SaaS OBM Service

Please note that all SaaS OBM plans require a minimum commitment of three months.

ESSENTIAL

  • 2 Support Zoom Calls

  • On Demand Knowledge Base

  • Exclusive User Community

  • 1 hr Strategy Session monthly

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Audit must be complete prior to starting

$200 monthly

SELECT & PAY

PREMIUM

  • 2 Support Zoom Calls

  • On Demand Knowledge Base

  • Exclusive User Community

  • 1 hr Strategy Session monthly

PLUS:

  • 3 hrs CRM implementation services**

Audit must be complete prior to starting

$425 monthly

ADVANCED

  • 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**

Audit must be complete prior to starting

$625 monthly

** 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 for automations and newsletters

  • 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

  • Email deliverability evaluation and strategies to improve

  • Tagging strategy and contact segmentation

  • Strategies for behavior-based marketing and personalization

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