Keep your contacts, appointments and follow-up in one place. Get access to the NGM platform, with websites, marketing and implementation work scoped separately.
Tell us where work gets stuck: capturing an inquiry, booking an appointment, following up or keeping track of the next step. We’ll define the work before setup begins.
Keep contact details, notes and customer activity together in your NGM account.
Organize opportunities by stage so your team can see the next step.
Use calendars and booking forms to give an inquiry a clear next step.
Use workflow tools for follow-up around inquiries and appointments. Configuration is scoped separately.
Commission pages that explain your business and give visitors a clear way to get in touch.
Collect the details your process needs through forms connected to your account.
Plan connections between tools and the movement of existing data through a separately scoped project.
Discuss website content, campaigns and related marketing work under a defined scope and budget.
Platform access is a subscription. Integration, configuration, automation, migration and other implementation work are separately scoped, priced and billed. Websites and marketing projects are separate engagements, too.
Tell us which tools you use and what information needs to move between them. We’ll review the requirements and define any integration work as a separate project.
1. Show us the gap.
Tell us how work happens today, what is getting in the way and which tools are involved.
2. Agree the scope.
Separate platform access from project work. Define the deliverables and fees before setup.
3. Review the work.
Review the agreed deliverables and next steps. Additional work gets its own scope.
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