turboDial System Setup – $500

Please use the contact form on this site if you are interested in this service.

turboDial System Setup includes the following:

  • turboDial Staff will do this with you in a Joint Session (about 1 – 1.5 hours)
    • Install browser extension for up to 2 Users
    • Add Caller IDs
    • Add Calling Devices for up to 2 Users
    • Acquire & setup up to 2 Inbound/SMS numbers
    • Add up to 2 Voice Message Recordings
    • Discuss and determine the Call Outcomes for your Business
  • turboDial Staff will do this for you offline
    • Setup Twilio & Authorize turboDial into Twilio, including International dialing
    • Create Note Record Custom Fields in Infusionsoft
    • Add Call Outcomes to Infusionsoft
    • Install 2 Call Outcome Automation Campaign Templates. (Additional configuration of these is available in DFY Level 2)
    • Create up to 5 Saved Reports
  • If you have added one or more of these Upgrades to turboDial, then Joint Session and offline work will be extended to include these setup steps
    • Configure Enhanced Inbound for up to 2 Inbound numbers
    • Up to 2 SMS messages in campaigns
    • Up to 2 Hot Lead Alerts
    • Up to 2 Hot Lead Calls
    • Mobile App on 1 device
  • turboDial Staff will hold a final joint session with you (about 1 hour)
    • Create up to 2 Dashboard Panels
    • Review and demonstrate turboDial functionality in your Infusionsoft account
    • Review the on-line help and guide resources that you can use to achieve competency in managing your turboDial system
  • Joint sessions will be scheduled for weekdays between the hours of 7 AM to 3 PM North American Central time
  • Note: turboDial DFY services do not include any consulting that is not directly related to your use of turboDial. You must already have become oriented in the use of Infusionsoft and turboDial DFY services are not able to substitute for the Infusionsoft training you need to make good use of Infusionsoft in your business. Please use Infusionsoft’s training resources and services for that purpose.