$299.00 / Month and $500.00 Sign up fee
Function: For service firms: when a new client signs, the agent sends welcome materials, schedules kickoff, assigns tasks, tracks milestones.
Why important: Ensures consistent onboarding, reduces mistakes, frees up staff time.
Value proposition: Better client experience, more efficient internal processes.
Function: For service firms: when a new client signs, the agent sends welcome materials, schedules kickoff, assigns tasks, tracks milestones.
Why important: Ensures consistent onboarding, reduces mistakes, frees up staff time.
Value proposition: Better client experience, more efficient internal processes.
