WELCOME TO SWIFTCLOUD!
We’re excited to join your team!
1: Schedule your FREE onboarding call.
TIP: We aren’t trying to sell you anything, we just want to keep you as a client! That only happens if you get set up correctly, otherwise there’s a chance you’ll cancel. Most clients who get set up are very happy & then we don’t hear from ’em for months. Our help is free (included!) – don’t be shy about asking.
We’ll load templates, help you setup assets, and give you human help to reach your goals. We probably have cool stuff we can load into your account and free bonuses.
Prefer old-school phone? It’s ok – just text us at 650-416-6219.
2: A Quick Win
QUICK-START PRODUCT GUIDES
Below are some of the setup wizard quick-start guides:
- eSign Docs / Waivers / Intake Forms
- CRM - (Client Relationship Manager) + Manage & Automate Deal-Flow Pipelines.
- Invoice / Estimate / Receipts -- Getting Paid!
- Scheduler & Calendar Setup
- Email Marketing: Bulk Email Broadcast, Sequence Autoresponders, & more
- Selling Online: SKUs (Products & Services you Sell), Your e-Store,
- Workflow Automation with AI
3: One-Time Setup
TIP: Make the system easy to use for yourself! Human habits are harder to change than software. Set yourself up for success now by…
(Click to see more…)
- Setup 1-Click-Login via Google
Key 1-time Setup Tasks
- SETTINGS – Connecting Your Email, so you can send-as-you
- SETTINGS – PHONE – connecting your own phone (via Twilio)
Link Your Website to Public Assets (eDocs, services you sell, your scheduler, etc)
Link Social Profiles
Zapier, etc.
