Affiliate Business Services

INFUSIONSOFT

You now have a way to make your sales and marketing happen automatically! 

Grow your sales, get organized and save time with Infusionsoft!  They know a thing or two about sales and marketing automation.  After all, they are the leading provider of small business sales and marketing software.

Infusionsoft is just one tool we use and recommend to better serve our clients.

Here's an example of what Infusionsoft can do for your business:

  • Automatically alert your sales and marketing team when someone fills out a web form
  • Automatically send customers follow up emails
  • Automatically add your customers to specific marketing campaigns

You can set up a campaign using the software that will do the same for your business... and that's just the beginning!

Infusionsoft has helped thousands of businesses succeed since 2001. 

Get more information by clicking the Product Demo Button below:

Pat Live

PATLive is Live Receptionist Services at its finest, encompassing an award winning team of over 150 Virtual Receptionists available 24/7.

Did you know that up to 75% of callers hangup when they get voicemail?  With PATLive, you’ll never miss an important call or message again. Best yet, callers will never know they’ve reached an answering service. Our highly trained U.S. agents greet callers with the same rapport that you’d expect from an in-office receptionist.

  • 100% of agents located in the USA
  • Bilingual service in English & Spanish
  • Customizable agent scripts
  • Customizable call forwarding
  • Real-time message to email
  • Flexible message delivery options

PATLive was founded in 1990 when we started up with just 5 employees and our first 20 customers. In the 28 years since, PATLive has grown to a team of over 200 and supports thousands of businesses across the country. With decades of experience working with just about every industry, our agents have the know-how needed to deliver truly superior service on every call.

Our agents are the best in the industry because we care about quality from the very start. We hire less than 2% of our applicants after a vigorous screening process, spend weeks with them in training, and then give them a dedicated coach to monitor and ensure awesome performance. 100% of our calls are recorded, which we use to make sure our agents give great, consistent service around the clock.

It's Easy to Get Started:

Get a Number, or Forward Yours To Us

When you signup for services we’ll provide you with a phone number in your choice of local city or toll-free prefix. If you already have a number that you want to continue using, that works too. You can either forward the calls to your PATLive number, or you can permanently port the number in to reside on our platform.

Configure Your Custom Call Flow

Our agents can do as little or as much as you’d like when we answer your calls. When you setup service, a script consultant will talk with you to understand how you’d like for us to handle your calls, and we’ll setup a custom call flow for our agents to follow. Whether you need us to take messages, collect leads, receive orders, register event attendees, or act as your virtual receptionist, our team will put together a script that gives you exactly what you need.

Receive a Call Summary for Every Call

When we begin answering your calls (24 hours after script setup), we’ll follow the call flow you designed and send you the corresponding message, lead, order, etc. within minutes of call completion..

Click the Start Free Trial Button below or call Pat at 888-388-3307 to get started today.

LivePlan 

How Much Does Live Plan Cost?

LivePlan offers two different packages with a twist. For their monthly product bundle, you get 50% off their first month. Or you can save more with their annual pricing plan.

  • Monthly Package – $19.95/month ($9.95 for the 1st month)
  • Annual Package – $11.66/month

Click the "Start My Business Plan" button to learn more about this world leading cloud based software.

Reduce Overhead

LivePlan is an effective and easy to use platform that can help users create solid business plans from conceptualization down right to implementation and performance tracking. LivePlan makes it easy for any enterprise to form ideas and thoughts and then gradually turn those ideas into viable concepts through collaboration and testing.

Once the ideas have proven their merit, LivePlan also provides users with a solution that can help them pitch their ideas to top dogs and industry leaders for approval and funding. But LivePlan doesn’t stop there. The system carries performance tracking and forecast features to help users monitor their progress and make the necessary configurations as they go along.

Overview of LivePlan Benefits

LivePlan is a great business planning tool that helps users create viable business plans from mere ideas. With its user-friendly system, users can easily plan their strategies, throw impressive pitches for approval and funding, and then track their progress.

The system is also loaded with tools and instructions and over 500 sample business plans to make things a lot easier. Users can incorporate formats provided by banks and investors to ensure that expectations and standards are met.

Collaboration is essential when it comes to creating business plans. That is why LivePlan comes with a set of collaboration tools to enable users to discuss, share, and brainstorm ideas and come up with workable concepts.

With LivePlan’s pitch features, users can create one-page inforgraphics for better and more detailed business presentation.

  • Automatic Financials: No hassling with formulas. Financial tables, charts, and reports automatically created
  • Step by Step Instruction: Fill-in-the-blank simplicity walks you through entire process beginning to end.
  • 500+ Sample Plans: 500+ sample business plans covering all industries to defeat writer’s block
  • Expert Advice: Expert video tutorials and definition of key terms from renowned business plan expert
  • SBA-Approved Form:Produces lender-approved, professional, visually impressive documents
  • One-Page Pitch: Build an infographic executive summary for quick pitching
  • Performance Dashboards: Visual dashboards for real-time tracking against budgets and sales goals
  • QuickBooks and Xero Integration: Real-time syncing with your accounting software for at-a-glance reports
  • Access Anywhere, Anytime: Update your plan and track your business health from anywhere with internet
  • Customizable Themes: Choose from 10 different eye-catching, professional themes when you print or export your plan
  • Export Your Plan: Export your business plan at anytime to Powerpoint, Word or PDF format
  • Collaboration Tools: Collaborate easily across your team. Share plans securely with partners and investors.
  • Multiple Plans: Supports working on multiple business plans
  • Benchmark Data: Find out how your company is doing compared to others in like industry, size, or locale
  • Milestones: Create milestones for the key events in your plan and start tracking your progress.
  • Multi-Device: LivePlan is cloud-based so PCs, Macs, and tablets are all welcome.
  • Expert Toll-Free Support: Phone, email, and chat support
  • Secure and Confidential: Your business data is completely locked down and safe.

Overview of LivePlan Features

  • Easy Financials
  • Impressive Plans
  • Samples and Examples
  • Build Your Pitch
  • Expert Guidance
  • Easy Financials
  • Impressive Plans
  • Samples and Examples
  • Build Your Pitch
  • Expert Guidance

What Problems with LivePlan Solve?

..to concentrate on doing what you love, like performing your essential business tasks that inspired you to go into business in the first place
...to dedicate more time to satisfying current customers and building stronger client relationships
...to focus on new business strategies and expansion
...to have fun on your weekends, which are usually dedicated to catching up on administrative duties, cutting into time with family and friends.

You get a step-by-step process to follow

LivePlan asks you questions about your business, you plug in the answers. It’s as easy as that. You’ll get straight-forward instructions with examples on:

  • Ways to write a pitch that grabs investors’ attention
  • What to include in your marketing plan
  • Every other essential piece of your business plan

All the financials are calculated for you.

LivePlan tells you exactly what kind of financial information you need to enter and then it does all the calculations automatically using built-in formulas. So you end up with razor-accurate financial statements that include all the tables that a lender or investor expects to see.

Working to make you irresistible to your target client!

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