You got into this business to help clients. Not to get overwhelmed with manual work.
Missing technology causes you to end up using a hodge-podge, duct-taped tech/process to do meeting prep and follow-ups. This leads to a myraid of problems, from inability to scale to constantly being backlogged.
No more. Pulse360 was built for you to bring in automation and streamlined systems to help with your meeting prep and follow-ups.