Keeper

Written By Gillian Tracey

Keeper Demo

Join reps Josh and Jillian & Sage for a demonstration of Keeper. They review how the software helps with task management, communication with clients, automated review of financials, and management reporting.

Keeper Slide Deck
 

Partner Details

  • Each advisor will get a dedicated customer success manager when they sign up

  • Advisors receive a 20% discount on their first 3 months

  • Link to use when browsing and exploring Keeper: https://keeper.app?via=breakaway

  • Discount code to use when signing up: BAandKeeper

  • Advisors should reach out to Jillian below after signing up, for dedicated onboarding support

our keeper representative

Reach out anytime with questions or issues.

Jillian Plank / Account Executive

jillian@keeper.app

Joshua Musler / Marketing

josh@keeper.app

Gillian Tracey

Wife, dog mom, and designer based in Columbia, MO specializing in crafting bespoke brand identities and Squarespace sites for creative small business owners. Lover of mountains, wildflowers, fresh strawberries, and good stories.

www.gilliantracey.com
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