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What To Expect On Your Discovery Call

We look forward to hosting you on a Genius CRM Discovery Call! We’re confident that our platform is going to change how Agents do business. We wanted to make sure that we know all your needs and insights.


You should know that on this initial Discovery Call our main job is to understand your needs, goals, and pain points. You can rest assured that on this call no one is going to try and “sell you” any software. Before we ask you to subscribe we need to make sure that we know what result you are aiming for from your business.


Our goal is to partner with you and your agency for many years. This is why our approach is not limited to a transactional conversation. Just like you, we desire to build better relationships with our clients.


This first call should last roughly 30-minutes, your Account Executive will walk you through the Genius CRM platform and show you how it can revolutionize your business. This Discovery call is not a commitment, if you feel that it isn’t a good fit for you, we’ll definitely let you know.

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