
Become a Balanced Business Owner by adding Entrepreneurial Mindset and AI Assisted and Automated Managerial How-To to your Professional Expertise.
We will liaise with you to obtain access to your assets (in a secure way) that will be required for a proper Account setup.
That's stuff like:
Business information and logo for setup of the sub-account and profile.
Docs required for registration of a Regulatory Bundle (needed for the Phone system).
Credentials for setup of integrations
Access to DNS manager (to manage records)*
Website Access (so we can integrate Webchat widget)
Proper Setup of a Business Profile for good compliance
Applying for a Regulatory Bundle on your behalf (Compliance stuff)
Configuring a dedicated phone number for your sales team (that's 2-way SMS, calls and voicemail recordings)
Setup a dedicated email sending domain (and all the right config for best deliverability so you have less chances of going to spam)
Configuration of Calendar Settings (preferences, availability and connections)
Domain & DNS setup (For funnels , websites, sending email domain)
Webchat config and integration with your website (if you have one)
Reputation setup (Review link, Review request message, Review widget for website)
Membership Settings** (App Settings, Custom Domain, Email and Site)
Integration of Stripe, Authorize.Net, Paypal or NMI Accounts***
Integration of Google Analytics. If you already have Google Analytics account, we'll help you integrate it with our software.
Integration of Google AdWords. If you already have Google AdWords active account, we'll help you integrate it with our software.
Integration of Facebook Page and Instagram for DMs: Eligible for business Facebook pages that are linked with Business Instagram account (Not personal). If you have both, we'll help you integrate.
Configuration of Calendar Settings (preferences, availability and connections).
Integration of Google My Business Account, GMB Messages and Call tracking: If you already have Google My Business Profile active account, we'll help you integrate it with our software.
TikTok Lead Forms (and Lead Form Fields Mapping): Eligible for TikTok 'Business' accounts only. If you have one setup we will help you integrate it for you.
Facebook Lead Forms (and Lead Form Fields Mapping): If you have Facebook Ads Manager already setup we will help you integrate it so that any FB Lead Ads you run will show leads info in the CRM.
Social Media Channels in Social Media Planner****: Following Social Media Platforms are available for integration: Facebook Page, Instagram, TikTok, LinkedIn Page, Google My Business Posts and Twitter (X). We will help you integrate any of these as long as you have an account on these already setup.
We will handle configuration for your Admin user account setup. This means we will help you:
Set personal info & photo: You just provide profile photo, we'll handle the right dimensions.
Setup up email signature.
Set Call & Voicemail settings.
Integrate your Zoom (or Google Meet) account for any future Online Video meetings.
Integrate your Google or Outlook calendar: This will then be used by any appointments scheduling system for obtaining availability.
Configuring user's Google or Outlook for a 2-way email sync.
To make sure account is fully functional and ready, we will run a few live tests to make sure the system operates as intended:
We'll check Email deliverability.
We'll check that Email replies come back to the system.
Test of the Phone system, call recording, and call reporting.
Review requests system (to make sure message go out and have the right Google Review links.
Test of SMS deliverability and proper Opt-out setting (for compliance).