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PROFESSIONAL SERVICES

Our Sales Operations Division first implements, streamlines, and automates necessary back-end systems (Drip campaigns, CRMs like Hubspot and Prosperworks/Copper, Zaps, and others) and then moves into helping you develop strategically planned customer experiences that improve retention, increase transaction value, and drive referrals. These services are backed by founder Shannon Bean Scalise’s deep experience and passion for Customer Experience Design.  

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E-mail: shannon@bookseefinancial.com

Phone No: (720) 500-4150

Arvada, Colorado

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