PLANS WE OFFER
Entry Level Platform Cost – $750.00 Per Month
Build Your Data Set Every Month And Receive Live Transfers & Lead Responders Into Your Tymbak CRM.
Additionally, you’ll receive form leads from other interested annuity shoppers. What could be better?
One Time Set Up Fee – $100.00
Monthly Subscription Fee: $100.00
* Additional services and lead generation campaigns to be added in the near future.
QTY: 250 Leads Per Month
Price: $750
QTY: 500 Leads Per Month
Price: $1250
QTY: 1000 Leads Per Month
Price: $2250
Tymbak - CRM
Full-featured client management and marketing-oriented CRM. More than just a digital Rolodex. MAD allows you to store all details of the client, prospect, service provider, and planning partner's data while keeping track of contact events. It allows you to put your marketing effort in high gear by giving you a platform to automate messaging to keep you in a front-of-mind position with your clients and prospects. Know more
LANDING PAGE TEMPLATES Choose from several landing pages that can support your marketing efforts and deliver a customizable solution that makes you stand out. Whether it’s Life, Investments, Long Term Care, Planning, 401k plans, or Group Benefits, your marketing campaigns will be instantly elevated with a quality, user-friendly landing page.
CHAT TEXT TO APPOINTMENT Using advanced Artificial Intelligence technology, improve your marketing reach by allowing your clients and prospects to receive texts that give them a direct channel to your appointment calendar. Position yourself using cutting-edge technology and never miss an opportunity to connect with a client when they feel most inclined to seek your services.
CALENDAR LINK Begin using a full-featured calendar link to give your prospects, clients and planning partners access to joining your calendar any time you have available. This link is NOT the free version that never seems to sync properly. Putting this link into play is a game changer and a ‘must add’ to all your marketing communications.
WEBSITE HOSTING & MAINTENANCE You will realize savings immediately by allowing us to provide secure and reliable hosting of your website. This also includes ongoing maintenance of your website. This does not include future updates or content additions, or subtractions.
PRE-BUILT CAMPAIGN FUNNELS Pre-built campaigns have already designed and created landing pages, emails, texts, calendar links, and forms to help you get the most of your campaigns.
VISUAL AUTOMATIONS Use Tymbak's drag and drop visual workflow builder to easily create powerful workflows that automate your repeated marketing tasks.
UNLIMITED CONTACTS Some CRM services limit how many contacts you can put into their system. There is no limit here. Build as many niche segments as you like and never lose track.
SOCIAL MEDIA CONTENT & POSTING It’s not enough to be present online. Original high-value content and regular posting are vital to a diverse messaging strategy that reaches your desired target audience. You’ll receive Done For You social media postings every week. (LinkedIn and Facebook)
VIDEO SCRIPTS Want to produce your own videos? Use our pre-written video scripts to shoot your own videos and build your online and web-based presence. Whether you post on YouTube, Rumble, or any other video hosting service, you can use these short and powerful scripts to achieve your production goals.
SOCIAL MEDIA PRESENCE Make the most of your professional social networking. Expand your online presence by building a solid, top-to-bottom profile that accurately and succinctly communicates your distinct added value to anyone who visits you online.
WEBMAIL Reliable email has become as important as your phone line. In this business, secure email has become even more critical. Integrating webmail with your website will keep your marketing effort consistent and your online presence seamless.
VOICE CALLING Tymbak can be programmed to integrate with many phone systems allowing you to make calls directly from the CRM, adding efficiency and detail to your phone activity. Using phone integration will make it easier for you to keep notes from meaningful phone conversations so you’ll never be lost trying to remember what your last discussion covered, and that prepares you infinitely more for your next call.
EMAIL SIGNATURE A personalized email signature line provides branding and consistency. It will include specialty disclosures (or accommodate the disclosures from your BD). A professional signature line is essential to establish your credibility with prospects. It will include all available contact information. Choose from 3 different templates.
EMAIL MARKETING & MESSAGE TEMPLATES Using the automation tools built into Tymbak, and pre-written email marketing scripts, you’ll be about to automate outreach in as many directions as you want. Sending emails to prospects regularly allows you to deliver value-added content keeping you at the front of the line when they finally reach a point where they genuinely need your help. Sending email to customers keeps you ‘in the room’ as it relates to financial discussions so that you’ll never be the absent advisor vulnerable to losing clients to the latest and loudest voice that comes along.