Packages

More Options. No Obligations.

No long term contracts. Cancel anytime.

Get Customized Snappy Kraken Support

We are an Enterprise Level Partner

Snappy Kraken Setup Only

$197 One time set up fee up to 4 hours.
  • Contact import up to 3 lists of your choice
  • Set up signature, disclosures and social media accounts
  • Setup of 3 starter campaigns of your choosing
  • 1-hour strategy and planning call

Snappy Kraken Setup & Monthly Maintenance

Set up fee + $197 Up to 4 hours per month
  • Includes setup and maintenance
  • 1 monthly planning and strategy call
  • Setup of 3 - 4 monthly campaigns per month
  • Performance tracking and recommendations

Snappy Kraken Monthly Maintenance

$197 Up to 4 hours per month
  • 1 monthly planning and strategy call
  • Setup of 3 - 4 monthly campaigns per month
  • Performance tracking and recommendations

Get Customized Redtail CRM Support

Redtail Setup Only

$397 One time set up fee up to 5 hours
  • Import contacts and accounts
  • Set up user accounts
  • Set up field data picklists
  • Set up up to 2 workflows of your choosing
  • Set up up to 2 workflows of your choosing
  • One hour recorded overview training session
  • Up to 3 platform integrations of your choosing

Redtail Setup & Monthly Maintenance

Setup fee + $197 per month up to 4 hours per month
  • Everything in setup included
  • Run weekly or monthly reports
  • Set up seminars or workshops
  • Client birthday reminders
  • Assist with task management

Redtail Monthly Maintenance

$197 per month up to 4 hours per month
  • Pretty Cool Feature
  • Set up seminars or workshops
  • Client birthday reminders
  • Assist with task management

What Our Client's Say

Walid Petiri

Walid Petiri, Owner & Chief Strategist, Financial Management Strategies, LLC

Doreen is a very good at offering effective innovative methods for assisting in the positive promotion of our business.

Susan Danzig

Business Development Coach for Financial Services Professionals, Susan Danzig, LLC

Doreen is a great assistant that effectively manages multiple projects at a time and keeps the focus on my priorities. I am grateful that she is a part of my team.

Let Us Help You Reach Your Goals!

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