Jump Start Package

Web Form
Automation Package

WHAT IS IT?

Transform your lead intake and data entry management with our Web Form Integration Automation Package. Streamline both digital and phone lead intake seamlessly into your CRM, minimizing errors and ensuring each lead is promptly nurtured. Enhance lead handling efficiency and ensure your team focuses on what they do best—converting leads to customers. Get ready for a simplified, yet comprehensive lead management intake system.

HOW IT WORKS:

Efficient, Effective, Integrated:

 
Discovery: We start with a deep dive into your current CRM and lead processes.
 
Customization: Based on your needs, we help you enhance your web form for richer lead data.
 
Automation Setup: We’ll craft data entry and initial contact automations syncing with your CRM.
 
Launch & Review: We finalize with a review of the automation flow, then set your streamlined lead handling live.

INVESTMENT:

Initial Onboarding:  $1,495

 
1 Webform Connection
 
Automation Creation
 
Playbook Flow Chart of Automation
 
Hosting and Maintenance:   

$95 invoiced monthly or $900 invoiced annually

Before moving forward, we’ll assess your CRM to ensure it’s compatible with our Data Entry Automation services.     

Lead Capture Email
Automation Package

WHAT IS IT?

Perfect for businesses that receive leads via manufacturer lead submissions or other lead platforms, this package focuses on extracting data from form submission emails and automating the data entry into your CRM. This solution is especially advantageous for companies seeking to enhance their responsiveness to incoming leads without the need for manual data entry.

HOW IT WORKS:

Assessment: We ensure CRM and Lead submission email compatibility. 

 
Automation Development: We build and configure your email data entry automation system and intial communication.
 
Final Review & Launch: Approve the automated process, then watch as your CRM populates leads effortlessly, ready for immediate action.

HOW IT WORKS:

Perfect for businesses that receive leads via manufacturer lead submissions or other lead platforms, this package focuses on extracting data from form submission emails and automating the data entry into your CRM. This solution is especially advantageous for companies seeking to enhance their responsiveness to incoming leads without the need for manual data entry.

INVESTMENT:

Initial Onboarding:  $1,495

 
1 Email Source Connection
 
Automation Creation
 
Playbook Flow Chart of Automation
 
Hosting and Maintenance:   

$95 invoiced monthly or $900 invoiced annually

Before moving forward, we’ll assess your CRM to ensure it’s compatible with our Data Entry Automation services.     

Automation Creation:

Dropbox or Google Drive Automated Photo Upload: Automatic upload of pictures sent via form submission to cloud storage.  File named and filed in Named Folder.  

 

Initial Onboard: $495

Hosting and Maintenance:   

$29 invoiced monthly or $279 invoiced annually

 
 
Additional Email Source or Webform Connection:  Additonal Webform Capture or Email Source Connection to your Automation Package 

(Adding like source to existing package only, sources cannot be mismatched)  

 

Initial Onboard: $495

Hosting and Maintenance:   

$29 invoiced monthly or $279 invoiced annually