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We focus on minimizing cost, 
maximizing effectiveness,
 and automating as many tasks as possible.

How We Can Help You

Managing relationships and streamlining your customer journey.

CRM Software



Story Selling


How do you generate MORE sales AND spend LESS time in your business?

It takes a three piece system:

1. Marketing – Identify your ideal customer (customer avatar), and establish where to find them.  Whether it’s through Social Media or other traditional forms of advertising, you have to grab their attention (hook), connect with them emotionally (story), and then present them with your offer.

2. Customer Relationship Management (CRM) – Once you’ve acquired your prospect or customer’s contact info, you need a place to store, manage, and apply that data.  This is where a CRM comes in, giving you the ability to create forms, surveys, email campaigns, and more.

3. Automation – Ideally, your CRM platform possesses the capability to automate some of your backend processes with workflows, so you don’t have to manually fire off each process.  Things you can and should automate: Contact information entering your CRM, moving prospects from one stage of your sales pipeline to the next, initial communication (email & text) with prospects, interactions with prospects to make and confirm appointments, etc.

How to Effectivly Play the Insurance & Benefits Game

Do you offer employee benefits?  Are your employees or employee prospects asking about benefits?  As a solo business owner, do you have individual life, health, and disability insurance?  Do you have or offer a retirement plan?  As a small business, can you afford to offer health insurance to your employees?  

If not, you’re not alone.  What are your options?  Who do you trust to navigate such a complex piece of your business?

At ROI Consulting, we keep things simple.  Through our strategic partnerships, we provide turn-key solutions for your needs.  From Voluntary Employee Benefits (employees select which benefits they want, it’s payroll deducted, and saves the employer having to pay the associated payroll tax), to retirement plans, and individual insurance products, leveraging the experience of our strategic partners, we structure a plan that fits your unique needs.

 Let us take on the burden of finding the right fit for you.