TAILORED SUPPORT
For what you really need, when you need it
Get help from an expert in a 1-on-1 session
and make the most of Clientify
The results
What will you achieve with this tailored Plan?
Support tailored to you.
If you don’t have an account yet, click here
What will you achieve with this Plan?
Finally bring that elusive strategy to life
Or, in other words, have an expert help you define the best way to achieve your goals with a winning strategy.
Does that sound good? Of course! Just ask, and at Clientify we have an expert ready to assist you.
A session filled with results
You have an idea, but don’t know how to make it a reality.
Come tell us about it, and we’ll guide you step by step to bring your perfect strategy to life.
You have 7 days to schedule your session. You choose the dates that work best for you to work at your own pace.
Thousands of Clientifiers are achieving success
And they do it by asking for help when they need it.
I recommend it because you will never be alone. The platform is very intuitive and they are always there to support us.
I recommend it for any company that wants to grow. The results are spectacular. (Watch video)
Kristel Osorio
Geotours Travel
Our sales process was complicated: many projects running simultaneously, teams on site, and decisions that couldn’t wait. With the tailored implementation plan, they adapted the CRM to our way of working. Now we have complete visibility of the pipeline, automated follow-ups, and better coordination between departments. We save hours of calls and emails each week.
Antonio Agüero
Agüero Brothers Constructions
Move forward and grow
This service is for you if…
You have any doubt or some blockage when it comes to implementing your strategy.
You know where you want to go, but not how to do it or what the right tool is.
You want to make the most out of Clientify’s power.
You would like an expert to validate and guide the launch or planning of your strategy.
Get ahead of your competition by implementing
winning strategies with your business
Save time and achieve better results.
How many sessions do I get when I hire the service?
You have 1 session of 1 hour to use within the next 7 days after hiring the service. The sessions are scheduled based on your availability and that of the expert.
What happens if I miss my appointment and don’t give advance notice?
Time neither returns nor goes backward, and neither does the session. You can reschedule a session with a minimum of 48 hours’ notice.
A missed session is a lost session.
To avoid issues, the expert assigned to your plan sends you an email reminder 24 hours before the appointment.
And another via WhatsApp 1 hour before the appointment.
How can I book more hours if I need them?
You can do it from Clientify, in the Billing area. This option is available only for users with an admin role.
Does the expert implement actions in my Clientify account?
Generally, no, you perform actions to ensure that you will know how to take steps on your own when the service ends.
That said, there may be moments when the expert may access and configure some detail or help you with any block if necessary.
Can I hire more than one guidance service?
Yes, no problem. You must do it from “Billing”, within Clientify. Only account admin users will be able to do it.
After making the payment, how do I schedule and access the sessions?
Within 24-48 hours after you hire, the assigned expert will send you an email and a WhatsApp message to introduce themselves and share their calendar. You can schedule the sessions there.
When does the service start and end once the payment is made?
The service starts when the expert contacts you, that is, within 24-48 hours after payment.
You have 28 days to complete sessions in sales, marketing, and communication services, 14 days for the Express Support service, and 45 days for the 360, taking into account the availability of the expert and yours.
Should I prepare anything for the first session?
Yes, there are tasks. To make the most of the first session, the expert will send you an email with a list of tasks you need to complete before that session.
Does the expert at Clientify define my strategy?
No, the expert does not define your strategy, but they can guide you and recommend improvements based on their experience and the specific characteristics of your business.