RESOURCES

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Clients OS

Objectives OS

Task Management OS

SOP Library

MASTER FULFILLMENT

Fulfillment Funnel OS

Quality Control

DATA DASHBOARDS

Authority Funnel Data

Appointment Setting Data

Sales Data

Finance Data

Client Success Data

Fulfillment Data

SALES TEAM

Appointment Setting OS

Sales OS

Momentum OS

CLIENT SUCCESS TEAM

Client Success Board

EA Board View

CONTENT TEAM

Videographer Board

Video Editor Board

Social Media Manager Board

MARKETING BOARD

Authority Funnel OS

Internal MarketingOS

Outbound OS

HIRING

Hiring OS

FINANCES

FinancialOS

LEADERSHIP TEAM

CEO Board

COMPANY BOARD

Brand

Offers

Map (do not delete)

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INTERNAL

ClientsOS

Agency Team

Calendar Links

Agency SOP Library

Offerings

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SALES

LeadsDatabase2.0-EXAMPLE

SalesCallsOS

Payment Links

Sales Assets & Proposals

Reactivation List

MomentumActivity

Sales Intake Form 2.0

Commission Tracker (Closer)

Commission Tracker (Setter)

Meeting Confirmation

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