GMG Savings Support Center

Client Articles 7

• CPA Alliance
• Feasibility Study, What is It and Why & When Does It Need to Be Done?
• Results Call, Why?
• The 3 S's - Survey, Schedule, Sign
• How Does a Client Activate Their Client Portal?

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WOTC 13

• Can WOTC or Hiring Tax Incentives be taken on Existing Employees?
• How Do You Know If WOTC Is Already Being Taken Advantage Of?
• Isn't My CPA Already Taking Care of WOTC?
• Is WOTC Available In Spanish?
• Can H2B Employees Take Advantage of WOTC?

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ERC 1

• ERC Quarterly Payroll Reporting

Cost Seg 0

Advisor Emails 3

• Make Hay When the Sun is Shining - B Harrington
• The Biggest Battle of Our Professional Lives - J Sanchez
• Elevator Pitch, Your First Step to Success

Scripts / Email Templates / Social Posts 2

• Email & Script: Existing Hiring Incentive Client Increase In Benefit
• Develop Your Elevator Pitch for Agents

Client and Portal Management 30

• Premium Marketing Program
• How Do I Get Clients Started with Services?
• How to Use Your Marketing Toolbox
• How Can I Edit Contact Information for a Client?
• How Do I Add a New Contact to a Client Card?

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