PT BIZ MASTERMIND UPDATES & ANNOUNCEMENTS

 

 

***Bookmark this page to stay up to date on all the content and events at PT BIZ***

UPCOMING EVENTS

 FALL LIVE EVENT

SEPTEMBER 14-15, 2023 

DENVER, CO

*CLICK HERE FOR HOTEL BOOKING LINK

 

 WINTER VIRTUAL EVENT

DECEMBER 4, 2023  

Online Event Only

 

SPRING LIVE EVENT

MARCH 7-8, 2024

ATLANTA, GA

 

FALL LIVE EVENT WEBSITE IS UP!!!

FALL LIVE EVENT WEBSITE

NEW CONTENT

Check here for links to new PT BIZ content

CUSTOMER JOURNEY 1on1 Deep Dive

 Want to see what the customer journey in action and with 1on1 feedback from Yves?

Look no further, click the link below to watch the video. 

 

CUSTOMER JOURNEY DEEP DIVE
 
What's working - Sales Associate & Customer Experience 

Yves did a deep dive with Matt Silver one of our Mastermind members. Matt has done amazing things with the customer experience and hiring sales associates! Go check out the training in the link below. 

What's working with Matt Silver
 
THE 86 MASTERY CHECKLIST

Take the 86 then get a specific list of content to work on where you scored lowest.

GET THE 86 MASTERY CHECKLIST

UPDATES & PERKS

 

NEW ADDRESS FORM

If you have changed addresses in the last 6 months, fill out the form below!

NEW ADDRESS FORM

 

REFERRAL PROCESS

We wanted to remind everyone about our referral process. Click the button below to learn more. 

REFERRAL SUBMISSION FORM

 

NEED BOOKKEEPING AND TAX HELP?

Are you interested in hiring the same accounting team we use at PT BIZ? Jeff Bullock is a CPA and owner of Elevation Tax Group. They work with several of our Mastermind members, and he has a special link set up a free call to see if his team is a good fit for you and your business! If you're interested in working with Jeff and his team, click the button below!

FREE CALL WITH JEFF

 

LIVE RAINMAKER CALLS 

We offer multiple calls each week as part of our Clinical Rainmaker program: Tuesdays at 10:00 am ET, Wednesdays at 8:00pm ET, and Thursdays at 12:00 pm ET. All calls will be Q&A style so choose the meeting that works best for you. Click the button below to find all links for the upcoming week. You will be able to click through these links at the appropriate call time to join the meeting. The links for these calls will change periodically, so make sure you are clicking through this email using the correct link!

CALL LINKS PAGE

QUESTIONS?

 

We want to hear from you, so send us a voxer message (text or voice)!

 

Rachel - Client Success Director

Danny Matta

Yves Gege

Jerred Moon