Is your CRM doing a good job?
CRM – Stands for Customer Relationship Management. Very few agents have a CRM, and those who do have nothing more than a database full of client data. Your CRM needs to be your Virtual Assistant that keeps you and your client on the same page.
Agent Frustrations, Challenges & Poor Follow Up
Your phone calls, texts, and calendar system do not talk to your CRM
Your website is more like an online brochure than a lead and appointment generation system
You are tracking prospects or cases in a notebook, spreadsheet, or on a white board
You don’t have a good client referral process
You're overwhelmed trying to learn the tech tools you're "supposed" to use in your business
You feel like none of the tech tools you're using was created to help you manage your business
What if you could bring everything you need to solve your case management and marketing challenges into ONE place?
Introducing TriQuest Connect, an all-in-one system that gives TriQuest agents & Circle of Wealth users the tools, support, templates and resources you need to grow your practice.
WEBSITES
Host unlimited websites, use our simple 1-page website template, or design your own.
BUILD YOUR EMAIL LIST
Easily capture leads and grow your email list using lead capture funnels, landing pages, in-page chat widget, surveys and forms.
NURTURE LEADS & CLIENTS
Create workflows and automations to automatically message contacts via SMS, emails, FB Messenger & more!
AUTOMATE YOUR APPOINTMENTS
Use the calendars to set, manage and automate appointment bookings + reminders.
MANAGE YOUR PIPELINES
Use pipelines to track and manage leads, clients and sales. This ensures that nobody ever falls through the cracks!
CONTACT MANAGEMENT
Use the CRM to easily tag contacts, create client/prospect lists, store client documents and 2-way text, call or email a contact.
HOST EDUCATIONAL VIDEOS
Create educational video landing pages where you can also send automated follow up messages based on video interaction.
SOCIAL MEDIA SCHEDULING
Save time and money by scheduling your social media posts right inside the software. Ensure you are reaching the right audiences at the right times.
That's not all...we also provide a DONE-FOR-YOU SET-UP PACKAGE
The TriQuest Connect software is ready to go right out of the box, but we have some extra special additions we set up for you to make it as easy on you possible to get up and running.
INTRO CALL CALENDAR
A simple calendar to automate how you automate bookings for your introductory meeting.
LINKTREE WEBSITE
Set up of our LinkTree website on the domain of your choice that includes your calendar.
CUSTOM CRM FIELDS
Custom CRM fields that make it easy to store client information and documents.
SALES PIPELINE SYSTEM
Manual sales pipeline for your to manage your opportunities.
CLIENT NURTURE SYSTEM
Workflows that automate how you run your client birthday and annual review campaigns.
REFERRAL SYSTEM
A simple system for generating and tracking client referrals.
BUSINESS TRACKER
Easily view metrics around pending and paid life/annuity cases.
TECHNICAL SETUP OF
DOMAIN & EMAIL
We will set up hosting of one domain and necessary email records to ensure deliverability.
A2P 10DLC SMS COMPLIANCE
We will set up your Privacy Policy/Terms Pages and help submit your SMS application.
CLIENT CSV IMPORT + SMART LIST
We will import your client CSV list for you to ensure the proper fields are updated.
SOCIAL PLATFORM INTEGRATION
We will help connect social platforms so you can manage messages in your CRM.
ONBOARDING + SUPPORT
You will get two onboarding calls and access to a tech library + chat support.
Hit the "easy" button on marketing, sales and automations in your practice!
TriQuest Connect can save you money by replacing your email marketing software, calendar scheduling tool, CRM, website builder, text messaging platform, landing page builder and more!
Headshot
Company Logo
Family Photo
Business Information
- Exact business name and address, as registered with the Government and mentioned in your tax documents (Refer to the CP 575 form that was issued by the IRS to assign an Employer Identification Number)
- Business Type (i.e. LLC)
- EIN
Professional Business Email Address (i.e. [email protected]) - CLICK HERE to set one up
Domain we can use for your Retirement Planning connector website (i.e. yourname.com) - You can buy a domain for less than $20 on namecheap.com or godaddy.com
Zoom Personal Meeting ID (can be found by logging into Zoom and clicking on Profile)
Online COW CQ Link
Domain Registrar, Username & Password
Social Media Page Links (i.e. Facebook, Instagram, etc.)
Short bio blurb to add to calendar booking page (see below example)
These days, I can be found working away in my home office in the beautiful town of Lake Coeur D' Alene, Idaho, on the lake where I live with my wife Dani, my son Jimmy, and our two labs, Lucy and Drake. Living on the lake and in Coeur d'Alene allows us to enjoy the outdoors fully. I love hunting, fishing, mountain biking, wake surfing, camping, snowboarding, and everything else behind the boat. When I am not out enjoying Lake Coeur d'Alene, I have the genuine privilege of investing my time and energy in serving families by creating the ultimate retirement plan.
Intro Call Calendar
LinkTree Website Design
Custom CRM Fields
Sales Pipeline System
Client Nurture System
Referral System
Business Tracker
Technical setup of domain
Technical set up of email
Integration of Social Platforms
Privacy Policy/Terms Pages
A2P 10DLC SMS Compliance
Onboarding Call (90 Minutes)
Software Walkthrough
Client CSV Import + Smart List
You can create unlimited amounts of all of the above within the platform.
Yes! You most certainly can. The goal is to give you everything you need under one roof, but we don't force you to move anything over you don't want to.
Yes, you will want to start by setting up a csv file titled "Client Import List" broken out by the following columns:
First Name
Last Name
Phone
Date of Birth
Street Address
City
State
Zip
Tags (list them with commas - i.e. client, allianz, life insurance)