100 Answers To Get You Started
This is how we get you started.
Concierge Onboarding, Maintenance & Support
What Do You Get with Your Fully Managed Platform?
1. What do I receive as part of the setup for my business?
You’ll receive a fully customized setup that includes a website template tailored to your business vertical, sales funnel template, claim offer form, email campaign templates, custom automations, sales pipeline template, social post templates, and digital ad templates. All of these are specifically designed to help you drive sales, grow your business, and keep your customers loyal.
2. How is my business information configured in the platform?
We configure your business details within the General Settings Tab. This ensures that all your business information, including your logo and contact details, is seamlessly integrated across the platform, making sure everything works smoothly from the start.
3. Will all new features be activated for me?
Yes, we activate all the latest features in the platform for you, including those in the “Labs” section, allowing you to experience and benefit from the latest updates and tools available.
User Profiles, Communication, and Social Media Setup
4. What about user profiles for my staff members?
We’ll create user profiles for your staff members, linking them to the services they provide. This includes setting up their calendars, so they are ready to manage appointments and bookings right away.
5. How do I handle communication and phone number setup?
We take care of setting up your business phone number, enabling you to send and receive calls and text messages directly within the system. This includes configuring call forwarding, call recording, and completing mandatory A2P verification for compliance with US regulations.
Standard Rates & Data Apply
6. Is my email domain set up for marketing?
Absolutely. We set up a dedicated email domain for your marketing efforts, ensuring your messages are delivered successfully and avoiding potential filtering by email providers. This optimizes your email marketing strategy from day one.
7. How are my social media accounts connected?
We connect your business’s Facebook, Instagram, LinkedIn, X, TikTok, YouTube, Pinterest, and Google Business Profile to the platform. This allows you to manage messages, reviews, and posts from these accounts directly within the system, streamlining your social media management.
Ready-to-Use Templates and Automations
8. What templates are included in my setup?
You’ll receive ready-to-use templates for emails, social posts, digital ads, proposals, invoices, and message snippets. These templates are designed to align with your business needs, making your communication and marketing consistent and effective from the start.
9. Are automations configured for my business?
Yes, we set up custom automations tailored to your business processes, ensuring that your workflows—such as lead nurturing, appointment scheduling, and follow-ups—run efficiently without requiring manual intervention.
Automations: Automations do work for you. They take care of things without you needing to do anything.
Workflows: Workflows are steps that get stuff done in the right order, auto
10. How are customer interactions managed?
We configure message templates (snippets) and video replies, allowing you to respond quickly and consistently to customer inquiries. These tools are pre-set to streamline your communication, enhancing customer satisfaction and engagement.
Website, Funnels, and Sales Tools
11. Will my website be fully functional?
Your website will be fully set up with your services, FAQs, and social media links all integrated. We also enable a chat widget on your site, allowing you to easily convert visitors into leads through real-time communication
12. How is my sales funnel configured?
We build and optimize your sales funnel, ensuring it’s ready to drive traffic, capture leads, and book appointments. This includes updating the SEO metadata and configuring all necessary settings for maximum effectiveness.
13. What about my sales pipeline and calendar setup?
We review and configure your sales pipeline and calendars to match your specific business needs. This setup allows you to track leads and manage appointments seamlessly.
Payment Processing and Advanced Tools
14. Is payment processing integrated into my platform?
Yes, we integrate Stripe for seamless payment processing, enabling you to accept payments through your website, funnels, and booking calendars. This setup includes creating products, proposal templates, and invoice templates that streamline your billing processes.
15. How are review requests and responses managed?
We set up and automate your review request emails and SMS messages, making it easy for you to gather customer reviews. Additionally, Review Reply AI is activated to automatically respond to reviews, enhancing your online reputation.
16. Are there advanced tools included in my setup?
Yes, your platform includes advanced tools such as Text-2-Pay, Google Business Chat integration, and a branded domain for your links. These features are all configured and tested to ensure they’re ready to use, helping you capture, nurture, and close leads more effectively.
Ongoing Support and Optimization
17. Will I receive ongoing support?
Our team provides continuous support to ensure your platform remains optimized as your business grows. We’re here to assist with any updates, troubleshooting, or enhancements needed to keep your operations running smoothly.
18. How do I expand my use of the platform?
As your business evolves, we’ll help you scale by expanding your use of the platform’s tools. Whether it’s adding new automations, refining your marketing strategies, or integrating additional features, we’re here to support your growth every step of the way.
19. How are my marketing campaigns set up?
We design and launch your marketing campaigns, including email, SMS, and social media, all customized to your business goals. These campaigns are pre-configured with the best practices to ensure maximum reach and engagement.
20. What types of digital ads are included?
You’ll receive a set of digital ad templates, tailored to your business’s target audience. These ads are configured and ready to launch, designed to drive traffic and generate leads efficiently.
21. Are my campaigns optimized for different channels?
Yes, we ensure that your marketing campaigns are optimized for all relevant channels, whether it’s email, SMS, or social media. This multi-channel approach maximizes your marketing efforts across the board.
22. How do you ensure that my campaigns align with my business goals?
Yes, we ensure that your marketing campaigns are optimized for all relevant channels, whether it’s email, SMS, or social media. This multi-channel approach maximizes your marketing efforts across the board.
23. Will I have access to campaign performance analytics?
Absolutely. We set up detailed analytics dashboards for you to monitor the performance of your campaigns in real-time, allowing you to see the impact on your business immediately.
Customer Relationship Management (CRM)
24. How is my CRM configured?
We set up your CRM with all necessary integrations, custom fields, and automations, ensuring it’s tailored to your business operations. This includes everything from lead management to customer follow-ups.
25. How are my customer interactions managed?
All customer interactions, including emails, calls, and SMS, are easily viewed, tracked and managed within your CRM. This allows you to maintain a comprehensive observation of each customer’s journey and effectively engage them.
26. What custom fields are added to my CRM?
We add custom fields specific to your industry, ensuring that all important customer information is captured and easily accessible. These fields help in segmenting your customers for targeted marketing.
27. How do you automate customer follow-ups?
Automated follow-ups are pre-configured based on customer actions, such as inquiries or purchases. These automations help keep your customers engaged and nurture them towards making a purchase.
28. How is customer segmentation handled?
We segment your customer base into relevant categories, such as by behavior or demographics, allowing for more personalized and effective communication. This segmentation is done automatically within your CRM.
Automation and Workflow Optimization
29. What types of workflows are included?
We include X# workflows for lead nurturing, appointment scheduling, follow-ups, and more, all pre-built and customized for your business. These workflows automate routine tasks, saving you time and improving efficiency.
30. How do automations improve my business operations?
Automation streamlines your processes, reducing the need for manual intervention. Whether you’re sending reminder emails or updating customer records, these automations ensure everything runs smoothly.
31. Can workflows be customized further?
Yes, while we set up the workflows based on best practices, they can be further customized to fit any specific requirements or changes in your business operations.
32. How are complex multi-step workflows managed?
We design complex multi-step workflows that handle everything from lead capture to final sale. These are carefully structured to ensure every step of the customer journey is optimized.
33. How is workflow performance monitored?
We set up monitoring tools that track the performance of your workflows, allowing for adjustments and improvements as needed. You’ll have access to reports that show how each automation is contributing to your business goals.
Website and SEO Optimization
34. Is my website SEO-optimized?
We optimize your website for search engines, including updating meta tags, keywords, and content. This ensures your website ranks well on search engines, driving organic traffic to your business.
35. How are landing pages set up?
We create and configure landing pages that are designed to convert visitors into leads. Each page is optimized for both user experience and search engine performance.
36. What about mobile optimization for my website?
Your website is fully optimized for mobile devices, ensuring a seamless experience for users on smartphones and tablets. This mobile-friendly approach helps capture leads from all devices.
37. Are my web forms ready to capture leads?
Yes, all web forms are set up and integrated into your website and landing pages, designed to capture essential lead information and funnel it directly into your CRM.
38. How do you ensure my website’s security?
We configure your website with the necessary security protocols, including SSL certificates and regular backups, ensuring that your site is secure and your customer data is protected.
Social Media Management and Engagement
39. How is social media presence managed?
We set up your social media accounts, including content posting, engagement tracking, and analytics. This ensures consistent and effective communication with your audience. Content Creation, approvals and scheduling are DIY or quoted for service.
40. How are social media posts scheduled?
When creating your social media content, posts can be easily scheduled in advance, using a content calendar that aligns with your marketing strategy. This keeps your audience engaged without the need for daily management.
41. How is social media engagement tracked?
We track all forms of engagement, including likes, shares, comments, and messages, providing you with insights into how your audience interacts with your content.
42. Do you handle social media paid advertising campaigns?
We create, launch, and manage your social media ad campaigns, optimizing them for maximum ROI. These ads are designed to target your ideal audience and drive them to your website or landing pages.
43. How are customer inquiries on social media managed?
If the inquiry comes via a DM, it will appear in the Customer Contact area. Currently, comments made on posts need to be replied to directly through the social platform.
Reputation Management and Customer Feedback
44. How do we manage our online reputation?
We set up and automate your review requests, helping you gather more positive reviews on platforms like Google and Facebook. Additionally, we activate AI-driven responses to ensure all reviews receive prompt attention.
45. What tools are used to gather customer feedback?
You have several options including feedback forms, surveys, and automated review requests, making it easy for customers to share their thoughts. The feedback is collected and analyzed to help you improve your services.
46. Are reviews reposted on social media?
Yes, positive reviews are automatically reposted on your social media accounts, increasing your reach and showcasing your business’s reputation to a broader audience.
47. How do you ensure compliance with review platforms?
All review management activities should comply with the guidelines of platforms like Google and Facebook, protecting your business from potential issues.
48. Is my business notified of new reviews?
Yes, you’ll receive notifications whenever a new review is posted, allowing you to stay informed and respond quickly if necessary.
Data Management and Reporting
49. How is my data managed on the platform?
We manage all your business data, including customer information, sales data, and marketing metrics. This data is securely stored and organized for easy access and analysis.
50. What types of reports do I receive?
You’ll receive regular reports on key performance indicators (KPIs), including sales, lead generation, campaign performance, and customer engagement. These reports help you track your business’s progress.
51. Is data backed up regularly?
Yes, all your data is automatically backed up on a regular basis, ensuring that you have a secure copy available in case of any issues.
52. How is data security maintained?
We implement industry-standard security measures, including encryption and access controls, to protect your data from unauthorized access or breaches.
53. Can I export my data if needed?
Yes, if you ever need to export your data, we provide you with the necessary tools to do so, ensuring that you have full control over your business information.
Payment Processing and Financial Management
54. How are payments processed on the platform?
We integrate Stripe and PayPal to handle all your payment processing needs, allowing you to accept payments through your website, landing pages, and booking calendars.
55. Are recurring payments supported?
Yes, recurring payment options for services that require subscription billing, ensuring that your customers can easily manage their ongoing payments are easily set up.
56. How are invoices managed?
Create and configure invoice templates, allowing you to quickly generate and send invoices for your services. This includes both one-time and recurring invoices.
57. Can customers pay directly through the platform?
Absolutely. Customers can pay directly through the platform using secure payment gateways, making it easy for them to complete transactions.
58. How is financial data tracked and reported?
Financial reports track all transactions, including payments received and outstanding invoices. This helps you stay on top of your business’s financial health.
Mobile App and On-the-Go Management
59. Do I have access to a mobile app for my business?
Yes, you can manage your business on the go with our mobile app. It allows you to handle contacts, conversations, appointments, and even payments directly from your smartphone.
60. How is the mobile app configured for my business?
The mobile app is set up with all the necessary integrations and customizations, ensuring it’s ready for you to use right away, including Tap-2-Pay features for easy payment processing.
61. Can I white-label the mobile app for my business?
Yes, for an additional fee, we can customize and white-label the mobile app with your business’s branding, offering a seamless experience for your clients.
62. How do I manage appointments through the mobile app?
The mobile app is fully integrated with your calendar, allowing you to schedule and manage appointments on the go. Notifications and reminders are also managed through the app.
63. Are customer conversations accessible on the mobile app?
Yes, all customer conversations, including SMS and email, can be accessed and managed through the mobile app, ensuring you stay connected with your clients at all times.
Mobile App and On-the-Go Management
64. How is my branding integrated into the platform?
We customize the platform to match your brand, including adding your logo, colors, and other brand elements across all customer-facing components, ensuring a consistent brand experience. Included in your onboarding
65. Can I customize templates provided?
While we set up all templates based on your business needs, you have the flexibility to further customize them to match your specific messaging and branding.
66. Are branded domains set up for my business?
Yes, we set up for links generated within the platform, ensuring that all customer-facing URLs reflect your business’s branding, enhancing trust and professionalism.
67. How is email branding handled?
All email communications are customized with your branding, including your logo and colors, ensuring consistency in all your customer interactions.
68. Can my website be customized further?
While your website is fully set up and optimized, you have the option to make further customizations to reflect your unique brand and messaging needs.
Advanced Features and Capabilities
69. What advanced features are included in my setup?
Your setup includes advanced features like AI-driven review responses, Text-2-Pay, and Google Business Chat integration. These tools are all configured and ready for you to use.
70. How do AI-driven review responses work?
AI-driven review responses are set up to automatically reply to customer reviews on platforms like Google and Facebook, ensuring that every review receives a thoughtful response, which helps build your reputation.
71. Is Text-2-Pay enabled for my business?
Yes, Text-2-Pay is fully configured, allowing you to request and receive payments via text message, providing a convenient and quick payment option for your customers.
72. How does Google Business Chat work with the platform?
Google Business Chat is integrated into the platform, allowing you to receive and respond to messages from your Google Business Profile directly within the platform. This feature is set up and ready to use.
73. Can advanced workflows be customized for my business?
While we provide pre-built advanced workflows, they can be customized to fit specific needs or preferences, ensuring they align perfectly with your business operations.
Lead Generation and Conversion Optimization
74. How is lead generation managed on the platform?
We set up lead generation tools, including landing pages, forms, and automated follow-ups, to ensure that you can effectively capture and nurture leads from multiple sources.
75. What lead capture forms are included?
You receive custom lead capture forms designed to gather essential information from prospects. These forms are integrated across your website, landing pages, and social media.
76. How are leads nurtured through the platform?
Leads are automatically nurtured through a series of pre-configured workflows, including email and SMS campaigns, ensuring they receive timely and relevant communications that guide prospects towards conversion.
77. Can lead scoring be customized?
Yes, we set up lead scoring based on specific criteria relevant to your business, allowing you to prioritize and focus on leads that are most likely to convert.
78. How are leads tracked through the sales funnel?
All leads are tracked through a sales funnel that we set up for you, allowing you to see where each lead is in the sales process and what actions are needed to move them forward.
Customer Engagement and Loyalty Programs
79. What tools are provided to enhance customer engagement?
We set up tools like automated follow-ups, personalized email campaigns, and loyalty programs, all designed to keep your customers engaged and returning to your business.
80. How is a loyalty program configured?
We set up a loyalty program tailored to your business, including reward structures and customer tracking, ensuring it’s ready to incentivize repeat purchases and build long-term loyalty.
81. Can customer engagement be tracked?
Yes, all customer interactions and engagements are tracked within the platform, providing you with detailed insights into how your customers are interacting with your business.
82. Are there automated engagement campaigns?
Automated campaigns are set up to re-engage customers who haven’t interacted with your business in a while, helping to bring them back and increase their lifetime value.
83. How do I personalize customer communication?
Customer communication is personalized using custom fields and dynamic content within emails and SMS messages, all configured to ensure every customer feels valued and recognized.
Training, Support, and Continuous Improvement
84. What training is provided during onboarding?
As part of the onboarding process, we provide comprehensive training, including step-by-step walkthroughs and personalized sessions to ensure you understand how to maximize the platform’s capabilities.
85. Is ongoing support available?
Yes, you’ll receive ongoing support from our team, including troubleshooting, updates, and enhancements as your business grows and evolves.
86. How do I request additional customizations?
If you need further customizations beyond what’s provided, simply reach out to our support team, and we’ll work with you to tailor the platform to your evolving business needs.
86. How do I request additional customizations?
If you need further customizations beyond what’s provided, simply reach out to our support team, and we’ll work with you to tailor the platform to your evolving business needs.
87. Are there resources for learning more about the platform?
We provide access to a library of resources, including video tutorials, guides, and best practices, all designed to help you get the most out of the platform.
88. How do I stay updated on new features?
We keep you informed about new features and updates through regular communications, ensuring you’re always aware of the latest tools and capabilities available to your business.
Compliance, Security, and Data Protection
89. How is compliance with regulations ensured?
We ensure that all aspects of the platform, including communication and payment processing, comply with relevant regulations, such as A2P for SMS and data protection laws.
90. How is data privacy managed?
Your data privacy is a top priority, and we implement strict security protocols, including encryption and access controls, to protect your customer and business data from unauthorized access.
91. What security measures are in place?
We set up security features such as SSL certificates, regular data backups, and multi-factor authentication to safeguard your business against potential security threats.
92. Is my platform GDPR-compliant?
Yes, the platform is configured to comply with GDPR and other data protection regulations, including options for managing customer consent and data access requests.
93. How is customer data handled?
Customer data is securely stored and managed, with all necessary precautions taken to ensure it’s used responsibly and in compliance with legal requirements.
Scaling and Growing with the Platform
94. How can I scale my use of the platform?
As your business grows, we can help you scale by expanding your use of the platform’s tools and features, including adding more automations, integrations, and users.
95. What happens if I need more advanced features?
We offer advanced features and customizations as your business evolves, ensuring the platform continues to meet your needs as you scale.
96. Can the platform handle increased traffic and sales?
Yes, the platform is designed to handle increased traffic, sales, and customer interactions, making it a reliable solution as your business expands.
97. How do I upgrade my plan if needed?
If you need more resources or features, we can easily upgrade your plan to accommodate your growing business, ensuring you have everything you need to succeed.
98. What support is available for scaling my business?
We provide strategic guidance and support to help you scale effectively, including advice on using the platform’s features to manage larger customer bases and higher volumes of transactions.
Future-Proofing and Innovation
99. How do you keep the platform future-proof?
We continually update and innovate the platform, ensuring it stays ahead of industry trends and technology advancements. This means you’ll always have access to cutting-edge tools and capabilities.
100. Can I suggest new features or improvements?
Yes, we welcome your feedback and suggestions for new features or improvements. Our goal is to ensure the platform continues to evolve in a way that best supports your business’s growth and success.
Creative Canvas Media Serving The Global Business Community
