Yes! You can cancel a monthly software subscription at anytime if you are not satisfied.

All sales are final, there are no refunds, however you can cancel anytime. No contracts.

We highly recommend you meet with us before purchasing a subscription, to help ensure you're questions are answered and you have the best experience possible with our software.

Your monthly subscription covers access to the platform and allows for you to have unlimited users, contacts, forms, workflows, file storage, appointments, web pages, and more within it.

There are small additional charges for Email and Phone usage. However, these charges are very minimal. $10 dollars will get you about 10,000 emails or 800 text messages.

And there are a few upgrade options for AI integrations, reputation, WordPress hosting, advanced workflow executions, and advertising. However, these add-ons are all reasonably priced and completely optional.

We will be happy to explain all of these fees and answer all of your questions about cost prior to your purchase if you book a call with us.

Yes! All accounts start with pre-loaded templates. We also offer detailed set-up packages available for new businesses, small business, and medium businesses for an additional cost.

Yes! When you sign-up, we will schedule an onboarding call. Then, we also offer a weekly training and Q&A group call to all of our subscribers.

Set-up can take anywhere from a couple of days to a couple of months. This really depends on how complicated your current systems are, how many features need to be built out, and how well prepared you are in the beginning. We can help with navigating the set-up to reduce the time and effort you spend in the process.

Yes! We offer ongoing or as-needed marketing support. See our marketing services for more details.

Our system is built on the HighLevel platform, a proven titan in marketing automation software. And it’s the system we use! This means you get the best software on the market, with regular upgrades and development, plus our recommended email, lead magnet, and scheduling templates, and access to our marketing team and expertise!

We will be happy to explain how this arrangement works and answer all of your questions about the technology prior to your purchase if you book a call with us.

While all data is encrypted, and user access requires 2-factor authentication, at this time we are not offering HIPPA compliance.

If we receive enough requests, we will look into adding this feature in the future.

You can read more about HighLevel’s security here.

HIPPA is specific to safeguarding medical information. You can learn more about who needs HIPPA compliance here.