Getting Your Referrals Started in the CRM
Guiding Your Referrals Through Their CRM Journey
Helping your referrals get started with the CRM is a crucial part of being an affiliate. This guide outlines the key steps to support them from choosing a plan to becoming a successful long-term user.
Assisting with Plan Selection
The first step is helping your referral select the right CRM plan for their needs, which is essential for their satisfaction and long-term use. The platform offers three main plans:
- Starter Plan: Ideal for new marketers or small business owners. It includes tools for building websites, online booking, and social media posting. This plan supports unlimited contacts and users but is limited to 3 sub-accounts.
- Unlimited Plan: This plan includes all Starter features and adds unlimited sub-accounts, API access for integrations, and a branded desktop application for greater customization.
- Pro SaaS Plan: The most comprehensive plan, which builds on the Unlimited plan with expanded API access, a conversational AI booking assistant, and a specialized SaaS configuration tool.
For personalized advice on selecting the best plan, consider joining the weekly Affiliate Strategy Sessions to learn from other affiliates and platform experts.
Providing Onboarding Resources
Once your referral has signed up, it's important to direct them to resources that will help them learn the platform.
- CRM University: This is an integrated training course within the platform that provides a comprehensive walkthrough of its features and offers actionable strategies for business growth.
- Kickoff Call: New users who are in their trial period can schedule a free, personalized onboarding call with a platform expert. Users who take advantage of this call are significantly more likely to continue using the service after their trial.
Offering Ongoing Support
Supporting your referrals doesn't end after the trial. The CRM is a powerful tool, and continued success relies on having the right support.
- Customer Success Team: Available 24/7 to provide one-on-one help with business strategy and implementing the platform's features.
- Customer Support Team: Also available 24/7 to assist with any technical issues that may arise.
- Educational Resources: The platform provides a wealth of learning materials, including live events, webinars, and integrated courses. We highly recommend encouraging your referrals to attend the monthly virtual workshops.
Most importantly, encourage your referrals to contact you directly for any guidance they need. Your support is a key part of their success.