Professional Services
Discover our new services, we want to help you to increase your sales by building your automations, templates, and teach you how to do it.
Package
Price
X Include
-
Sales Pipeline:
Individual at $20 with basic automations Complex Pipeline price varies -
Renewal Pipeline:
Individual at $20 with basic automations Complex Pipeline price varies -
Service & Claims Workflow
-
Workflow Automation:
Birthday Welcome Client New Policy X Date Turning 65 Google Review Renewal -
Annual Seasonal Templates:
(12+ templates) -
Custom Forms:
Individual at $10 per form with 5 questions Conditional/Complex forms $20 -
Email/Text Templates:
$10 - Simple (words only, 1 graphic) $20/ complex template -
Marketing Campaign Setup:
Individual price $30 -
Zapier:
Additional $100 per Zap
-
Hours of Services
Silver
$
1,000
-
X
+ Forms -
X
+ Forms/Survey -
X
+ Forms/Survey -
X
+ Forms/Survey -
X
includes Cross Sell -
X
-
3
-
10
-
5
-
3
Popular
Gold
$
2,000
-
Full Workflow including:
label, lead source automation, lost reasons automation -
Discovery call 30 min. for custom automations
-
Includes fully built custom Workflow automations
-
Includes fully built custom Workflow automations
-
X
-
5
-
20
-
10
-
5
-
20
