Save 70% or more with our Unlimited Users and Contacts Plan
Weekly Zoom Huddle with your Local Team (high-trust referral networking)
Live In-Person Events for deeper relationship-building
Refer Me™ Widget — personalized automation follow-up, included in your membership
Private Member Community for collaboration, 1:1 connections, chats, and referrals
Cross-Team Access to visit other local and virtual teams
Referral Dashboard & Team Leaderboards to track results and visibility
Business Directory Listing to promote your services and increase discoverability
DIY14 Lead Gen Guide delivered after your first Huddle
Referral Pipeline Management — visual opportunity & pipeline management dashboard, auto-creation, never let deals fall behind
Pro-Level Sales & Marketing Training Snippets delivered weekly inside your dashboard
ACE Top 10 Referral Growth Checklists — plug-and-play steps to attract, convert, and expand
Full CRM Access — with unlimited contacts and users to organize & manage your contacts
20+ Digital Marketing Tools Included — landing pages, email/SMS automation, calendars, funnels, and more
Online Booking Tools (Google & Microsoft) to simplify Huddles, 1:1 Meets, and referral follow-ups
Mobile App Access — fully approved on both Google Play and Apple App Store
Multi-Language Support — available in English, Spanish, French, German, Dutch, Portuguese, and more
Networking Follow up
Business Card Scan for Networking Follow-ups
Simply Scan, QR code or manually enter contacts
7 Day Automated Process of 3 Emails, 2 SMS text follow-ups, 1 Call Attempt and Calendar Booking
Mobile App for complete Leads Mgt.
Networking Follow up
Business Card Scan for Networking Follow-ups
Simply Scan, QR code or manually enter contacts
7 Day Automated Process of 3 Emails, 2 SMS text follow-ups, 1 Call Attempt and Calendar Booking
Mobile App for complete Leads Mgt.
Referral Follow up
Automated referral follow-ups via Email, Text, and Phone call
Instant Follow-Up Automation Follow ups
7 Day Automated Process of 3 Emails, 2 SMS text follow-ups, 1 Call Attempt and Calendar Booking
Lead Contact info capture
Opportunity Management
Up to 200 Leads/mo
Identify Anonymous Visitors
Instant Follow-Up Automation Follow ups
Capture Missed Opportunities
Boost ROI from Existing Traffic
Note: Additional fees apply—(rates may vary and can differ per region) including government fees, taxes, telecom (phone number, SMS/text, AI, and email), and other usage‑based charges.
See current rate schedule as of June, 2025: Click here to view rates
Save 70% or more with our Unlimited Users and Contacts Plan
All in One 20+ tools: AI Employee + CRM + Digital Marketing + Sales + E-commerce
Unlimited Users & Contacts CRM + Marketing
E-commerce & products (Digital, Service, Physical)
Advanced AI Digital Marketing
Business Directory Listing
Unified Inbox
Nurture & Close Leads into Customers
Google/MS O365 Email Integration
Google/MS O365 Calendar Integration + Online Scheduling & Booking
Monthly Credits ~ 2000 emails, or 100 calls, or 500 email verification, or 14000 Content AI (credit card required)
Google & Apple Store approved Mobile App
Free Website + Funnel + Landing page Builder & Hosting
Integrated Google My Business
Email Marketing + Social Media Marketing Planner
Sales Opportunity Management
Automations + Workflows + Triggers
Courses + Communities + Memberships + Affiliate Manager
Proposals & Estimates + Reviews & Reputation + Google Surveys
Invoicing & Payments + Text to pay
Web Lead + Capture Forms
Access to our Network of Virtual Assistants
Google SEO Optimized
Multiple Languages: English, Spanish, French, German, Dutch, Portuguese + more
Dashboards + Reporting
40hrs/mo
Digital Marketing Virtual Team
1-3 Years Experience
Knowledgeable in Leads Owl Platform
General admin work
Spreadsheets
List Building
Sales ops admin
Basic Marketing admin
Prepare Reports
80hrs/mo
Digital Marketing Virtual Team
2-5 Years Experience
Knowledgeable in Leads Owl Platform
Assist with SMS Texts & Emails
General admin work
Spreadsheets
List Building
Lead Generation
Sales ops & CRM admin
Marketing assistant
Prepare Reports
160hrs/mo
Digital Marketing Virtual Team
2-5 Years Experience
Knowledgeable in Leads Owl Platform
Assist with SMS Texts & Emails
General admin work
Spreadsheets
List Building
Lead Generation
Sales ops & CRM admin
Marketing assistant
Prepare Reports
"DFY" Done for You
We help assess your needs, and project scope. We then connect you with our
vetted and trusted Preferred Partners for comprehensive consulting services.
Digital Marketing
AI Agents - Chatbots - AI Voice Agents
IT Consulting
Microsoft Office 365 Migration
Aws and MS Azure Cloud Migration
Cyber Security Advisory Consulting
Cyber Vulnerability Assessments | PEN Testing
Cyber Security Insurance Readiness
CMMC Readiness and Assessments
IT Security Consulting
Networking Infrastructure Consulting
IT Applications Consulting
IT Staffing
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