core setup | $200

Get yourself up and running with our Core Mission Suite Account Setup. This self-service setup option is perfect for “do it yourselfers” who just want to jump in and start building out their own account.

Your Core Mission Suite Setup includes:

-  Four initial contact groups: Leads, Clients, Networking Follow Up, Referral Bench

- Our automated Networking Follow Up system

- Our automated Referral Bench system

- Email templates for networking follow up, keeping in touch with your referral bench and booking calendar confirmations

- Unlimited live training and support for you and your users

The Core Mission Suite Account Setup is required for all new Mission Suite accounts.

basic setup | $400

Want a little more “hands on” support? We’ll customize your Mission Suite account for you so that, from the time you start working on your account, it’ll be set up just for you.

Every Basic Setup includes:

-  Everything included in the CORE account setuup

- Custom group segmentation

- Create custom fields

- Create shared access users

- Create tags

- Create custom activity types

- Define sales stages

The Basic Mission Suite Account Setup package is an optional upgrade for all new Mission Suite accounts.