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The Online Gateway to Your Business

The Online Gateway to Your Business. How do you…. Pay an invoice to your lawyer?. Reschedule an appointment with your physical therapist?. Look up your last dentist appointment and how much you paid?. Let your stylist know you’re late?. Ask about the cost for your vet’s check-ups?.

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The Online Gateway to Your Business

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  1. The Online Gateway to Your Business

  2. How do you… Pay an invoice to your lawyer? Reschedule an appointment with your physical therapist? Look up your last dentist appointment and how much you paid? Let your stylist know you’re late? Ask about the cost for your vet’s check-ups? Review the tax documents your CPA just completed?

  3. Small Business Online Presence • Static, one-way, non-actionable • Doesn’t serve existing clients • Disconnected from day-to-day businessoperations Just Likea Banner

  4. Engage™ drives engagement through web, mobile, social & email • Capture clients • Encourage action • Deliver amazing service

  5. What is Engage? An online client engagement platform designed for services-based businesses Lead Capturing & CRM Document Sharing Online Scheduling Payments & Invoicing Integrated with web, mobile, social and email

  6. Why Engage? • Designed with small businesses in mind • Web-to-end solution • Captures new business at any point of engagement online • Comprehensive dashboard for business • Focused on the needs of businesses who provide services – not selling products

  7. Branded Leads Dashboard One Dashboard for Appointments, Payments and Documents

  8. Branded Leads Dashboard Manage all client communication

  9. Branded Leads Dashboard Manage clients contact information

  10. Accept, decline or reschedule appointment requests

  11. Automatically send email confirmations, appointment reminders and payment requests to your clients

  12. Engage Double new inquiries through your website 12

  13. Lead CapturingCustom client fields & questions

  14. Online Scheduling • Empower clients to schedule/reschedule on their own • Save time on coordination, automate reminders

  15. Full Mobile SupportList your services, fees and staff membersSync with your existing calendar 15

  16. Self-Service Portal Account access, anywhere, on any device 16

  17. Online PaymentsPay for services and invoices using credit cards

  18. Document SharingLet clients access documents & upload files

  19. Success Stories Eliminates double booking and no-shows Ensures prompt payment 100% of all appointments are made online and paid in advance 80%of bookings are through Engage—300% more than the previous scheduler Consulting A House of Style Beauty Salon

  20. Social & Email MarketingOptimize results with Facebook

  21. More Effective Email Marketing with Engage • Incorporate an online scheduling link in email signature • Maximize email campaigns results with clients taking action directly from the email • Measure email campaigns - beyond the click… • Tax & Accounting. 70% response rate with Engage and email marketing Saved 150+ hours of phone coordination, scheduling 700 client meetings • iPad Point of Sale Solution. 70+ appointments booked weekly (that’s 4 new leads per sales rep) – exclusively from email marketing.

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