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
-
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
-
X
+ Forms -
X
+ Forms/Survey -
X
+ Forms/Survey -
X
+ Forms/Survey -
X
includes Cross Sell -
X
-
3
-
10
-
5
-
3
Gold
-
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
Package
Sales Pipeline
Individual at $200 with basic
automations
Complex Pipeline price varies.
Renewal Pipeline
Individual at $200 with basic
automations
Complex Pipeline price varies
Xdate
Individual at $200 with basic
automations
Complex Pipeline price varies
Custom Pipeline to choose, example.
Service
Claims
Benefits
Life
Cross-sell
HR
WorkFlow Automation:
Annual Seasonal Templates
(12+ templates)
Custom Forms
Individual at $10 per form with 5
questions
Conditional/Complex forms starting at
$80
Email/Text Templates
$80 – Simple (words only, 1 graphic)
Starting at $80/ complex template
Marketing Campaign Setup
Individual price starting at $250
Zapier
Additional $300 per Zap
Hours of Services
BRONZE
$3,000
ONE TIME
Birthday Welcome Client PolicyRenewal
2
5
2
1
5
SILVER
$5,000
ONE TIME
+Forms
+Forms/Survey
+Forms/Survey
1 more pipeline
Bronze, +Birthday
New Policy
X date
GoogleReview
5
10
5
3
10
GOLD
$8,500
ONE TIME
FullWorkflow including.
Label,leadsource
automation,lost
reasonsautomation
Includesfullybuilt
customWorkflow
automations
Includesfullybuilt
customWorkflow
automations
2+ more pipeline
Bronze+ Silver +
Cross-sell and
2 custom WF
