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.

Our Onboarding Packages:

Getting Started

  • Import your contacts
  • Customize Daylite preferences
  • Customize data classification and organization
  • Personalize your views
  • Guide you on how to connect and organize your data

Price: $300 USD

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!