Your branded URL
Ready to send to prospects, referrals, clients or your sales team.
You are not buying yourself another job.
You want the diagnostic working under your name.
You do not want a software project, another vendor to manage, or something your salespeople have to learn how to maintain.
You approve the setup. We handle the rest.
We brand it, configure it, connect the case delivery, install it, test it and keep it running.
You use it to sell. We operate the machinery behind it.
Almost nothing lands on your desk.
Your side approves the setup. Our side makes it work and keeps it working.
4
Your side
- Tell us who it is for.
- Give us the branding and sales details we need.
- Set the qualification rules you want us to support.
- Approve what we show you.
That is the implementation work on your side.
10
Our side
- Build the branded diagnostic deployment.
- Configure Comp Check and Comp Audit.
- Connect cases to your email and text notifications.
- Install the diagnostics on your site if you want them there.
- Test the live experience on desktop and mobile.
- Configure your branded URL.
- Maintain the diagnostic software.
- Maintain the approved calculations and rules.
- Deploy controlled updates.
- Fix the system when something breaks.
From approval to something you can actually use.
You do not receive an embed code and a set of instructions unless you specifically ask for that.
The normal service is done for you.
Your website deployment
Installed where you want it on the site you already have.
Your case delivery
Connected to the people who should receive and work the opportunity.
Your live diagnostics
Tested and ready for real prospects.
The monthly service is what keeps it from becoming your problem later.
Going live is only the beginning.
The diagnostics depend on software, calculations, routing, qualification logic, notifications and the underlying rules that support the experience.
You should not have to become responsible for any of that.
We maintain the system while you keep using it.
That is what the ongoing service pays for:
- Hosting and operation
- Diagnostic maintenance
- Controlled updates
- Testing
- Deployment support
- Fixes when something breaks
- Continued case delivery
You are paying for the capability to stay available without becoming another system your business has to operate.
Your sales team should use it, not administer it.
A producer should be able to send a link and work the case that comes back.
They should not have to understand the hosting, calculation engine, routing, deployment or maintenance underneath it.
For a larger organization, the same principle applies across the sales force.
Central control over the approved experience, without turning every salesperson into a software administrator.
Already have a technical team?
Fine.
We can provide the supported embed for your team to place where you want it.
Most customers choose white-glove deployment.
The outcome is the same, and it removes another project from your list.
Add selling capacity, not operating work.
The point of the diagnostic is to do more before your time is required. Its implementation should work the same way.
You authorize it. We make it work. We keep it working.