Establishing Your Business

PHASE IV: Establishing Your Business

    1. Business Plan & Income Goal

    2. Create CRM: Ixact (lead generating website & CRM) - annual fee with Halo's discount

      • We are very excited to announce HALO's partnership with IXACT Contact.  Ixact Contact provides a very user-friendly CRM & Lead-generating website.

Click on THIS LINK and type “HALO” in the Partner Code box to start using this CRM tool FREE for 35 days. You can sign-up for the discounted price of $36/month after a 35-day free trial.

Our rep at Ixact Contact can assist you in setting up your CRM & website:
Sales Representative
Elm Street Technology, LLC
[email protected]
(866) 665-0018 | @IXACTContact

  1. Order Name Badge, Shirts, Presentation Folders: Back office Marketplace
  2. Order Business Cards, Open House Signs, Postcards, any marketing material: Urban Grafiks
  3. Send out Introductory Message: Post on your Social Media Accounts, Texts, Emails
  4. Attend Trainings
    • Weekly Zoom with Regina
      • Check the Training Schedule & Zoom link from "My Account"
    • 24/7 training videos with David Knox
    • Office Trainings: Check the schedule from Trainings Tab
    • Elite Coaching/Training Program with Jack Alia of Floyd Wickman Coaching