Managing your recruiting and onboarding of new agents can be a LOT of information to handle – not to mention managing your active agents in the field.

Hubspot is a great tool for all of the above – it eliminates the need for spreadsheets, whiteboards, Trello kanbans, etc. And the bonus is, it’s totally 100% free to use. There are upgrades they’ll try to sell you as you use it, but the way we have it setup is totally free.

In this video I go through exactly how our system is setup for maximum effectiveness.

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Eric Hemati

Eric Hemati

Representing Family Heritage products since 2002.

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