 
											Discovery & Strategy Session
We assess your goals, pain points, and tech stack to create a tailored onboarding roadmap.
 
											Technical Setup
We configure account settings, roles, integrations, and custom domains.
 
											CRM & Pipeline Configuration
Setup of pipelines, custom properties, contact segmentation, and lifecycle stages
 
											Marketing & Sales Hub Setup
Forms, landing pages, email templates, automation workflows, and deal stages.
 
											Dashboards & Reporting
We build dashboards aligned with your KPIs and reporting needs.
 
											Team Training & Support
Live training sessions, recorded demos, and internal documentation.
 
		
		
    	
		 
		
		
		 
								
								
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