Prospect square

Prospect Square is your key strategy to effortlessly keep clients and your SOI informed about what they care about the most. This short video discusses how to add contacts to this important prospecting system.
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