While our self setup is seamless, we offer additional service options to speed up the process, format and scale your workflows, and enhance your overall training. Learn more about our services below!
“The staff are beyond helpful. They make the difference.
They get you going with zero judgment, jargon, or attitude.”
Kickstarter
Our entry level service package to get the basics setup while ensuring you are following best practices with a dedicated customer success specialist
Dedicated customer success specialist assigned
Customized templates (up to 20 templates)
Clients with customized fields (up to 350 clients)
Customized tags for client work
Set up your team
Job creation from the customized 20 templates
Four sessions with customer success specialists
Fast Track
Our fast track package includes everything from Kickstarter plus more robust work assignments, client setup, and team training
Dedicated customer success specialist assigned
Customized templates (up to 25 templates with repeat schedules).
Clients with customized fields (up to 750 clients)
Customized tags for client work
Set up your team with roles & permissions
Job creation from 25 customized templates
Customized job manager assignments
Guided QBO integration setup
Five sessions with customer success specialist which includes a 60 min team training
Done For You
Our concierge, white glove setup package to build out your account start to finish. Includes 30 day setup guarantee and assigned customer success specialist
Dedicated customer success specialist assigned
Customized templates (up to 50 templates with repeat schedules)
Clients with customized fields (unlimited number of clients)
Customized tags for client work
Set up your team with roles & permissions
Set up billable rates (external / internal)
Set up labels
Job creation from templates
Job manager assignments & task level assignments
Customized due dates/repeat schedules
Guided QBO integration setup
You receive unlimited sessions w/ assigned customer success specialist & 60 min team training
30 day set up guarantee*
*Contingent on sending us all required information in the Jetpack Workflow data collection template.
Is there a setup timeframe guarantee?
Yes, with our Done for You option, there is a 30 day guarantee (contingent on the materials being sent to us in a timely manner!)
What about training for my team?
Each plan includes access to team training resources. Our self-guided offering provides regularly scheduled customer webinar trainings, while our paid on-boarding options provide 1:1 training tailored to your team’s specific questions.
When is the Done for You package a good option?
Our Done for You package is designed for customers who want Jetpack Workflow to provide complete end-to-end account setup.
Do I have to purchase a setup package?
Ready to find out if workflow software is the right fit for your firm? Select the potential number of users at your company below to get started with your 14-day free trial.
No credit card required to get started.
“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”
