Walk before you run
Our professional services experts have developed 3 tracks to set your agency up for high performance.
The onboarding track
Our experts assist your agency with the set-up of your account and the training of your team. We unlock value by helping you adopt the features that provide the most significant short-term opportunities for your business. This track includes the following steps.
- Kick-off
- Data migration
- Set-up
- Unlocking value
- Training
- Go Live
- Basic automations
- Health check
The engagement track
Our experts track the first weeks of adoption and progress throughout your agency and sets you up for further growth. We continue building up your productivity with some more advanced automations. This track includes the following steps.
- Insights
- Advanced automations
- Unlocking value
- Additional training
The growth track
During the growth track, we assist your agency with implementing expert recommendations and automations to make sure your business is on the path to high efficiency. Together we focus on sustainable growth and continuous improvement with the following steps.
- Insights
- Expert automations
- Unlocking value
- Additional training
Discover SweepBright
A full stack of features transforming your sales flow into a fully digital journey.
