With summer here, we realize that it can be difficult to get work done with all the vacations and family activities going on. That is why at Voice2insight we understand the importance of helping where we can. All summer long we will be having promotions specifically designed to help make your summer (and any other time of year) more enjoyable by eliminating some of your most tedious tasks!
So, for the month of June we would like all the Redtail Users to listen up because this one is specifically for you!!
When you sign up for a 15 day free trial on Voice2insight, we will give you and your clients The Expense Tracker (see below for details) for *free! All we ask you to do is try our service for 15 days because we are confident it will help you be more productive so that you are able to get to those vacations and activities without feeling guilty about leaving behind a ton of work.
Visit our website at www.voice2insight.com/freetrial to sign up today!
The Expense Tracker: More than 70% of Americans today are living from paycheck to paycheck. Tracking your spending is the #1 recommendation by all financial experts. The Expense Tracker is the leader in providing a real-time, simple way to track every penny. It has been featured on ABC4, Fox News, CBS, ZDNet, and ESPN Radio.
The Expense Tracker, a fun and ridiculously easy-to-use money tracking system, can be your secret to enjoying more financial freedom than you ever thought possible. The truth is that you must track your spending in order to control it – a fact proven by nearly all self-made millionaires.
The Expense Tracker “Financial Wellness” Program has 3 unique features to help you succeed:
- Auto-populates a spending plan (Budget) for you based upon your monthly income to get you up and running in less than 5 minutes!
- Tracks all receipts by simply taking a picture of the receipt and logging it to a category
- Tracks all mileage via the GPS on your phone.
- Access to exclusive video’s by Tax professionals in helping maximize our members current income
- Access to real time balance updates on spending categories and logging expenses via Voice
- Syncs with the expense tracker debit/credit card to auto-categorize each transaction
- Receive daily email reminders with remaining balance in each category and yesterday’s transactions. This way you never overspend!
- Find $200-$500 per month in misspent money.
- Get up and running in less than 5 minutes. Much easier than Quicken.
- Get instant balance updates using App, web, voice or text message.
- Enter expenses in real-time – whether cash, debit, or credit.
- Daily, monthly, and yearly spending reports. IRS compliant for small/home business taxes.
*One time processing fee of $4.95



Currently, some of our most loyal customers are our financial advisors because they understand the importance of documenting every client meeting and using the information to be compliant. According to the article
At some time or another all sales reps have fallen victim to using the phrase, “touching base”. For some it has worked, but for most it has been the kiss of death. Even though this phrase can kill a deal, it’s hard to be able to convey your desire to follow up or touch base without actually using those words.
With the start of the New Year come New Year resolutions. Everyone is really excited and gung- ho for the first few weeks or maybe the first few months. But come February, the dieting has been long gone, those gym passes are just cool key chains and getting those extra sales each week seem like lost causes.
Do you need to be compliant and do you have critical documentation? If so, Voice2insight is the answer for you.
Getting in touch with your lead in the first 24 hours of contact is the most important 24 hours. If you are like the majority of companies, it takes an average of 44 hours before that first attempt at contacting.
It seems as though the concept of Customer Relationship Management (CRM) has all but been forgotten, especially the purpose of the CRM… the Customer. However, according to CRM Magazine article Customer Experience Finally…and One Again – this “novel” concept is nothing new at all, the purpose of CRM is coming back. Businesses are again realizing the importance of the customer and making the experience for the customer a better one. Some companies, especially in this economy, may feel they do not have the money or resources to make the customers experience a memorable one. It’s not about the money necessarily as it is about how you treat your customers. “You don’t have to have the luxury; you just have to feel luxurious.” The article states that the number one way of helping your customers have a luxurious experience is by doing everything you can to make your product the easiest thing they will ever buy/use/fix/upgrade.
Friday’s can feel long and draining while trying to focus on work but really wanting it to be the weekend. This made my day, hopefully it does the same for you. Enjoy!!