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Perfect for: Growing businesses ready to scale their client experience and eliminate operational bottlenecks.
What's Included:
ï‚· Everything in Launch Package, plus:
ï‚· Advanced Automation Workflows - Onboarding sequences, follow-ups, and
reminders
ï‚· Multi-Project Management - Handle multiple clients and projects seamlessly
ï‚· Team Collaboration Tools - Staff access with role-based permissions
ï‚· Client Communication Hub - Centralized messaging and file sharing
ï‚· Advanced Reporting Dashboard - Track client satisfaction and project
profitability
ï‚· Custom Integration Setup - Connect your existing tools (email, calendar,
accounting
ï‚· 60-Day Optimization Support - Weekly check-ins to refine and improve