Advanced Account Setup | Done-With-You

Ready to hit the ground running?

Advanced Account Set-Up

What you'll get:

1. Platform Configuration

  • ✅ Complete account setup and onboarding.

  • ✅ Custom domain setup for a professional online presence (e.g., yourbusiness.com).

  • ✅ Branded email integration (e.g., [email protected]).

  • ✅ Customized dashboard with your business branding.

2. CRM & Automation

  • ✅ CRM setup to track and manage your leads and clients.

  • ✅ Automated workflows to nurture leads and save time (e.g., follow-ups, reminders).

  • ✅ Integration with Facebook Ads, email campaigns, and SMS for seamless communication.

  • ✅ Custom lead scoring to prioritize your hottest prospects.

3. Email & SMS Marketing

  • ✅ Setup of email marketing templates tailored to your coaching business.

  • ✅ Automated email sequences for nurturing leads and onboarding clients.

  • ✅ SMS campaigns for faster, direct communication.

4. Calendar & Appointment System

  • ✅ Branded online calendar for scheduling client appointments.

  • ✅ Automated reminders for you and your clients to reduce no-shows.

  • ✅ Syncing with your Google Calendar or Outlook for seamless management.

5. Course & Membership Areas

  • ✅ Setup of a membership portal to host online courses or exclusive content.

  • ✅ Branded course design with your logo and colors.

  • ✅ Drip content features to release materials on a schedule.

  • ✅ Client progress tracking and reporting.

6. Client Portal

  • ✅ Personalized client portal setup for seamless communication and document sharing.

  • ✅ Automated onboarding for new clients to streamline their experience.

  • ✅ Custom forms and contracts embedded into the portal.

7. Analytics & Insights

  • ✅ Dashboard setup to track performance metrics (e.g., lead conversion, revenue).

  • ✅ Funnel and campaign analytics to measure ROI.

  • ✅ Recommendations based on insights to optimize business growth.

8. Support & Training

  • ✅ 1-on-1 training session to get you comfortable with Alphally.

  • ✅ Quick start guides and resources for ongoing use.

  • ✅ Ongoing support for troubleshooting and updates.