September 2023: What’s new with Mobile Assistant

by | Sep 20, 2023

Welcome to the September update for Mobile Assistant! Read on for a roundup of content we’ve recently published, snapshots of where we’ve been traveling, and everything else you need to know about the elephant.

Content Roundup

We’ve been busy publishing content on our brand-new blog and want to make sure you know what to expect. Twice a month, we’ll be adding blogs with our thoughts on industry happenings or spotlighting parts of the Mobile Assistant app that you should know about.

5 Essential CRM Workflows for Rapid Meeting Responses

What actually is a workflow, how do you create them, and what are the top 5 you need to ensure your team follows up rapidly with clients after meetings? We cover it all in this blog.

[Read Now]

7 Factors to Consider When Choosing Dictation Software

You already know that Mobile Assistant saves you time, money, and headaches by getting your entire team onboard with the same client meeting processes. But there might be more for you (or a friend who needs dictation) to discover.

[Read Now]

Where is the Elephant? 

Our CEO, Corey Westphal, made waves at the 2023 Future Proof Festival, located right next to the stand on Huntington Beach.

Corey with Tony Stich of Entrustody (left) and Brian Portnoy of Shaping Wealth (right).

Corey with Tony Stich of Entrustody (left) and Brian Portnoy of Shaping Wealth (right).

Jason Nachreiner again took to the road to present at Redtail University in Nashville, Tennessee.

Jason Nachreiner again took to the road to present at Redtail University in Nashville, Tennessee.

Where to Find the Elephant Next

You can catch both Corey and Jason at Nitrogen’s Fearless Investing Summit, October 2 to 4, in Miami, Florida.

Learn more about the Fearless Investing Summit

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