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The Systems Accelerator Manager (SAM) 
Platform Feature Details

Welcome to our Platform Feature Details section where you can learn more about each of the features inside your Systems Accelerator Manager (SAM) Platform Subscription. If you can’t find the answers you are looking for, Help@WorkflowSecrets.info.

The Systems Accelerator Manager (SAM )

SAM is designed to revolutionize the way real estate agents manage their businesses. With AI-driven automation and personalized tools, SAM helps you create the systems needed to run a successful business without the manual work and steep learning curve. Below are the key features that make SAM the ultimate platform for modern real estate agents:

Collaborate and Customize with Up to 25 Team Members

Building a successful real estate business requires teamwork, and SAM’s Team Members feature ensures that every member of your team can contribute. 

You can add up to 25 team members, each with profiles tailored to their expertise, writing style, and real estate niche. When a team member is selected during content generation, SAM adapts its output to reflect their voice and role in the business, ensuring that every message, lead follow-up, or marketing campaign feels authentic.

Imagine an agent who specializes in luxury properties - SAM will automatically customize content with a tone and style suited to high-end clients, while another team member focusing on first-time buyers will have resources created to match their niche. This means that your entire team can generate marketing materials, contracts, and client communications that feel uniquely theirs.

With all team members working within one system, collaboration is simple. Review each other’s content, refine ideas, and save successful campaigns for future use.

💡 Benefit Highlight: Every team member’s style is reflected automatically, helping you maintain consistency while delivering personalized communications across multiple roles.

🚀 Set up your team and let SAM do the heavy lifting for you! Try it today with your free trial.

Unlimited Generations & Saved Generations

Unlimited Content Creation - Tailored to You

Say goodbye to content creation limits. SAM allows you to generate unlimited business resources - from lead magnets and social media posts to marketing strategies and ad copy. Every resource SAM creates is customized to your business, niche, and writing style, ensuring you always have high-quality materials ready to use or refine.

With Saved Generations, you can revisit and edit past content anytime, helping you build a library of resources that grows and improves as SAM learns. The more you generate and save, the better SAM becomes at creating content that resonates with your target audience.

✅ Real-World Example: John, a real estate agent with a busy schedule, needed to create resources in the evening after working all day. Using SAM, he generated a set of customizable lead magnets in minutes. By saving these as templates, he could quickly tweak and Share them, saving hours of manual writing every week.

💡 Benefit Highlight: With no monthly caps on content generation, you’re free to experiment and refine until you find what works best for your business.

🚀 Start generating unlimited resources today and see how SAM can transform your business.

Access to All 9 Quests

Master the Foundation of Your Business with 9 Quests

SAM’s Quests are more than just guides—they’re interactive coaching tools designed to help you build the infrastructure of your business while training SAM to create even better resources. Each Quest focuses on a critical area, from lead generation and marketing to client retention and business planning. Think of them as step-by-step missions that guide you in creating key resources while helping SAM learn more about your goals and how you run your business.

✅ Real-World Example: An agent named Sarah was struggling with building a strong lead generation strategy. She started with the "Getting Started Quest," which guided her through creating an ideal customer avatar, defining her target audience, and building personalized marketing materials. Within two weeks, her ability to run lead generation doubled thanks to the highly targeted resources SAM created.

📊 What You’ll Gain: Complete each Quest and come away with ready-to-use systems like buyer personas, email drip campaigns, and follow-up workflows—all customized to your business.

💡 Benefit Highlight: Every Quest you complete strengthens SAM’s ability to generate personalized, effective content faster and more accurately.

🚀 Start your first Quest today and unlock key systems to grow your business!

Business Analytics Dashboards

See Your Business Like Never Before

SAM’s Business Analytics Dashboards provide a comprehensive view of your business performance. Track your progress, identify areas for improvement, and measure how your efforts are contributing to your overall success. With visual insights into lead conversion rates, Quest completion, and resource usage, you’ll know exactly where to focus your energy.

✅ Real-World Example: After implementing SAM’s dashboards, agent Maria realized she was over-relying on lead generation and neglecting client retention. By shifting her focus slightly, she improved her retention rate and work on increasing her repeat business.

💡 Benefit Highlight: SAM doesn’t just show you data - it tells you what to do next to achieve better results.

🚀 Log in and explore your analytics dashboard to uncover hidden opportunities in your business.

Realvolve CRM Workflow & Database Viewer

Seamlessly Transfer and Optimize Your Business Systems

With SAM’s Realvolve CRM Workflow Viewer, you can effortlessly view, download, and refine your existing workflows and templates - or export them alongside your contacts, property, listings, and transactions databases. 

Thanks to API access, migrating your entire Realvolve database into SAM has never been easier.

But SAM doesn’t stop at data transfer. Its built-in coaching feature analyzes your workflows and templates, suggesting improvements to help you deliver more effective client communications and streamline key processes. Plus, SAM converts your Realvolve workflows into dynamic, automated “Routines,” taking your business efficiency to the next level.

✅ Real-World Example: Emily, a real estate agent, imported her follow-up email workflow along with her client database into SAM. Within minutes, SAM reviewed her workflow templates and suggested updates to make her messaging stronger and more engaging. The results? Higher open rates, better responses, and improved follow-up conversions - all without the heavy lifting.

📊 What You’ll Gain:
1. Port over contacts, property listings, transactions, and workflows with ease.
2. Automatically convert Realvolve workflows into AI-powered Routines.
3.Get personalized coaching to refine and enhance your existing templates and workflows.
4. Much, much, more!

💡 Benefit Highlight: No more feeling stuck with outdated Legacy CRM systems - transition smoothly to SAM and unlock new levels of productivity without missing a beat.

🚀 Are you a Realvolve user? Experience the freedom to migrate and improve your business systems by importing your Realvolve data into SAM with  a free trial today!

SamChat: 24/7 Lead Management Chatbot

Capture Leads While You Sleep

SamChat is your 24/7 lead manager, always ready to answer questions, provide information, and gather contact details from website visitors. With a simple line of code, you can integrate SamChat into your website, ensuring you never miss an opportunity to convert visitors into leads.

✅ Real-World Example: Matt, a real estate agent, installed SamChat on his website. One early morning, while Matt was fast asleep, a potential client inquired about a property. SamChat answered the initial questions, gathered the client’s contact information, and scheduled a follow-up. The next day, Matt reached out and got the conversation started.

📊 How It Works:
1. Visitors engage with SamChat to ask questions or access resources.
2. SamChat captures key details like name, email, and preferences.
3. Leads are automatically added to SAM’s CRM for follow-up.

💡 Benefit Highlight: Capture leads 24/7 without lifting a finger and ensure every interaction feels personal.

🚀  Add SamChat to your website today and let it handle lead generation for you.

The ​Communications Matrix

Personalized Communication on Autopilot

The 'Communications Matrix' is SAM’s secret weapon for delivering personalized messages across email, text, and more. By analyzing client data (like preferred communication channels, past interactions, and preferences), SAM creates tailored messages that feel personal and drive engagement - without just using merge fields to add their name to the email.

✅ Real-World Example: David, a seasoned agent, used the Communications Matrix to automate birthday greetings and home anniversary messages. But when high-priority lead requested property updates via text instead of email, SAM automatically adjusted the messaging. 

The result? A delighted client who feels truly understood.

📊 What It Can Do:
1. Automatically generate personalized messages for leads and clients based on what you've learned about them.
2. Choose the best channel (email, text, call) based on client preferences.
3. Schedule communications for optimal delivery.

💡 Benefit Highlight: Improve client retention and engagement by delivering the right message at the right time.

🚀 Let SAM help you send better messages faster - start automating your communications today with a free trial.

AI-Powered All-In-One CRM & Properties Database

Your Complete Client & Property Management System for Real Estate Success

Managing clients and properties can be overwhelming, but SAM’s All-In-One CRM and Properties Database bring everything under one roof - making organization, personalization, and automation a breeze. 

By integrating both contact and property data into an interconnected system, SAM doesn’t just store your information - it actively uses it to help you build better relationships, create tailored marketing campaigns, and close deals faster.

Your Contact Database—More Than Just Names and Numbers

SAM’s CRM goes beyond traditional Legacy CRM databases that only store information - by creating rich, actionable client profiles. With every email, interaction, and transaction history stored in one place, SAM can automatically personalize your communications and trigger tasks to ensure you stay top of mind with clients.

📊 How It Works:
1. Comprehensive Client Profiles: Track communication preferences, transaction history, and key milestones.
2. Automated Follow-Ups: Let SAM send personalized messages triggered by milestones like anniversaries, birthdays, or follow-up requests.

💡 Benefit Highlight: Build long-term client loyalty by delivering the right message at the right time - every time.

The Properties, Listings & Transactions Database - Stay Organized, Close Deals

With SAM’s Properties Database, you can manage every aspect of your listings, from property details and seller preferences to client-specific updates. The system integrates seamlessly with SAM’s automation features, triggering marketing campaigns and reminders to ensure you never miss a step.

📊 What You Can Do:
1. Centralized Property Management: Store property specs, seller details, and listing updates.
2. Automated Marketing: Trigger personalized emails and follow-ups with just a few clicks.
3. Integrated Task Scheduling: Automatically schedule property tours, open houses, and client updates.

💡 Benefit Highlight: Streamline your listing process and reduce manual tasks so you can focus on closing more deals.

Why Combined Contact & Property Data Matters

By working inside a Modern All-In-One CRM Database, SAM allows you to:

> Easily match buyers with properties based on preferences and saved searches.
> Automatically notify clients when a new property matching their needs is listed.
> Send hyper-personalized updates about properties, upcoming showings, or pricing changes.
> Much, much, more!

This interconnected approach ensures that your efforts are coordinated, reducing missed opportunities and improving response times.


AI-Assisted Smart Contact Imports

Import Contacts Quickly and Accurately

Manually entering contact data is a thing of the past. With AI-Assisted Smart Contact Imports, you can easily import contacts from spreadsheets, CRMs, or email lists without worrying about duplicates or errors. SAM cleans and organizes the data automatically, so you can focus on building relationships.

📊 How It Helps:
1. Automatically clean and organize imported data.
2. Detect and merge duplicates.
3. Create complete, ready-to-use contact profiles.

💡 Benefit Highlight: Import your contacts once, and let SAM do the hard work of cleaning and organizing the data.

🚀Upload your contact list today and let SAM help you turn those names into leads.

SAM’s Custom Lead Forms: Capture and Organize Leads Effortlessly

Manually entering lead details is a thing of the past. With SAM’s Custom Lead Forms, you can collect important information directly from prospects through personalized forms embedded on your website, landing pages, or email campaigns. Each form submission automatically creates a contact in your CRM, triggers follow-ups, and ensures timely engagement.

✅ Real-World Example: Agent Jessica embedded a custom lead form on her website’s lead magnet page where she trades Resources on frequent questions for lead details. When a potential lead filled it out and those details were emailed to Jessica, she used a forwarding rule so SAM could instantly created a contact, scheduled a follow-up task, and sent a personalized thank-you email.

📊 How It Works:
1. Create customized lead forms tailored to your target audience.
2. Automatically import lead data into SAM’s CRM.
3. Trigger personalized follow-ups and workflows.

💡 Benefit Highlight: Never miss a lead or delay a follow-up - SAM’s automated process ensures every lead is nurtured from the start.

🚀 Start building your custom lead forms today and watch your pipeline grow without added effort!

Unlimited Templates

Personalized Templates for Any Situation, Ready When You Are

SAM’s Unlimited Templates make communication effortless. Whether you need follow-up emails, appointment reminders, or marketing messages, let SAM custom-generate your templates - tailored to your voice and business goals or build it yourself. No more starting from scratch - SAM pulls from your saved data to create messages that are dynamic and personalized.

✅ Real-World Example: Agent Lisa needed to send a welcome email to her new client. Instead of manually writing it, she used SAM to help create her message by simply sharing what she was working on. The system automatically personalized the message with the client’s name and relevant details making it ready to send in minutes.

📊 What You Can Do:
1. SAM-Built Custom Templates: Let SAM generate new ones based on your needs, or write it yourself.
2. Dynamic Personalization: Automatically insert names, transaction details, and preferences into each message.
3. Automated Delivery: Link templates to Routines for hands-free messaging.

💡 Benefit Highlight: Save time while ensuring every communication feels personal and well-crafted.

🚀 Create high-impact messages in less time than ever before using SAM.

AI-Powered Modern Workflow Automations (Routines)

Automate Repetitive Tasks and Focus on What Really Matters

SAM’s AI-Powered Routines are your secret to running a smooth, efficient business without the manual effort. Unlike traditional automations that require complex setup, SAM’s Routines are intuitive and built to handle everything from follow-up reminders to marketing outreach. 

Just define the action and the objective, and SAM does the rest - automatically creating your business automations based on triggers like new leads, listing updates, or client milestones. Or if you have a specific goal in mind, manually build your Routine and attach prewritten templates.

✅ Real-World Example: When a new lead enters SAM’s system, an automated Routine triggers a personalized welcome email, a task to schedule a follow-up call, and an alert for the agent to check back after three days if there’s no response. All this happens without the agent lifting a finger, allowing them to focus on nurturing the relationship.

📊 What You Can Automate:
1. Lead Nurturing: Send personalized follow-up messages and reminders.
2. Appointment Scheduling: Trigger calendar events and confirmations automatically.
3. Post-Closing Follow-Ups: Automate touchpoints like thank-you notes or referral requests.
4. Any system you can dream of!

💡 Benefit Highlight: Spend less time on repetitive tasks and more time on high-impact activities like closing deals and building client relationships.

🚀 Set up your first AI-powered Routine today and let SAM take care of the small tasks while you focus on the big picture with a free trial!

SAM Business & Team Calendars

Stay Organized with Integrated Team and Business Calendars

Managing appointments, tasks, and follow-ups is easier when everything is in one place. SAM’s Business & Team Calendars bring all your scheduling needs into one place. Whether it’s a listing appointment or a client follow-up reminder, SAM ensures nothing slips through the cracks.

📊 How It Helps:
1. Team Coordination: Assign and view tasks across team members to ensure accountability.
2. Automated Scheduling: Automatically add appointments based on task triggers.
3. Daily Overviews: Get a snapshot of your day, week, or month with easy-to-read calendar views.

💡 Benefit Highlight: Reduce scheduling conflicts and stay on top of deadlines with a fully integrated calendar system.

🚀 Sync your calendar today and experience seamless task management across your team and business.

SAM-Written Outbox (Email, SMS, Call Lists)

Effortless Communication Across Multiple Channels

SAM’s Outbox is your hub for sending personalized emails, text messages, and call reminders. With integrations to platforms like SendGrid and Twilio, you can easily send communications that feel personal, without the manual labor, or review messages that have been sent or are cued to send later.

✅ Real-World Example: When a property status changed, agent Mark didn’t have to manually inform his buyers. SAM’s Routine triggered a personalized SMS using the Outbox, informing clients of the update and prompting them to schedule a showing.

📊 What You Can Do:
1. Automatically send personalized messages via email, text, or calls.
2. Schedule and queue messages for review or immediate delivery.
3. Maintain a record of all sent communications for tracking.

💡 Benefit Highlight: Save hours of manual outreach and improve response rates by contacting clients through their preferred communication channel.

🚀 Leverage SAM’s Outbox today and turn timely communication into stronger client relationships.

SAM’s Seamless Integrations

Expand Your Capabilities with Powerful Integrations

SAM connects seamlessly with your favorite tools to ensure your business runs smoothly and efficiently. 

From real-time team communication through Slack to automated client touchpoints via webhooks, SAM’s integrations are designed to save you time, enhance collaboration, and elevate client experiences. These integrations work behind the scenes so you can focus on what matters - closing deals and growing your business.

Slack Integration: Stay Connected and Aligned

Stay updated with instant notifications about new leads, completed tasks, and key updates directly in Slack. Collaborate seamlessly and assign follow-up actions without switching between tools.

💡 Benefit Highlight: Keep your team in sync and reduce delays in responding to leads and tasks.

Gmail Integration: Centralize Communication

Send, receive, and track emails directly within SAM using the Gmail integration. Automatically log email threads to contacts, making it easy to stay on top of communication.

💡 Benefit Highlight: Improve follow-ups and stay organized with all client interactions in one place.

Dubb Video Messaging Integration: Personalize with Video

Easily create and send personalized video messages through emails and texts, helping you stand out and build stronger client relationships.

💡 Benefit Highlight: Increase engagement by adding a personal touch to your communications.

OpenAI Integration: AI-Enhanced Content Creation

Let SAM generate personalized emails, property descriptions, marketing materials, and more using OpenAI’s advanced AI capabilities.

💡 Benefit Highlight: Save time and create highly tailored, professional content instantly.

Webhook Integrations: Delight Clients with Personalized Touchpoints

Delight clients with automated gifts and personalized messages through integrations with services like Crumbl, Uber Eats, and Handwrytten, triggered by key milestones.

💡 Benefit Highlight: Build lasting client loyalty with thoughtful, automated gestures.

Twilio & SendGrid Integrations: Multi-Channel Communication

Automatically send personalized emails through SendGrid and SMS messages via Twilio, ensuring timely engagement through the client’s preferred channel.

💡 Benefit Highlight: Increase response rates by contacting clients where they’re most likely to engage.

Coming Soon Feature Details

On release these features will be automatically available inside your account if you are subscribed to this plan. 

AI-Powered SAM Business Assistants

Your Virtual Team Members for Enhanced Productivity

SAM’s AI-Powered Business Assistants act as virtual team members that handle tasks like data entry, lead follow-ups, and task reminders. Assign assistants to specific roles within your business and let them take care of the day-to-day admin work while you focus on high-value activities.

Circle up with them via virtual 'office-meetings' and help coordinate tasks, approve assistant-written copy, and oversee any part of your business you have an extra set of hands working in.

✅ Real-World Example: Agent Josh assigned a virtual assistant to follow up on cold leads. Within days, the assistant had reactivated several contacts by sending personalized messages and scheduling calls.

📊 What You Can Automate:
1. Lead follow-ups and check-ins.
2. Data entry and organization.
3. Task reminders and scheduling.
4. Marketing and sales.
4. Past-Client retention.
5. Much, much, more!

💡 Benefit Highlight: Free up your time by delegating repetitive tasks to AI-powered assistants.

🚀 Start leveraging SAM’s virtual assistants and boost your productivity today.

Insights: Agent Readiness Score Indicator (A.R.S.I.)

Identify and Fill Gaps in Your Business Systems

A.R.S.I. will give agents insights into the strength of their business systems by identifying gaps and offering actionable suggestions. By comparing your business structure to successful agents, SAM will guide you on how to implement critical systems that improve efficiency and growth.

💡 Benefit Highlight: Get personalized guidance on what’s missing and actionable steps to build those systems fast.

Insights: Agent Business Readiness Assessments (A.B.R.A.)

Custom Coaching to Optimize Your Business Performance

A.B.R.A. monitors your account and provides ongoing feedback on the content, resources, and systems you’re generating. This ensures your business is constantly improving and that every client interaction delivers a world-class experience.

💡 Benefit Highlight: Receive tailored recommendations to keep your business systems optimized and performing at their best.

Upcoming Integrations: Seamlessly Connect Your Tools

SAM is expanding its integration capabilities to help you do even more with ease.

SAM is expanding its integration capabilities to help you do even more with ease.

> Webhook Integrations: Automatically send personalized gifts, meals, or handwritten notes using services like Crumbl, GrubHub, Uber Eats, and Handwrytten.

> Calendar Integrations: Sync with Google Cal, Outlook, Apple Cal, and Exchange to keep your appointments, tasks, and deadlines organized across platforms.

💡 Benefit Highlight: Strengthen client relationships and stay organized with thoughtful automations and calendar synchronization.

Our Vision for the Future of Real Estate CRM: SAM

Our Vision for the Future of Real Estate CRM: SAM

SAM is expanding its integration capabilities to help you do even more with ease.

We believe we’re on the cusp of a radical transformation. The CRM, as we know it today - a system where agents manually input data, build workflow automations, and spend hours behind a desktop - will become obsolete in the next two to three years. 

Instead, agents will be working alongside a new kind of partner: AI-powered systems designed not just to store information but to actively understand their business, anticipate their needs, and execute tasks seamlessly on their behalf.

At the heart of this future lies a team of 'AI-Agents' (Assistants), integrated into a dynamic backend system that does what traditional CRMs could never achieve. 

These AI-Assistants will handle everything alongside you: automating workflows, managing leads, scheduling follow-ups, and creating personalized, high-impact content - without the agent ever needing to dive into the technical depths of the system. 

Instead of being tethered to a desktop late into the evening, real estate agents will be free to engage with their systems while on the go, as if they were speaking to a trusted team member who knows their business inside and out.

Imagine this: You’re on your way to a listing appointment, and instead of digging through notes or logging into a system, SAM briefs you in real time. It tells you about the potential buyer’s preferences, their last interaction with you, and any relevant details - so you walk into the meeting confident and prepared, and might even have a fun-fact about their favorite sport team or coffee.

The system has already sent them a personalized follow-up email confirming the meeting, and once it’s over, SAM automatically triggers the next steps - whether that’s an automated thank-you message, a property tour reminder, or a task for you to slip a hand-written letter into the mail thanking them for spending time with you today.

This isn’t just about automation for the sake of efficiency. 

It’s about creating a partner in crime, a system that works with you, not against you, ensuring no lead is forgotten, no task is missed, and every client experience feels personal and meaningful. SAM is designed to fill the gaps in a real estate agent’s day, from managing operational details to helping you uncover hidden opportunities you might otherwise miss.

We know the challenges real estate agents face today - 14-hour days, 6 days a week, constantly juggling appointments, client follow-ups, and administrative work. And we know that many agents either don’t have the time or the technical know-how to fully utilize the CRMs they’ve invested in. 

That’s exactly what we’ve dedicated our life to fixing! We’re eliminating the overwhelming complexity and replacing it with something intuitive, conversational, and intelligent.

SAM is laying the groundwork right now!

Our modern workflow automations via 'Routines' already trigger on key milestones and important dates, ensuring no step is skipped. 

By focusing on specific, actionable tasks - rather than overwhelming real estate agents with massive, complex multi-hundred step workflow automations - SAM helps agents tackle their day one win at a time. 

And because SAM’s automations draw from the context gained within the CRM, every communication feels natural and personalized, building deeper trust with leads and clients.

But this is just the beginning! Soon, SAM won’t just be automating tasks - it’ll be your coach, your assistant, strategist, and teammate. 

SAM will analyze your interactions, provide real-time insights on your leads, and guide you on how to engage them effectively. It will understand your voice, your style, and your goals, creating tailored content and communication plans without you having to lift a finger. 

As you work with SAM, it'll learns more about how you do business - removing operational barriers and freeing you to focus on what you do best - building relationships, closing deals, and helping dreams come true.

And here’s the best part: You won’t need to be a tech expert to succeed. 

SAM will be easy to use because it’s designed to work alongside you, not the other way around. Whether you’re chatting with SAM for updates, reviewing a personalized message it drafted, or approving the next step in a transaction, the system will feel like an extension of you.

We believe this is the future of real estate technology: a living, breathing CRM that feels like a trusted partner, because it is. 

The systems of tomorrow won’t just store data - they’ll actively collaborate with you, optimizing your business and giving you the freedom to spend more time doing what really matters. 

No more late nights stuck at a desktop, no more building workflows from scratch, and no more lost leads due to oversight. Instead, real estate agents will wake up each day knowing SAM has their back, keeping their business running smoothly, efficiently, and with purpose.

This is the future we’re building with SAM. A CRM that’s intuitive, proactive, and human-centered. 

One that doesn’t just support your business - it drives it forward, filling gaps, coaching you through challenges, and making sure you never miss a beat. 

We’re not just creating a tool. We’re creating the future of how agents will work, thrive, and redefine success in real estate. And it starts here, with SAM paving the way.

Let’s make it happen together. Let’s change the real estate industry for the better.


- Mark & Cody Stepp, Co-Founders of SAM

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About the Systems Accelerator Manager (SAM)

SAM is an AI-powered tool designed to help real estate agents and teams run and grow their business with less effort.

It places generative AI at the heart of your business operations, combining custom contact management, workflow automations, and smart databases for contact, properties, transactions, and listings. SAM eliminates the time-consuming process of building systems, letting you focus on what matters most - strengthening client relationships and closing deals.

With SAM, you can generate resources, manage leads, and stay on top of client communication without being buried in manual tasks. At Workflow Secrets, we believe that freeing your time with AI doesn’t just improve business, it gives you more time for the things that matter most - friends, family, and hobbies.

As we reach for this goal, SAM will continue to evolve, helping agents spend less time managing software and systems behind a screen, and more time getting conversational support - working in the background to prepare, learn, build, and execute - while you deliver a world class client experience, every time.

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