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MMA Dash
Advisor Name Total This Month Available Credits Advisor Selected MMA Contacted MMA Promoted Remaining
Advisor Name Total This Month Available Credits Advisor Selected MMA Contacted MMA Promoted Remaining
Customer MMA Status Client Status Next Step Purchased Assistant
N/A

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# Agent: / / Industry:
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person
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person


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Stage:
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Next Step:
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Fees Estimate

Documents

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Potential Bonus
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Savings Estimate

Next Steps

Appointments

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Activity



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Notes
Svc Description Stage Next Docs Survey 1 Survey 2 Est. Sav Est. Fee
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  • file_upload flag done

Attach Custom Documents

OR

Your Basic or Advanced Program is Not Currently Active

Basic with Lead Feed

  • Weekly leads
  • Lead capture page
  • VIP monthly webinar
  • Commission bonus
  • Advanced closing desk support

Advanced with My Marketing Assistant

  • Everything in basic program plus:
  • Larger commission bonus
  • Dedicated closer
  • Weekly small group coaching
  • Marketing assistant to make calls on your behalf

MMA Update

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Contact Selector
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Industry Employees Miles
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Results: / /
Contact Name Phone Number Company Title Address City State Employees Sales Volume Industry MI Notes
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