Welcome to the Retirement Crystal Ball

[memb_contact fields=FirstName], it is time to start closing deals!

If you are a new member, take a few minutes to learn how the Crystal Ball works using the links on the right.  If you’re ready to go, grab your link and get started.

Grab Your Link

Here is your link to the customized client page.  Use the link below to request the key information needed to generate a Retirement Crystal Ball report.  Once your prospect has completed the form, you’ll receive an email notification with their information.

Here is your link:

https://oh101.infusionsoft.com/app/page/na45?_RCBRef=[memb_contact fields=Email]

Copy and paste this link into an email, banner ad, social media, website, or anywhere you’d like to promote.

Email Templates

Writing the perfect email can be a challenge, so we’ve tried to help.  We have created two email templates you can use.  Click the button for the type of email you want to send, then copy and paste the message into your email program.

You’re welcome to change anything on the email – except the link.

Warm Email Template    Cold Email Template