You’re in. You’ve made a smart move, and we’re here to make sure it pays off.

Whether you signed up today or several months ago, this is your official welcome into the Keepful CRM system, in partnership with Universal Accounting. This isn’t just another software tool — it’s a complete business system designed to automate, streamline, and grow your firm.

🎉 What You Now Have Access To:

• ✅ 3-Month CRM Access (included with your purchase)
• ✅ Bookkeeping Funnel & Automation
• ✅ Tax Funnel & Automation
• ✅ In the Black Funnel & Training
• ✅ Traffic Made Easy System
• ✅ 5-Minute Client Activation System
• ✅ Regular Clients from LinkedIn System

💻 Your Tech Suite – Set Up For You

No need to go through the 6-Day Fast Track Master Class — our team is handling your full setup!

• Custom 5-page website
• Consultation automation
• Contact & relationship management
• Email marketing
• SMS/text messaging marketing
• Marketing analytics & performance tracking
• Surveys & forms
• Calling & voicemail tools
• Membership & course tools
• Unlimited users
• E-signature for engagement letters
• 12 months of pre-written newsletters
• Social media planner
• Website chat feature
• Custom CRM dashboard
• AI Employee (pay-per-use)
• Pre-built marketing funnels

🧑‍💼 Support & Community

You’re not doing this alone! Here’s how we support you along the way:

• Email assistance
• Bi-weekly Power Lunches (live Zoom Q&A sessions)
• Access to our Members-Only Facebook Community

🔑 What’s Next?

If you haven’t filled out your activation form yet, don’t worry — go to the bottom of this page and follow the directions for "Log in to your CRM Account"

If you already submitted your form, our team is working behind the scenes to launch and customize your CRM. We’ll be in touch shortly with the next steps.

💬 Questions?

Didn’t receive your form or need support?

📧 Email: [email protected]

Welcome again — let’s build something great together.