Our setup service ensures your account is fully customized and ready to support your business from day one. This package includes:
- System Branding & Customization – Setup tailored to your company’s information, including your logo and brand identity.
- Users and Permissions – Add users and permission levels.
- Marketing Profiles & Channel Connections – Integration of your existing marketing accounts for posting and lead management.
- Reviews Integration – Add reviews integration for supported channels
- Pipeline Setup – Configuration of 1 sales pipeline to manage your leads and clients.
- Calendar Setup – Creation of 1 calendar for scheduling and appointments.
- Phone Number Setup – Provisioning of 1 phone number for calling and SMS.
- Mail Domain Connection – Connecting and authenticating your email domain.
- Website Domain Connection – Connecting and authenticating your website domain.
- AI Agent Setup – Setup of 1 AI agent to support your client engagement.
What’s Not Included:
The setup fee covers only the items listed above. The following features and services are not included and can be added separately based on your needs (additional costs apply):
- Website builder
- Funnels
- Forms and Surveys
- Memberships
- Automations
- Integrations
- Email marketing campaigns
These add-ons will be scoped and quoted separately.
This ensures transparency: You know exactly what’s included in the setup fee, and any additional work will be customized for your business goals.