Digital CRM Toolkit for ReMarkable & SuperNote



The first page features a Client Board where you can include key information like account name, contact information, and notes. It’s important to outline why you are interested in a customer. When you discover a true interest with the customer, such as believing in their product or their leadership, that is going to encourage and motivate you to want to be a partner of theirs.

The Client Board also features six different containers to help the sales process, including:

  • Prospecting
  • Qualifying
  • Pitch
  • Value Proposition
  • Why Buy
  • Objectives


If you could please help us understand how you learned about us.

Even though we offer walk-through videos and guided steps for installation support. We understand some achievers don’t want the hassle and would rather have professional support. You can schedule a time for our team to do a remote installation on your device.

Training sessions are conducted virtually over a zoom call. Branden will work with you to integrate the planning system into your planning workflow.


A Customer Relationship Manager for digital planning professionals. This digital notebook is available for OneNote users.

This product is included FREE in the Key2Success Business Planner.
> 2020 – 2021 Business Planner Bundle
> 2021 Business Planner


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