Active Campaign

Are you running your business or is your business running you? Take our free Business Health Check today to take back control and give you the time to enjoy your favourite things in life.

Why Choose Us?

At Trust the Process we are certified Active Campaign Consultants and are here to help create a turnkey
solution to set you up for success. We have helped 100s of small SME’s create a system to run their
business, generate sales and streamline their operations. Take back control today!

The first step to achieve this is through the implementation of a CRM and we are experts in setting up
Active Campaign to help you automate your business .

If you already have staff then a Mortgage Virtual Assistant is also the answer, reduce their work load with a VA so they can focus on customer experience, increasing your brand and giving your entire team more capacity. Its a win win!

Grow your business now, remove the admin and focus on what matters.

How We Help Businesses

Map, systemise, automate, delegate, control.
We can help you achieve your business goals faster. Whether you’re looking to get organised, delegate low value activities or take the leap with a full scale business process transformation – we are here to make it happen. It’s time to create a business that works for you. Successful businesses all have one thing in common, they understand their customers. The best way to understand and manage your customers experience is with an effective CRM.

As certified Active Campaign consultants we will map your business and build your Active Campaign CRM to streamline your processes and enhance the customer experience. We will be there with you to onboard Active Campaign and will provide training on how to best utilise your CRM. We will become your Active Campaign partner and ensure you are getting the most out of Active Campaign to help your business grow.

GET STARTED WITH ACTIVE CAMPAIGN

Whether you want to increase leads, accelerate sales, simplify your processes, Active Campaign has a solution to help you grow better.

Have the two packages we decide on feature on the home page like the below

Instead of get a demo – have a button which says find out more. Once they click on this have the pop up come up so we can capture their details and once they have done so, a message saying we will be in touch in the next 24 hours.

Active Campaign Set up provides a turnkey solution for your CRM. Set up includes;

Customer journey mapping 

CRM implemation, which includes;

$3,400

Simple

Simple set up to get you started. Will require further work from you and your team.

Complete automated CRM set up which includes; 

  • import contacts users added
  • lists created
  • CRM lead, sales and operations pipelines build
  • CRM automations task created
  • website scoring added
  • sales scoring added
  • 1 x Email templates created
  • EDM Drafts created in the automation
  • 1 x  EDM Inserted
  • 1 x 3rd party integration
  • 1 x 30 min Basic training session
  •  2 x Pipeline creation, lead, sale and operations 
  • Configuring 16 simple automations and task from customer journey map 
  • Configuration of up to 5 custom properties
  • Website optimisation
  • 1 x form optimisation
  • Configuration of 1 product

1 week integration period

$5,700

Basic

Basic set up to get you started. Will require further work from you and your team.

Complete automated CRM set up which includes;

  • import contacts users added
  • lists created
  • CRM lead, sales and operations pipelines build
  • CRM automations task created
  • website scoring added
  • sales scoring added
  • 2 x Email templates created
  • EDM Drafts created in the automation
  • 3 x EDM Inserted
  • 3 x 3rd party integration
  • 3 x 30 min Basic training sessions 
  •  3 x Pipeline creation, lead, sale and operations 
  • Configuring 25 simple automations and task from customer journey map 
  • Configuration of up to 10 custom properties
  • Website optimisation
  • 2 x form integrated to website
  • Configuration of 3 products

2 week integration period 

$9,700

Advanced

Complete turn key automated CRM solution.

Complete automated CRM set up which includes; 

  • import contacts users added
  • lists created
  • CRM lead, sales and operations pipelines build
  • CRM automations task created
  • website scoring added
  • sales scoring added
  • 3 x Email templates created
  • EDM Drafts created in the automation
  • 5 x EDM Inserted
  • 5  x 3rd party integration
  • 5 x 30 min Basic training sessions
  • Up to 5 x Pipeline creation, lead, sale and operations
  • Configuring 40 automations and task as per customer journey maps
  • Configuration of up to 20 custom properties
  • Website optimisation
  • 5 x forms integrated to website
  • Configuration of 6 products

3 week integration period

On Going Support

Ongoing support packages (fee on top of subscription costs);

$170/mo

Lite

4 x hours of implementation work per month;

$470/mo

Plus

10 x hours of implementation work per month;

$970/mo

Advanced

15 x hours of implementation work per month;

Get In Touch With Us

Our Clients

$3,400

Simple

Simple set up to get you started. Will require further work from you and your team.

$5,700

Basic

Per month

Basic set up to get you started. Will require further work from you and your team.

$9,700

Advanced

Complete turn key automated CRM solution.