How it Works - ClientsIQ: The Smart Choice

Marketing Done For You…Automatically

Purchase leads or generate your own, and send them to your web page or product sales page.
Our value-driven state of the art presentation will have high quality leads emailing you--asking to be contacted.
Our expert tracking tools notify you of every visitor! You can see exactly what pages they viewed, and more.

We "drip" on them with our powerful automated email campaigns.
We provide custom phone scripts to help you call your prospects.
We also offer a full suite of business building tools like product sites written for specific products so you can customize your marketing to your practice.

Your client data base is integrated with all marketing and email campaigns.
You can create a marketing program that costs you nothing to send… and targets a product you want to sell right now.
You can have several marketing campaigns going on at once, with no effort by you… you press the button and walk away.
Your monthly newsletter goes out every single month like clock-work…without you lifting a finger.
The system becomes your full-time marketing assistant…without the cost and hassles.

You get Free regular training and short videos to help you use the system effectively.
When a "hot" new topic or product hits the street… look for a new marketing campaign for you to use to sell it.
And the system gets better every single month. Why? As new technology becomes available, we will integrate it to ensure ClientIQ remains the best marketing tool available for financial and insurance professionals.

Pay as you go, no long-term contracts, no termination fee, cancel at any time.