Hi {first_name},

I have been helping Businesses like yours increase customer service and new clients without large agency fees.  We are able to engage and followup visitors to your website, and automatically followup with them with a specific message, whether their needs are accounting, tax planning, tax return preparation, personal financial consulting, estate and trust, or small business consulting, while maintaining the personal touch.

I thought you and Joel would be interested in learning about this new technology that boosts your companies  bottom line.  

Contact me if interested for a quick chat on the details, thanks

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888-616-2741