LionDesk CRM - New Subscriber Set Up Service

LionDesk CRM One-Time Set Up Service
For NEW LionDesk Subscribers
Includes Contact Organization and Import
New Subscriber means you have 500 or less contacts, have never synced your Google/Office365/MSN account(s), and have never assigned a marketing campaign to your contacts.
$499 (one-time fee) 

LionDesk CRM subscription not included.
Start your LionDesk CRM Free 30-Day Trial.
Learn more about LionDesk subscription pricing.

Included in our one-time LionDesk CRM SET UP Service for NEW Subscribers

  1. A Team of Virtual Assistants with a dedicated client coordinator.
  2. A 1:1 One-Hour Recorded Zoom Wrap-Up Session.
  3. Assistance with Gathering Your Contacts.
    We help you gather your contacts and create a master spreadsheet for your review. We import up to 5000* contacts with pre-assigned labels/tagging as possible. Note: Imports over 5K contacts (after duplicates are merged) incur an additional charge of $50 per 5K contacts.
  4. A Strong Bank of Marketing Campaigns
    We install several pre-written marketing campaigns and walk you through how to assign them to your contacts.
  5. Your Marketing Assets Added to the Campaigns
    We add your provided marketing assets to the marketing campaign touches to make them even more engaging and branded to you.
  6. Customization of Your Account Settings
    We customize your Custom Contact Fields, Hotness Levels, Sources and Tags to best suit your business.
  7. Your Core Profile Enhanced
    We set up your email signature and related information.
  8. Explanation of Google/Outlook/MSN** Integration
    We explain how the Google/Outlook/MSN** sync to your LionDesk account works. Sync your emails, contacts and calendar events!
  9. Set-Up of  Your Lead Distribution/3rd Party Integrations
    We set up lead routing for Zillow, PLUS 2 additional sites if needed.  We do their best to assist; no guarantees. Lead routing from certain platforms may not be possible.
  10. Connecting Your LionDesk account with the LionDesk Facebook Lead Ad Portal***
    We assist with connecting your Facebook Business Page to the LionDesk Facebook Ad Portal and explain how you can take advantage of this lead generating LionDesk feature.
  11. Addition of Short Codes to Use in Your Marketing Efforts
    We set up 5 short codes for you (this feature requires a LionDesk custom number).
  12. Assistance with Whitelabeling****
    We explain and assist with whitelabeling**** to help improve your email delivery rate
  13. One-Hour Overview Video
    We introduce you to LionDesk and how to use it effectively via a exclusive one-hour pre-recorded video.

* Over 5K contacts? Additional charge of $50 per 5K contacts beyond the included 5K. 

** Google/Outlook/MSN* integration. Email, Contact and Calendar sync features vary with each platform.

*** You must have a FB Business Page in order to connect LionDesk and YOUR Facebook account. No Facebook Business Page? It’s OK, LionDesk lets you use their Facebook Business Page to run ads.

**** Whitelabeling is only available to users with the Pro+ or higher subscription level who are ALSO using domain email (you own the domain). 

We work with all LionDesk subscription levels.

We cannot install the included campaigns into a LionDesk trial subscription; you must have a paid subscription.

Service expires one year after purchase.

The following is NOT Included in our one-time LionDesk CRM SET UP Service for NEW Subscribers

  • Transaction Management Explanation or Data Entry
  • Landing Page creation (LionDesk Landing Page Add-On)
  • Lead Routing beyond the included Additional Platforms
  • Creation of Videos
  • Writing of Email/Text Templates beyond those in the included Campaigns
  • Creation/Management of Facebook Ads
  • Power Dialer Assistance
  • IDX/Website initial set up. We only set up integration after your IDX is configured
LionDesk CRM Set Up Service
For NEW LionDesk Subscribers
Includes Contact Organization and Import
$499 (one-time fee)