
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.