Nutshell is super user-friendly and intuitive

I would highly recommend Nutshell

Easy to use and... wait for it ... 100% buy in!

Nutshell is both simple and powerful

Onboarding Advisor

Optimize your implementation with a Nutshell Customer Success Strategist for additional guidance, tips, strategies and deliverables in order to get off to the best possible start.

Like our entire customer base says, Nutshell is easy to get started with, use and get team buy in. However, we also know that sometimes businesses need a little extra help to ensure they get started on the right foot.

Onboarding Advisor services can be purchased in 2-hour blocks and are listed below:

Team Training & Questions

1. Account Setup & Strategy

  • Discovery Call & Account Setup
  • Sales Automation & Business Efficiency

2. Walk-through Q&A

  • Discovery Call & Account Setup
  • QA session with team members

3. Team Trainings

  • Executive Team Training (Set up)
  • Sales Team Training (Basics)

4. Team Training Q&A

  • Sales Team Training & QA session

Consulting & Best Practices

1. Custom Reporting

  • Discovery call & reporting requirements
  • Review, maintain & adapt reports for your needs

2. Sales Consultancy

  • Company goals & business strategy
  • Review & adapt sales process(es)

3. Sales Automation Tips

  • Company goals & business strategy
  • Pipeline strategy implementation: stages, automations, sequences & lead assignment

4. Email Marketing Best Practices Audit

  • Audit current email marketing strategy

Technical Implementation

1. AppConnect Integration

  • Discovery call
  • What app (or apps) do you need and what do they need to do?

2. Web Forms Creation

  • Installation of up to 10 web forms

3. Email Marketing Creation

  • Create and duplicate up to 10 email marketing & lead nurture templates

4. Data Management

  • Up to 2 hours of data cleansing and/or data transformation

Nutshell Advisor

Professional Services

  • CRM Advisor for ongoing guidance, coaching, deliverables and custom projects.
  • Campaigns Advisor for one-time and ongoing services to get the most out of Nutshell’s marketing features.
  • See all services from Nutshell Advisor.