Directory From CRM setup and license

$200.00 / year with 1 year free trial and a $997.00 setup fee

Setup Deliverables

  • Install of plugin
  • Setup of connection to KEAP / Infusionsoft
  • Creation of tags or implementation of existing tags for the following:
  • Display on directory
  • Designations / Certifications section (up to 6) with 2 groups
  • Profile badge display (Up to 6)\
  • Styling of directory updated to match site

You can send us what you would like for the icons or we will create based on brand standards or the current site.

Directory campaign setup

  • Start trigger to add people to the directory
  • Links for people to update their listings
  • Sequence to remind people to update after 6 months after the first update
  • 1-year plugin license

Internal form for easy:

  • Adding of listings
  • Removal of listings
  • Add featured listing
  • Remove featured listing
  • Apply/Remove certification tags