Business Review
Review what changed this month, what needs attention, and what should be prioritized next for the website, follow-up, and outreach.
This is KMI's active business and communication hub. Review daily website and lead activity, see Ell Vii's Automations updates, open KMI's CRM, send documented messages or pictures, and plan outreach, website, and growth priorities.
Review what changed this month, what needs attention, and what should be prioritized next for the website, follow-up, and outreach.
Use this portal as the starting point to schedule time, prepare talking points, and keep business conversations focused.
Track new ideas such as automation, digital outreach, lead follow-up, content, donation flows, and future support needs.
Choose three acceptable one-hour times. Ell Vii's Automations will select the option that works best. The request remains Pending Confirmation until approved.
Send a message or picture through the portal. The email and CRM conversation stay connected for both sides. If you would like to send pictures for your website, please send them through the email form below.