Dedicated Training · In-depth Guidance · Personalized Tools
We offer Customer Success Packages to fit all of our Pricing Plans
What's Included:
Annual Business Review
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- Discuss your successes and challenges
- Dive into new LFM features
- Development Request Update and Review
- Address knowledge gaps and arrange trainings accordingly
- Review goals for the next 12 months
4 Technical Assistance Calls
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- One-on-one training with our Support Team to identify any problem areas
- Quickly address and solve technical issues
New Staff Orientation (1 per new staff member)
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- Meet and Greet
- Identify resources LFM should share to support the new person
Workflow Optimization
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- Assist with customizing LFM’s SOP to match your process (if needed)
- Identify and implement new modules to meet the growing needs of your business.
Onboarding (for new customers)
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- Dedicated Onboarding Manager to ensure you’re setup for success in your first year.
- Custom onboarding schedule
- Data migration and imports
- Post “Go Live” check in
What's Included:
Bi-annual Business Review
-
- Discuss your successes and challenges
- Dive into new LFM features
- Development Request Update and Review
- Address knowledge gaps and arrange trainings accordingly
- Review goals for the next 6 months
6-8 Technical Assistance Calls
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-
- One-on-one training with our Support Team to identify any problem areas
- Quickly address and solve technical issues
-
New Staff Orientation (1 per new staff member)
-
- Meet and Greet
- Identify resources LFM should share to support the new person
Workflow Optimization
-
- Assist with customizing LFM’s SOP to match your process (if needed)
- Identify and implement new modules to meet the growing needs of your business.
Onboarding (for new customers)
-
- Dedicated Onboarding Manager to ensure you’re setup for success in your first year.
- Custom onboarding schedule
- Data migration and imports
- Web template customization
- Post “Go Live” check in
What's Included:
Bi-annual Business Review
-
- Discuss your successes and challenges
- Dive into new LFM features
- Development Request Update and Review
- Address knowledge gaps and arrange trainings accordingly
- Review goals for the next 6 months
10-12 Technical Assistance Calls
-
-
- One-on-one training with our Support Team to identify any problem areas
- Quickly address and solve technical issues
-
New Staff Orientation (1 per new staff member)
-
- Meet and Greet
- Identify resources LFM should share to support the new person
Workflow Optimization
-
- Assist with customizing LFM’s SOP to match your process (if needed)
- Identify and implement new modules to meet the growing needs of your business.
Onboarding (for new customers)
-
- Dedicated Onboarding Manager to ensure you’re setup for success in your first year.
- Custom onboarding schedule
- Data migration and imports
- Web template customization
- Post “Go Live” check in
Mini Customer Success Packages
We offer these plans for individuals who have add-on modules that require tailored support.
What's Included:
2-3 Training/Technical Assistance Calls
-
- One-on-one training with our Support Team.
- Standard Operating Procedures (SOP) to ensure workflow optimization.
What's Included:
2-3 Training/Technical Assistance Calls
-
- One-on-one training with our Support Team.
- Standard Operating Procedures (SOP) to ensure workflow optimization.
What's Included:
3-4 Training/Technical Assistance Calls
-
- One-on-one training with our Support Team.
- Standard Operating Procedures (SOP) to ensure workflow optimization.