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Account Setup Service
Our comprehensive account setup service is designed to empower your business with the tools and knowledge necessary to maximize the potential of your Excess Elite CRM. This hands-on session will provide personalized guidance, ensuring your systems are set up efficiently and tailored to your unique needs.
Account Setup Overview
Cost: $100
Step 1: (1) Hour - Initial Meeting
Step 2: (2-3) Weeks - Account Setup
Step 3: (1) Hour - Post Meeting
Step 4: Finished
What's Included?
Account & Business Profile Setup
Setting up your account entirely.
Note: You must have a valid EIN # and LLC Business
A2P Verification Assistance
A2P (Application-to-Person) requirements for secure and effective communication via your business phone numbers.
Automation Configuration
Streamline your processes by having us set up workflows and automation tailored to your business model.
Excess Elite University Walk-through
Access courses and community resources with a guided tour of the University platform.
Auto Dialer Setup
The team will set up auto dialers in order to make sure calls can be made through the automation.
SMS and Email Tools
Setting personalzed SMS and Emails for your business.
Snippet Creation
Create reusable text snippets to save time and standardize communication.
Lead & Database System Navigation
Learn to access valuable resources such as property appraiser links, claim filing instructions, and clerk of courts resources.
Lead Downloads
Download leads seamlessly from the Lead and Database System.
Lead Uploads
Organize and upload leads into your CRM for easy management.
Feature Utilization Tips
Get insider tips to fully harness the CRM’s capabilities.
Q&A Session
Address any questions to ensure you are confident using the platform moving forward.