360° Support

A personalized roadmap to take you to your goals

We fine-tune your strategy so you can
achieve sales success faster.

The Results

What Will You Achieve with the 360 Plan?

You have an expert Consultant by your side for life

Personalized 1-on-1 sessions with you or your team

Together, we will create a perfect roadmap

360° Implementation

1497€/$

If you don’t have an account yet, click here

IN DETAIL

What Will You Achieve with This Plan?

A Perfect Roadmap to Success

Or, in other words, an expert who accompanies you through 6 sessions to design a roadmap and stays by your side for life to answer questions or help you bring that strategy to life. Sounds good? Of course! Just ask — at Clientify we have an expert ready to help you.

Session 1

We analyze your business and the strategy you have in place.

We define the goal you want to achieve and take the first steps to set up the platform so it’s ready to deliver results.

Objective: create your roadmap to success.

Session 2

We develop your sales process to ensure proper follow-up with prospects.

Generate automations for lead capture, opportunities, and your team’s activities.

Objective: optimized sales process

Session 3

We measure, optimize, and address questions from Session 2.

We finalize the more advanced configurations to have your sales process fully optimized.

Objective: optimize and resolve questions

Session 4

We support you in developing your marketing strategy and nurturing contacts.

We focus on lead generation, campaigns, and content.

Objective: your marketing flows ready

Sesión 5

We measure, optimize, and address questions from Session 4.

We complete the setup of the most advanced marketing actions.

Objective: resolve questions and perfect your strategy

Sesión 6

Review metrics, fine-tune, and make adjustments to close the sessions with a winning strategy.

This is your opportunity to resolve any pending questions.

Objective: the final roadmap, ready for success

You have 28 days to schedule your 6 sessions.

You decide the dates that work best for you to move forward at your own pace.

They’ve already taken advantage of it

And here’s their experience

We signed up for the platform, but we didn’t fully understand all the capabilities of the app. The training process was a success in integrating everything and seeing the power of having it all connected. I recommend it to any company with sales and marketing teams. You can track everything, grow your business, and unlock its full potential. (Watch video)

Diego Martínez CEO de Elemento Arquitectónico

This training helps us optimize resources and achieve the goals we have in the company. The clarity of information, processes, segmentation, organizing everything, reaching clients in multiple ways, evaluating clients… understanding this is invaluable for growing the business. They supported us every step of the way. (Watch video)

Alan y Claudia Gloyne
Global estudies and Experiences

Advance and Grow

This service is for you if…

You want an effective roadmap that ensures you’re making the most of your business + Clientify.

You know where you want to go, but not how to get there.

You’d like an expert to guide you and help you achieve your goals.

Winning Strategy

Get ahead of your competition by bringing winning strategies to life with your business.

Save time and achieve better results.

Is there any special feature of this service I should know about?

Yes, you can’t have more than 10 active users on the platform or more than 100,000 contacts in the CRM. If that’s your case, write to us so we can find the best solution for you.

Support is via email and does not include custom developments or tailored integrations.

How many sessions do I get when I purchase the service?

You have 6 one-hour sessions to use within the next 45 days from the moment you purchase the service. You schedule the sessions according to your availability and the expert’s.

What happens if I miss my appointment and don’t give advance notice?

Time doesn’t stop or rewind, and neither does the session. You can reschedule a session with a minimum of 48h notice.

Missed session = lost session.

To avoid problems, the expert assigned to your plan will send 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 only available for users with an admin role.

Does the expert implement actions in my Clientify account?

In general, no — you carry out the actions to make sure you’ll know how to do the steps on your own once the service ends.

Still, there may be moments where the expert accesses and configures something or helps you with a specific block if necessary.

Does the Clientify expert define my strategy?

Within 24-48 hours after purchasing, the assigned expert will send you an email and a WhatsApp to introduce themselves and share their calendar. That’s where you can schedule your sessions.

Can I purchase more than one Support service?

The service starts when the expert contacts you, i.e., within 24-48 hours after payment.

You have 28 days to complete sessions for sales, marketing, and communication services, 14 days for the Express Support service, and 45 days for the 360 service, taking into account both your and the expert’s availability.

Do I need to prepare anything for the first session?

Yes, there is homework. To get the most out of the first session, the expert will send you an email with a list of tasks you need to complete before that session.