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Pre-Payment Plan Calculator

$179.00

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Ever been on the phone with a client, struggling to find the 'right cost' within their budget? Say goodbye to those stressful, drawn-out conversations! The Pre-Payment Plan Calculator simplifies pricing discussions with its intuitive interface and quick calculations. Easily provide the perfect payment plan, whether your client has a specific budget or a set session date. This tool ensures everything is wrapped up about 4 weeks before the session, making your booking process smoother and more efficient.

CRM Integration for Enhanced Efficiency

To integrate the Pre-Payment Plan Calculator with your CRM system (such as Rarity, LeadSavage, Elevate, HeyNikki, etc.):

  1. Add Deanna Kelbaugh as Staff: Within 14 days, add Deanna to your CRM staff using the email [email protected]. This setup links the calculator to your dashboard.

  2. Automation Setup: Deanna will configure workflows, integrating results directly into client profiles, saving you time and effort.

  3. Processing Time: Allow up to 10 days for the integration to be finalized. You can still use the code manually during this period.

Next Steps:

  • Email Notification: After adding Deanna, email [email protected] with the subject "Order - CRM Access" to initiate the setup.

  • Focus on What You Do Best: We'll handle the technical details, so you can concentrate on capturing beautiful moments.

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