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Jason Bell

[Prospect Reach] How Custom Fields Work

By Jason Bell / August 16, 2022

Welcome to My Local Agency’s Blog! This tutorial will go through how custom fields work. Custom Fields are used to send out emails where you might need to use a field that holds some kind of value for a contact.   Let’s go through how to set up your custom fields:   Step 1: You […]

[Contact Reach] The Ins and Outs of IVR

By Jason Bell / August 2, 2022

Welcome to My Local Agency’s Blog! This tutorial will go through what IVR is and its properties and how to integrate it into your campaigns! IVR stands for Interactive voice response. It is used to have an auto answer in contact reach whenever the subscriber calls the campaign number IVR can record messages it can […]

[Coupon Reach] How to Set Up a Client Portal

By Jason Bell / July 19, 2022

Welcome to My Local Agency’s Blog! This tutorial will show you how to set up the client portal in Coupon reach.  The client portal is used to give access to your clients so they can redeem coupons at the counter using their own portal This is useful if your clients want to have full authority in redeeming coupons […]

How to Integrate Contact Reach into Prospect Reach

By Jason Bell / July 12, 2022

Welcome to My Local Agency’s Blog! This tutorial is about integrating your Contact Reach account with Prospect Reach After setting this up you’ll be able to add contacts from your Prospect Reach campaign directly into any Contact Reach campaign.   Step 1: To start login to your Prospect Reach account   Step 2:  From your […]

[Contact Reach] How to Set Up Client Emails

By Jason Bell / June 21, 2022

Welcome to My Local Agency’s Blog! Today we are going to go over how to create emails that you can send to your clients whenever they sign up for a new account, when they cancel etc. inside Contact Reach.   First you will need to log in to your Contact Reach software.   Step 1: […]

[Coupon Reach] How to Set Up an Autoresponder

By Jason Bell / June 14, 2022

Welcome to My Local Agency’s Blog! Today we are going to go over how How to Set Up an Autoresponder in Coupon Reach. This tutorial is about setting up a 3rd party autoresponder for your Coupon Reach account.   Step 1: Open your CouponReach Software   Step 2: Go to the “Menu”  Go to “Settings” […]

Objection Handling Scripts

By Jason Bell / June 7, 2022

Use these scripts to handle objections so you can land more appointments and clients!Use in all sales situations from booking appts to closingUse to handle any objectionsACCESS YOUR SCRIPTS: >>DOWNLOAD SCRIPTS 1<< >>DOWNLOAD SCRIPTS 2<<

[Prospect Reach] How Signature Templates Work

By Jason Bell / June 7, 2022

Welcome to My Local Agency’s Blog! Today we are going to go over how Signature Templates work in Prospect Reach.   Signature Templates are used to append information at the end of all of your prospecting emails that you send out. Any campaigns you send out this is what is used at the end of […]

[Contact Reach] How to Set Up Twilio

By Jason Bell / May 24, 2022

Welcome to My Local Agency’s Blog! In this tutorial we are going to show you how to set up the Twilio Settings in Contact Reach. You need to have Twilio Settings set up so you are able to text out and receive texts in the system. *If you have not set up your Twilio Account and […]

How to do a Sales Meeting

By Jason Bell / May 11, 2022

Today we are going over  How to do a Sales Meeting! This tutorial will dive into the sales process, how to frame the meeting, examples of sales scripts and how to deal with objections. We hope you enjoy– make sure to Like & Subscribe!  

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