System Support
with Tamara Kersey
Book a one-on-one call with Tamara for
your complete system support.
"System support is the backbone that empowers innovation to soar and businesses to thrive."
About Our Services
Welcome to our comprehensive suite of services designed to streamline and optimize your digital workspace, collaboration, and online presence. We offer a range of solutions to enhance your productivity, communication, and brand visibility. Below are the services we provide.
Why Choose Us
Benefit from our in-depth knowledge and experience ensuring a seamless and efficient digital workspace for your organization.
We tailor our services to match your specific needs.
We streamline your workflows with services saving you time and effort in managing documents and information.
From Facebook Business Page setup to branding elements like logo and header design, we help boost your brand's visibility and professionalism across digital platforms.
Count on our dedicated support team to assist you throughout the setup process and beyond, ensuring smooth operations and addressing any technical issues promptly.
Deluxe Package:
Google Workspace Setup:
(recommended in Phase I)
Domain Attachment
Email Setup
Aliases Setup
Google Drive Setup
Calendar Setup
Walkthrough training on how it works
Contract Intake Setup:
(recommended in Phase II)
Google Forms Setup
Autocrat Extension Integration
Email Template Setup
Walkthrough training on how it all works
Teamwork Setup:
(recommended in Phase IV)
Business Theme and Info Setup
Listing Management Template Setup
Transaction Coordinating
Template Setup
Walkthrough training on how it works
Facebook Setup:
(recommended between Phase I & IV)
Establish Facebook Business Page
(connected to personal page)
Upload Business Logo (profile picture)
Design & Upload Header Image
Walkthrough training on how it works.
Smaller Packages: Tailored Solutions for Specific Needs
Light Package:
Google Workspace Setup:
Domain Attachment
Email Setup
Aliases Setup
Google Drive Setup
Calendar Setup
Walkthrough training
on how it works
Contract Intake Setup:
Google Forms Setup
Autocrat Extension Integration
Email Template Setup
Walkthrough training on how it all works
Contract Intake Setup:
Google Forms Setup
Autocrat Extension Integration
Email Template Setup
Walkthrough training on how it all works
TeamWork Setup:
Business Theme and Info Setup
Listing Management Template Setup
Transaction Coordinating Template Setup
Walkthrough training on how it works
Client Onboarding Template Setup
New Hire Template Setup
360 Ascension Onboarding Setup:
Client Agreement Integration
Upload and automate sending of the client agreement document.
Customize email notifications for when the agreement is sent, viewed, and signed, ensuring a seamless process for the mentee and their clients.
Email Customization & Automation
Use existing email templates in the system to create:
Welcome Email: Automatically sent to new clients upon onboarding.
Thanks for the Info Email: Sent as a follow-up after receiving completed forms (after item #3 below is completed), summarizing next steps.
Form Automation
Automate and integrate the following forms:
TC Questionnaire: Sent to gather transaction coordination details.
LC Questionnaire: For listing-specific information.
CC Authorization Form: Setup for digital signature collection, with follow-up reminders for unsigned forms.
Workflow Automation
Create an automation sequence that sends the right documents at the right time, like onboarding forms after agreement signing.
Automate organization of responses, making everything easily accessible in 360 Ascension.
Pre-recorded Training Video
Includes a step-by-step walkthrough on how to make adjustments and updates to the automations as their business grows.
This video will be theirs to keep for reference anytime they need to make small tweaks.
