The Elite 1:1 Strategy Service

The 1:1 service is designed to ensure you can launch and operate your system smoothly with expert oversight. Your Success Partner will guide you through and train you on the following essential features

EXPERIENCE IT YOURSELF FOR $125-One time

Ready to stop guessing and start running your system like a pro?

What You Will Master

Stop guessing and start performing. Get personalized, one-on-one live training focused on the system features you need most to launch and run your business efficiently.

Lead Import Mastery

  • We show you the process for cleanly importing your data and ensuring proper field mapping.

Phone System Training

  • We demonstrate exactly how to configure, test, and troubleshoot your phone numbers for effective communication.

Automations Deep Dive

  • Learn how to deploy and customize standard and pre-built Bonus Automations to automate your workflows.

Power Dialer Training

129

  • Full configuration, troubleshooting, and live Q&A on using the Power Dialer to maximize your call volume.

Bulk Marketing Q&A

  • We demonstrate how to connect and manage your Email and SMS tools for successful mass outreach campaigns.

Excess Elite University

  • Immediate access and a guided tour of the self-service video resources for continuous learning.

Solving Your Pain Points

  • We use the system to solve your current in-scope pain points by teaching you the necessary techniques and features.

The Two-Meeting Success Protocol

Meeting 1: The Pain Point Session

30 minutes

Meeting 2: The How-To Session

Hands-On Delivery

This is a dedicated listening session. You vent about your current frustrations and what hasn't worked. We diagnose your issues and document the exact training and system features needed.

 

Scheduled the next day or two days after. We provide live, focused training and answer specific questions on the features most relevant to solving your documented pain points.

 

FAQ

A2P Submissions/Registration Management

We provide basic compliance information, but full A2P registration management is excluded.

Custom Website Editing

Any requests for custom website design or complex editing are excluded. We can, however, show you how to edit your own website within the CRM.

Ongoing/Long-term CRM Management

The 1:1 service focuses on launch training and Q&A. For ongoing, long-term CRM management, please refer to this link: https://expertiseoutsourcing.com/pricing/.