Integrate marketing, sales, and onboarding so you can scale your firm on autopilot with Cajabra’s proprietary JAB™ System.
Client Optimizer
Never let a lead slip through the cracks and into your competitor’s book of business. The Client Optimizer funnels leads from your Google Business Profile and your website onto your calendar 24/7.
Website form and Google Business Profile integration to qualify leads and funnel them to your calendar or a designated inbox
Dedicated phone number for 2-way texting and missed call/text back automation. If you can’t answer a call, your leads will get an instant text back. Send text reminders or updates, and allow clients to text you back.
Chat widget on your website that opens up a 2-way SMS chat, so users can leave your website and continue the chat!
Paid advertising
Premium Online Presence Package
Get a high-converting, modernized website and optimized online presence that elevates your brand and attracts your ideal clients. Stand out from your competition!
Website copy strategy, design, development, hosting, and light maintenance
Reputation management - get more 5-star Google reviews! (add on)
Optimized and regularly updated Google Business Profile (add on)
SEO - Search Engine Optimization
Business Advisory Marketing System
Get custom coaching and automated lead generation combined with proven strategies to maximize revenue from your existing book of business. You’ll wonder how you ever ran your practice without it.
1:1 coaching sessions to create firm brand messaging and content strategy
Implement automated prospecting systems for new prospects and for upselling your existing clients.
New client onboarding system with customized content
Custom training videos for your admins
Don't lose opportunities to another firm who simply communicated their advisory value better.
