The Standard plan has access to:
Unlimited user accounts (Basic plan: Limited to 2)
Unlimited Contacts (Basic plan: Limited to 3,500 contacts)
Up to 45 minutes of custom support per month (Basic plan: Limited to 30)
Courses
Memberships
Communities / Private Groups
Affiliate Manager
Websites with Sales/Marketing Funnel structure and A/B testing
100's of Templates for Sales/Marketing Funnels
Surveys (Forms with advanced conditional logic)
Social Planner for Facebook, Insta, LinkedIn and more
Optional AI chatbot (additional fee required)
Optional Unlimited usage of AI for voice, chat, funnel content & review replies (additional fee required)
The Standard+ plan includes WordPress hosting for one site. Additional WordPress sites are available for $14.99 per installation per month.
Additionally, the Standard+ plan includes up to 60 minutes of custom support each month (versus 45 for the Standard plan). This time is usually dedicated to ensuring your WordPress installation is secure and up to date.
Yes! Available as a monthly add-on subscription to boost delivery and open rates for high volume bulk email. Learn more
Yes! Our SMS functionality includes a one-time set-up fee, a monthly subscription of $10 per 1,000 segments, and pay-per-use for monthly usage beyond 1,000 segments. Learn More
Marketing Contacts List Migration
We know first hand how tedious a job it is to export, clean up, and import a large contacts list. With this option, we'll do it for you from start to finish.
SEO Audit of your website
Need a snapshot of your website's SEO health? Take advantage of our audits when you need them — once a year, once a quarter, whatever works best for your team.
Lead Generating Email Marketing Funnel & Sales Generating Email Marketing Funnel
Funnels creation, including copywriting, is available on a per-project basis, to suit your specific needs.
Doman Registration
As with any registrar, domains are available on a year-to-year basis. Your registration will auto-renew annually.
Dedicated IP for Sending Domains
Available as a monthly add-on subscription to boost delivery and open rates for high volume bulk email. Learn more
SMS Capability Add-on
Our SMS functionality includes a one-time set-up fee, a monthly subscription of $10 per 1,000 segments, and pay-per-use for monthly usage beyond 1,000 segments. Learn More
New Website Conversion Optimization
This is a 6-month optimization plan. Pay monthly for 6 months, or all at once. Decide to renew or not based on what best meets the needs of your strategic marketing plan. Learn more
Traffic Generation with SEO
It takes time to drive traffic to a website. This is a year-long, SEO-driven plan to improve your rankings and click-through rates. Learn more
Subscriptions begin when the New System Set-up Protocol is complete –or– 14 days after your initial order, whichever comes first — that's assuming the delay isn't on our end. If it is, your subscription starts when the Protocol is complete, even if it's past 2 weeks. (We're not about to charge you for something before it's ready for use.)
Implementation of our New System Set-up Protocol relies on how quickly our System Set-up Call is scheduled and the timely delivery of your branding assets and completed System Set-up Form. A delay on our end may occur due to the volume of new Clients at one time; we'll be open and transparent about any delays if they occur.
During our Live 1-on-1 Set-up on Zoom:
User Account Creation
Company Info Entry
2-way Email Integration (Gmail or Outlook)
SMTP Email Integration (for other email service providers)
Domain Integration
Sending Domain Set-up
Calendar Integration (Outlook, Google, iCal or Calendly)
Booking Calendar
Payment Processor Integration (Stripe, Paypal, NMI, Square & more)
Facebook Page Integration
We'll provide a list of what to bring to the call.
Using Information You Provide:
2 invoice templates
One-time and recurring
Basic CRM Set-up (with import of contacts .csv you provide)
Create Enews Opt-in Form
Create Enews Workflow
Campaign Template & List Compliance
Branded Form Template creation
Branded Webpage Template creation
Branded Membership Portal Set-up*
Branded Course Template creation*
*Standard and Standard+ plans only
Don't currently use some of the above? You’ll have a head-start should you choose to in the future.
To preserve system integrity and make sure that your account is optimized for the best experience, we personally complete all relevant items in the New System Set-Up Package for our clients.
Then, you'll be ready to dive in and create all the workflows and campaigns you need without having to sweat the technical details first!
To complete your simplified business and marketing system, you need:
A registered domain name
If you don't already have one, it can be purchased directly from within your account!
If you need domains and prefer to use another registrar, we recommend Namecheap.
Business Email on your domain
Even if you don't send marketing emails, having business email on your domain will have a huge positive impact on the perceived legitimacy of your business. And, it will enable your form responses to be delivered to your business inbox with ease, rather than sent to spam by strict ISPs such as Gmail, Outlook, Yahoo! and others.
➡ Need email on your domain?
We recommend Google Business Starter for most of our small business clients.
Learn More about our Business Email on Domain set-up package.
For subscriptions and one-time fees that are purchased with a subscription, we accept Visa, Mastercard, Amex, Discover, plus Google Pay, Apple Pay, and ACH.
For one-time purchases, we accept Visa, Mastercard, Amex, Discover, Google Pay, Apple Pay, Afterpay and Klarna. Afterpay and Klarna are offered at a purchase amount of above $250 or $300, depending.
To make a one-time purchase via ACH, contact us.
Of course!
We offer a 30-day money-back guarantee once your subscription begins! Cancel anytime.
New System Set-up fee is non-refundable. See our Terms & Conditions for details.
Cancel anytime with 28 days written notice. (An email from a verified account decision maker to [email protected] works fine.)
View our Terms & Conditions of Service for full details, such as what happens to your data when you cancel.
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