What's Included:
2 Support Zoom Calls
On Demand Knowledge Base
Exclusive User Community
1 hr Strategy Session monthly
3 hrs CRM implementation services**
PLUS:
Additional 3 hrs CRM implementation services**
Note: 3 month commitment to start
** SaaS OBM Implementation Services:
Your SaaS OBM Implementation Services are to assist you with leveraging automation and expertise of the CRM to assist you with streamlining your business operations. Below is a list of common implementation projects to give you an idea of what is included, but is not comprehensive. Please ask your SaaS OBM for guidance.
Design and build landing pages for lead magnets
Design and build funnels for sales pages, event registration, online courses
Build emails
Build automations
Build out of online courses
Build out of online community
Build appointments
Integrations using no code solutions
Consolidation of technology solutions into CRM
CRM training
SaaS OBM Implementation Services are not virtual assistant services and not to complete day to day tasks within your business. All copy writing and copy editing are your responsibility. Below is a list of tasks that our SaaS OBMs do not conduct.
Content writing for all material
Copy editing for all material
Social media post scheduling
Social media management
Weekly newsletter management
Managing day to day activity of contacts within CRM
Managing day to day activity of opportunities within pipeline
Social media ads design, setup, or management
