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The Foundation Setup is paid and we're ready to roll. Here's your plan going forward: your $50/mo command center, the phone lines we're setting up, and the deal on new jobs. While your team is out until August 2, I'll move your Smartsheet over and get Melissa up to speed so you come back to a system that's ready to go.
Three moves, in order. Tap each one to see what's inside.
Your whole business in one place, for the same money you already spend on Smartsheet. The difference is this one actually helps you sell.
Done and paid. This is the one-time setup that gets everything moved over so the rest just works. Here's what it covers:
The part that isn't in the setup, because it depends on how many lines you want. My advice is two, so you ramp up faster and keep sales and office separate.
Your first campaign. Instead of paying for cold leads, we go back to the hundreds of customers you already earned over the years.
Once your list is working, we go after new customers too. Each of these is priced on its own, whenever you want it.
Slow and steady. We fix the inside before we go after the street, and we don't get in the way of the jobs you've already got going.
Setup is paid and I start the migration while your team is out. The only thing I need from you: put a card on file in your LayerOne portal so your $50/mo platform and your two phone lines can run without you thinking about it. Three steps, two minutes:
You don't need these to start. Add them once the house is clean. This is how the brand actually gets built and how your team gets comfortable.
A half-day, sitting down with you and your team. This is where CRV finally gets one look and one name, the thing the McAllen guys have and you don't yet.
You said it yourself: you want to bring Melissa and the team along, not get left behind. I teach this for a living, so I'll make sure you actually use these tools, not just pay for them.
Send it straight to David. This goes right to his phone, and he'll get back to you fast.