When I create a Person in Daylite with the Lead category

Create some Tasks for the Person to move them through qualification process

When the  Person has the Qualified category

Create an Opportunity for them

Book your Daylite

Lead Qualification

appointment!

💡 don't see the date you need?

you may notice I've only opened up a few weeks worth of availability

if you need a date outside of what's showing, please let me know what date so I can open it up for you...thanks!

 
 

Daylite Lead Qualification via Zapier

Appointment Terms of Service

approximate Appointment duration. 
The duration listed on the booking section is an estimate of how long it will take to set up the Zap outlined below, but it could take more time depending on circumstances that may arise. We may finish in less than the estimated time, and will conclude our screenshare once the Zap setup is finished.
what's included in the Appointment. 
This is a flat-fee service to screenshare with you to set up 2 Zaps in your Zapier account that will integrate Daylite with Zapier to automate the Lead Qualification process, as well as provide Daylite workflow training needed for this topic. The Zaps we'll create are:
  • when you create a new Daylite Person with the Lead - New category, create 2 Tasks to guide them through the qualification process: [1] an onboarding Task to flesh out the Person's  Daylite record [or whatever Task subject you prefer], and [2] a Task to call the Person to schedule a demo [or whatever your first call's subject is]

  • when you modify the Person, if the have the Lead - Qualified category and don't already have an Opportunity, create an Opportunity for the Person

  • appointment is for 1 Daylite database only

what's not included in the Appointment. 
  • account fee imposed by Zapier [these Zaps have 3+ steps so they require a paid Zapier account]

  • Daylite User licenses

how the Appointment works. 

On your desired Appointment date and time, we will have a screenshare with you where we will be looking at your computer to complete the setup and train you on the workflow.

appointment cancellation. 

Appointment cancellations must be made at least 24 hours prior to your scheduled appointment. In the event that the cancellation is received less than 24 hours prior to the scheduled appointment or client fails to show for the appointment, 50% of the Appointment payment serves as a non-refundable late cancellation fee. 

 

Cancellations should be done by clicking the Cancel button in your Appointment confirmation email. If you can't find your confirmation email you may submit your cancellation via phone at 503-208-6239.

In the event that the client receives Blue Rock's voice mail, a cancellation message must be left. 

Warranty.

Please consult appropriate product manufacturer for information on terms and conditions of warranty. Blue Rock does not provide warranty for non-Blue Rock branded products. 

Software.

Client attests that software provided by client to Blue Rock Consulting for the purpose of installation to any client system has been lawfully acquired and purchased by client. Blue Rock assumes no liability for "pirated" software provided by client. 

 

Consequential Damages.

In no event shall Blue Rock, its subsidiaries or affiliates, or their respective officers, directors, employees, representatives or agents (collectively, "Blue Rock Consulting") be liable for special, incidental, consequential, punitive, indirect, or other special damages, including but not limited to, loss of data, use, or profits, however caused, whether for breach of contract, negligence, or otherwise, and whether or not Blue Rock has been advised of the possibility of any such damages. All clients are advised to perform backups to their systems prior to any Blue Rock service performed.

As always, thanks for your business!

Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

©  Blue Rock, all rights reserved.

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