Daylite Foundations
Package
Hit the ground running and get the most out of this amazing software!
In the Onboarding appointment we'll:
  • configure Daylite for your business & workflow 
  • harness the power of Daylite Mail Assistant for maximum efficiency
  • create and link Daylite objects
  • segment data with filtering and smartlists
  • calDAV and cardDAV sync setup
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Daylite workflow analysis & training
Already using Daylite but want to get more out of it?
  • fine-tune Daylite setup for your business
  • workflow analysis
  • using Opportunities & Projects
  • creating and use Pipelines
  • Task management
  • calDAV and cardDAV sync setup
  • segment data with filtering and smartlists
  • troubleshooting
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Save with a 
Monthly Service Subscription
#worksmart every month!
Keep the momentum going! 
Once my clients start capitalizing on their use of Daylite, Zapier, & more...
they're hooked!

 
There are so many areas to improve, and so many actions that can be automated, and I'll be there to help you do it 🤩
 
Sign up for a monthly subscription plan to unlock rate discounts.
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Daylite Industry Bundle
Law
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Daylite Industry Bundle
Real Estate
coming soon!
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Coming Soon
Daylite Industry Bundle
Photography
coming soon!
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Coming Soon