The Vision for Affluence Financial’s Blueprint

A blueprint helps us categorize and organize all the Leads that come into Affluence Financial’s CRM. No matter how smart their sales reps are, it is impossible to keep track of next steps for every lead. Not only impossible, but inefficient and unnecessary.

We want to create a system that automates much of what a salesperson shouldn’t have to remember and one that prompts them with every next step.

Let’s dive in!