Sub-Account Setup

• Sub-account creation with Brighter Idea CRM
• Custom domain configuration

Contact & CRM Configuration

• Importing existing client/customer contacts
• Custom fields creation and organization
• Pipeline and opportunity management setup (deal stages, lead statuses)

Calendar & Appointment Scheduling

• Integration and synchronization with Google or Outlook calendars
• Booking calendar customization (availability, buffers, reminders)
• Appointment confirmation and reminder setup (Email/SMS)

Email and SMS Setup with Compliance

• Email SMTP integration
• SMS provider integration and A2P 10DLC Registration for SMS
• Basic templates for email/SMS notifications

Basic Funnel

• Basic funnel structure setup (Opt-in, Booking, Simple sales page)

Forms & Surveys Configuration

• Creation and embedding of custom forms (lead capture, contact forms)

Automation & Workflow Setup

• Lead nurturing workflow (basic drip campaign of 3-5 emails/SMS)
• Appointment reminders and follow-ups automation
• Pipeline stage change automation (notifications, internal task creation)

Integrations

• Integration with social media networks (Meta, Google, Tik Tok, Etc)
• Basic payment integrations (Stripe/PayPal, if applicable)

Client Training & Onboarding

• 60-90-minute onboarding and training session (Zoom)
• Recorded session and handover documentation
• Basic Q&A and troubleshooting support for the first 30 days