Last step
Book your onboarding
About an hour, with the person who will configure your account. Nothing is built before this call — the point of it is that what gets built matches how you work.
Your pipeline, as you actually run it
Stages named for your process rather than a generic sales funnel, so a glance tells you what each file is waiting on.
Where enquiries land and what happens next
Forms, calendars and the follow-up that fires when someone enquires — including the hours you do not want to be answering.
What moves across
Contacts, templates and anything already running elsewhere, so nothing is rebuilt that does not need to be.
Worth having to hand
Your current pipeline stages, where enquiries come from today, and any sequences or templates you already use. If you have none of that, the call still works — it just starts from the standard broker build.
Pick a time
Booking your onboarding
Online booking is not switched on yet, so onboarding is arranged by email — and it is arranged either way. Send a note and we will come back with times this week.
Email hello@financeos.au with the days and times that suit you. Onboarding runs about an hour, and it helps to have your current pipeline stages and enquiry sources to hand.