Apollo.io Setup or Reconfiguration, Done with you as a Service

• Initial 1 hour consult call to understand your sales process, tech stack. Fill out our Apollo.io onboarding form.
• 2nd call to get alignment on setup and plan
• Initial custom Apollo.io setup, including:
• Buyer personas
• Lists - Account, Contacts
• Custom Scoring Models (Accounts, Contacts)
• Personalized, targeted Sequences for different personas/lists (you write; we can help if needed for an additional fee)
• Integration with Hubspot, Salesforce or other CRM
• Apollo.io Workflows (automations)
• Apollo.io Website Visitor ID installed, Workflow
• Apollo.io PowerUps to bring AI in Apollo for targeting, personalization
• Continued Fine tuning, troubleshooting, consult over 2 months of setup
• Custom Reporting and Dashboard setup (depending on your Apollo plan features)
• Best practices playbook, documentation, tutorials for your SDR and Sales team (List definitions, account and contact stages, process)
• 45 minute recorded call with your sales team (optional)
• Timeframe: Usually 3-6 weeks for initial setup.
• Ongoing maintenance, support, troubleshooting, strategy calls up to 5 hours/mo after that. Cancel anytime.