Onboarding Packages

See your return on investment in Daylite faster with the help of our professional services. Our coaches can import data, customize Daylite, train your staff, and provide ongoing support. Whether you're new to already implemented, a coach is the best way to ensure you're focusing on what you do best – growing your business.

Daylite Foundations

  • Grow more efficiently by segmenting client information to fit your unique business needs
  • Guarantee radical productivity by creating unique workflows and views of your data
  • Ensure Daylite works for you immediately by using custom optimizations

Price: $300 USD*

*Data importing services can be provided at an additional cost, based on your specific needs.

Ultimate Productivity

  • Build stronger connections using easy processes
  • Win more business with a great sales funnel
  • Attract more leads by having efficient marketing tracking
  • Streamline team communication and internal processes in Daylite
  • Achieve your goals with streamlined workflows

This service is customized based on your specific business needs and workflows.

Get a free 30 minute consultation with a partner. Get started with a quick intro call so we can assess your needs and get you paired up!