About SureShot
Helping Sales Agents Close More Deals with Less Effort
Helping Sales Agents Close More Deals with Less Effort
After years as a sales manager in the volunteer benefits space, I saw firsthand how sales agents were drowning in follow-ups, losing leads, and struggling to keep their pipelines organized. The problem wasn’t effort—it was the lack of a system designed specifically for agents like you.
That’s why I built SureShot—a sales agent-focused CRM designed to streamline follow-ups, automate outreach, and keep your pipeline moving. No more leads slipping through the cracks.
No more second-guessing what to do next. Just a clear, repeatable
process to turn prospects into clients—faster.
Why SureShot?
There are plenty of CRMs out there, but most are built for generic sales teams—not for agents navigating the unique challenges of the volunteer benefits space. SureShot is different. It’s designed by a sales agent for sales agents.
With SureShot, you don’t have to waste time on manual outreach or guess what to do next. It’s all mapped out for you—so you can focus on selling, not scrambling.
Automate Your Follow-Ups
Never lose a lead due to missed communication.
Stay Organized
Track every lead, conversation, and deal in one place.
Convert More Clients
Follow a proven, structured process that moves leads efficiently through the pipeline.
Built by an Industry Insider
There are plenty of CRMs out there, but most are built for generic sales teams—not for agents navigating the unique challenges of the volunteer benefits space. SureShot is different. It’s designed by a sales agent for sales agents.
With SureShot, you don’t have to waste time on manual outreach or guess what to do next. It’s all mapped out for you—so you can focus on selling, not scrambling.
The SureShot Difference
Easy-to-Use Interface – No steep learning curve, just straightforward tools that make sense.
Smart Automation – Personalized follow-ups that nurture leads without extra effort.
Sales Agent-Centric Features – Tailored workflows built specifically for the volunteer benefits space.
Proven Sales Process – A repeatable system that increases conversions.
What Others Say:
Teaming up with Upshot for our website was super smooth and actually fun. They were all about making things easy for us, always quick to get back and spot-on with their tips. It felt like they really got what we were aiming for and nailed it. We ended up with a cool website that's just right for our brand. Big thumbs up for Upshot if you're looking to up your web game.
Bri Dressen
Revive Complex Care
I was very impressed with Brian. He went out his way to learn about our business, how we wanted the video to feel and represent our company. He sent us questions to think about beforehand in order for us to give well thought out responses during the interview. I could not be any more pleased with how our video came out! Give Brian a try, you won't regret it. 5 stars!!!
Darcy Blazek
Blazek Diagnostics & Auto Repair
I had a great experience working with Brian. As a struggling small business owner I was desperate for help with my social media marketing. His extensive knowledge and experience make him an invaluable source of information and guidance. He consistently went above and beyond my expectations. He has revitalized my marketing approach. It is my great pleasure to give my highest recommendation on his behalf.
Jason LaBarthe
Idaho Mobile Physical Therapy
I recently had the pleasure of working with Upshot for branding, video, and marketing services. The quality of their work exceeded my expectations. From start to finish, their team exhibited the utmost professionalism, creativity, and attention to detail. First and foremost, their branding expertise truly shines.
Lisa Manning
Capability
UPSHOT Video & Marketing transformed my business by creating a brand that truly resonates with my audience and building automation that saves me countless hours. They took the time to understand both my customers and the most effective ways to streamline my marketing efforts. I wholeheartedly recommend them to anyone looking to elevate their marketing system and achieve greater efficiency.
Richard Fabulich
Capital West Mortgage
Try Us Risk-Free for 60 Days!
Try Us Risk-Free for 60 Days!
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