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Making life easier one automation at a time...

June 15, 2020

WNC Insurance Services

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Orange Country’s top rated mortgage broker and lender.

Thank you to everyone at WNC Insurance Services for allowing us to design and implement your marketing automation system. It will provide the basis for leveraging your new inside sales department as well as the foundation to scale the system to all Divisions. Following several design meetings we delivered a strategic project document as well as Data Dictionary that act as blueprints for growth.

Inside Sales Funnel

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