Your Client Sign Up page is designed to be a personalized marketing tool providing you with credibility and a door opener for your additional services. This tool provides a quick and easy way for Clients to review all 6 tax credits in one place. It also provides Clients instant activation ability to get started immediately.
You can access your Client Sign Up Page on your Portal homepage (Portal.GMGSavings.Com).
When Should I Use My Client Sign Up Page?
Your Client Sign Up page should be used when you have a potential Client interested in tax incentives but are not meeting with them personally. This page allows review and activation of all 6 tax incentives so it is perfect to provide potential Clients that do not yet have interest in a particular service or do not know which services are best for their current needs. This is also an excellent page to use in instances where you have not yet spoken to the potential Client or with cold leads.
Viewing Clients Funneled Into My Clients Page
You can access Clients generated from your Client Sign Up Page within your portal under the My Clients section. Any Clients who use this page to begin the process and view services will go to the Surveyed section of your My Clients page. All clients who activate will immediately move to the red Production section and no Discovery Call is necessary to initiate production. Once on the My Clients page, click on: Production and sort by HI. You may sort further by using the “This Week, This Month or All Leads” sort function.