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Daylite Foundations
Package
Hit the ground running and get the most out of this amazing software!
In the Foundations appointment we'll:
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configure Daylite for your business & workflow
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harness the power of Daylite Mail Assistant for maximum efficiency
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create and link Daylite objects
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segment data with filtering and smartlists
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calDAV and cardDAV sync setup
Daylite workflow analysis & training (hourly)
Already using Daylite but want to get more out of it?
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fine-tune Daylite setup for your business
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workflow analysis
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using Opportunities & Projects
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creating and use Pipelines
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Task management
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calDAV and cardDAV sync setup
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segment data with filtering and smartlists
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troubleshooting
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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