23
Oct
Sales and Presentation
26
Sep
14
Jul
Find PPP Loan Information
Here you can find out if clients or local businesses have taken the PPP Loan. Business who took PPP can typically qualify for at least ...
30
Jun
Occams Sales Tools
Sales Script
Click image below to open
Rebuttals to Common Questions
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30
Jun
Occams Presentation Materials
Occams ERC Brochure - 1
Occams ERC Overview Brochure - 1
Occams ERC Brochure - 2
Occams ERC Overview Brochure - 2
30
Jun
A quick tour of the Occams Portal
The Occams portal will be activated when you send your first client through your Custom Link found on your Partner dashboard under the ...
29
Mar
Qualification Checklist
Click the image below for a downloadable, printable file
20
Mar
ERC Call Script
"Good morning Mr/Ms (name), have you received your ERC refund from the IRS yet?"
If they say "YES," then ask if they know any busine...