Whats included:
All features from The Source
Full CRM + pipeline upkeep
Regular invoicing & payment follow-ups
Customer service handling
Appointment setting & rescheduling
Internal process organization
Best for: Service-based businesses ready to delegate with confidence.
Time Allotment:
25 Total hours per month. Hours will be tracked and reported weekly.
Communication & Support:
Monday- Friday availability (During business hours) After hours available for an additional fee. Monthly check-in or progress report.