About Us

Our Approach
Makes It Simple
We Do It All For You

The primary goal of our customer referral automation system and process is to integrate and automate sales, marketing and customer engagement.

Therefore, our system provides a dashboard that gives you an overall view of the three functions on a single customer.

Our dashboard provides client information, past sales, previous marketing efforts, and more. Summarizing all of the relationships between the customer and the firm.

Operational ARS is made up of 3 main components:
sales force automation
marketing automation
and service automation.

The Process

Step 1: Our representative meets with you to provide a more detailed overview of our service

Step 2: When you join, our first step is to upload your past database going back 2 years.

Step 3: We segment that database as lapsed and active users along with other criteria you feel important.

Step 4: We create a library of different content messages for lapsed users and another for active users.

Step 5: Our objective is to bring back lapsed users or gain referrals and to continue our relationship with new customers.

Step 6: We also use our communication integration to capture leads visiting our websites and social platforms.

Expectations: You can expect happier customers, better relationships with customers, and far more referrals from customers.


$2.00 per customer for upload of customers within 2 years. (one time fee)

$2.00 per new customer going forward. (paid monthly based on the number of customers we add that month)

$39.00 per month management fee.

Everything else is FREE 🙂

*Bulk discounts for databases over 5,000 (inquire within)

Enter Your Referral Portal

As you do think of how appreciative your
past and current customers would
feel receiving…

Special Holiday and Occasional Emails:

Happy Birthday, have a great day…
Enjoy the Holidays and best wishes to you & your family…
Happy Thanksgiving to you and the family…
Any ideas for the 4th…
Please share a Happy Valentine’s Day with your loved ones…
Any plans for Memorial Day?...
Just checking in to see how you’re doing…
Hope all is well lets catch up…
What are you up to these days…
…and many more!
Once a month,
Twice a month,
Every week if you like…..

Every message is custom made to your liking for an entire year
A one-time cost of $2.00 per customer!

Go to our ARS Portal