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
