Hello,
PLEASE NOTE THE CHANGE TO OUR NEW PROVIDER: OCCAMS ADVISORY.
ConnectMyBiz - Group Telegram
ERC Knowledge Base
Your Information:
First Name:
Last Name:
Rep ID:
Email:
Phone:
Referral Partner Type:
Your Referral Partners:
Your Custom Links:
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Send a Business Over to Occams for ERC
This is your main link to get a business started. You may fill this out yourself, or you may send this link to a business owner. For more information on how the Occams process works, see the Training Center. https://connectmybiz.net/erc-qualify/?rep_id= |
Copy URL | Open |
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Business Owner Email Invite Portal
Fill out the client's info on this form yourself. Places the client into an automated sequence of emails to invite them to learn more about ERC and to submit their own inquiry with you and with Occams Advisory. https://connectmybiz.net/prospecting/?rep_id= |
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Referral Partner Sign up link
Send this link directly to a person you’d like to sign up under you as a referral partner. https://connectmybiz.net/erc-mwp/?rep_id= |
Copy URL |
Rep Agreements, Tax Info, & Direct Deposit:
In order to get paid on any of your ERC client funds, you must complete the following Contractor Agreement, W-9, and Direct Deposit information.
Direct Deposit: https://connectmybiz.net/direct-deposit-document/direct-deposit-authorization-form/
Prospect Pipeline
For clients who are in the ERC process with BrightPoint Associates, login to your Monday.com board to track specifics on each of your clients in the ERC process.
If you submitted your client as of June 19, 2023 to Occams Advisory, you will have an Occams portal to track your client’s progress. If you do not have any clients yet, you won’t have a Monday.com login or an Occams portal yet.
Training Center
Wednesday Training Webinar (10:30 Central Time)
