Learn How to Use the CountingWorks PRO Marketing Platform
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The CountingWorks PRO Marketing Platform keeps everything together in one secure place. No matter how many clients you have or how many team members are working on a project, our marketing platform makes it easy to attract, satisfy, and retain more clients.
Class 101: The Basics
Learn the basics of your marketing platform to turn your one-to-one referrals into a referral machine.
Use the dashboard to analyze metrics
Change portal settings to fit your business
Manage your appointments and scheduler
Manage your clients
Class 201: Communication With Your Clients Is Key
Master the tools we offer to communicate with your clients, nurture leads, and track communication performance.
The messages tool to send custom mass emails
The communication tool to send holiday greetings, review requests, etc.
The leads tool to create and set up nurture campaigns for your leads
Class 301: Master Your Online Presence
Discover the ins and outs of your website editor, access your marketing library, & build your brand further online through our ProScore.
Use the basics of the Website Editor
Navigate and use the Marketing Library to create custom brochures and videos