents, CRM integration
  • System Cost: $100/month (waived with 10+ good sales/month)
  • Marketing CO-OP: $250 lead credit per 5 good sales + free appointments
  • Approved Vendors: AllCalls, CallSync, Integrity’s Lead Center

🎯 Who Should Attend?

  • New Agents
  • Existing Agents Looking to Scale
  • Admins or Recruiters Supporting Producers

✅ Reserve Your Spot Today

Seats are limited for personalized support. First-time attendees receive a free CRM setup session.

Questions? Text John Gourdin 410-701-2434