Onboarding

1-hour call to align system needs, existing tools & access permissions

Account Setup

- Custom domain (for emails, landing pages, etc.)

- User profiles & team seats

- Calendar connections for automated bookings

CRM & Pipeline Configuration

- Up to 3 custom pipeline builds (e.g. leads, sales & recruitment)

- Custom tag configuration x10

- Custom fields creation x10

Marketing Automation

- 5 custom form builds (lead gen, exit intent contact, call booking,

support)

- Automated appointment booking

- Lead nurture automation workflow

- Conversation Al setup

- 5 core automation builds (lead nurture, missed call text-back,

appointment reminders, review requests, long-term nurture)

Training & Launch

- 1-hour live training session for your team

- 30 days support with a Dedicated Automation Specialist

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