- DIY Setup
-
RecommendedFirm Success Package
DIY Setup |
Recommended
Firm Success Package | |
Free | $1,500 | |
Platform Setup | Self-guided using online resources. May take longer due to trial-and-error. | Expert-led setup: Get your system configured quickly and correctly with guidance tailored to your firm’s needs. |
Training Sessions | Watch our YouTube Videos | 2 personalized 1-hour sessions: Tailored training to fit your team’s workflows and improve efficiency right from the start. |
Workflow Optimization | Build and adjust workflows using pre-built templates and help docs. | Custom optimization: Collaborate with our experts to design efficient, automated workflows that save time and minimise errors. |
Ongoing Support | Full access to our knowledge base and tutorial library. | Post-training access: Get additional resources, follow-ups, and email support to reinforce what you learn. |
Time to Launch | Start onboarding clients at your own pace, following our step-by-step setup guides. | Faster implementation: Complete setup and team onboarding faster with personalized guidance. |
Post-Onboarding Review | DIY performance monitoring using reports. | Post-launch review and adjustments to improve firm outcomes. | Start DIY Setup (Free) | Buy Now* |