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    We've divided service offerings into multiple categories - each category can be handled differently by our team. The idea is that for services that are your specialty, we act as a lead gathering service and pass them to you and you close them through your normal process, but for add-on services that complement your specialty, we can act on your behalf so we don't slow your business down. Priority #1 above all is to get your clients to trust your company with more and more services so you can help them grow from a consultative approach. You are the doctor of their business, not a sales company. Priority #2 will be for your revenue to increase as a result of offering these additional services while ALSO helping deliver an amazing client experience - if we can't do both then we're not successful.

    That being said, please look at each quote type and choose an option so we handle your services appropriately. If you need something custom, that's fine, we love helping our clients deliver things just the way they want - mark it as custom approach and we'll discuss the specifics during your implementation call.

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