Solutions Setup & Implementation


Stretched for time? Not tech-savvy? Let us get your agreements and scripts set up in no time. Simply add this service to your cart and our team will reach out to you to get the ball rolling. It’s simple, easy, and will be one less thing you have to worry about.

SKU: SERV02 Category:


Let us help you set up your contracts and scripts. Included in this service is:

  • 30-minute initial consultation
  • One-time implementation of Essential Contracts only, to include:
    • Adding your logo and agency details to our forms.
    • Adding your agency-specific policies in our forms.
    • Implementing our forms within your CRM or e-sign program.
    • Adding the terms and conditions to your website, Google drive, or Dropbox.
      NOTE: We support WordPress, WIX, and Squarespace.*
  • One-time implementation of 30 scripts in your CRM, to include:
    • Setting up each script as a text template in your CRM.
    • Setting up subject lines for each text template in your CRM.
    • Adding agency-specific details to each text
  • 30-minute follow-up consultation and Zoom recording.

NOTE: We support TravelJoy, AgentMate, VacationCRM, TRES, and TESS. If you are using another CRM product, please reach out to us prior to purchasing this service.

*Discounts are not provided for unsupported platforms. Estimated turnaround time is 7-10 business days from the initial consultation. Upon purchase, you will receive an automated email from our team with more details. Automation and graphic templates not included in price. Customized services are available, including vacation coverage. Please email us at [email protected].