Your APEX System up and running in less than 30 days
No six-month implementation. No DIY configuration. We handle everything for you — from data migration to agent training — in three simple calls.
Onboarding Intake
We gather company-specific information to create your account and set up the foundations from the start. This call covers your current workflow, team structure, lead sources, and goals — so we can configure APEX System to match how your agency actually runs.
- ✓Account creation and user setup
- ✓Current workflow assessment
- ✓Lead source identification
- ✓Goal and KPI definition
Implementation Call
We integrate all your systems and tools to APEX — including email, calendar, social media, and third-party tools. Your existing contacts are migrated, pipelines are built, AI automations are configured, and lead sources are connected. All done for you by our implementation team.
- ✓CRM data migration from your old system
- ✓Email and calendar integration
- ✓Social media and third-party tool connection
- ✓AI follow-up automation configuration
- ✓Lead source integration
Optimization Call
After 30 days, we schedule an Optimization Call to continue customizing the platform to your specific needs. We review what's working, identify what needs adjustment, and fine-tune your automations, campaigns, and workflows to match your agency's growth.
- ✓Performance review and analytics
- ✓Automation fine-tuning
- ✓Campaign optimization
- ✓Custom workflow adjustments
- ✓Ongoing support planning
Everything done for you — not by you
Ready to get your system
up and running?
Join the waitlist and get priority onboarding. Your APEX System can be live in less than 30 days.
No credit card. No spam. Just early access.