Service Suite Plan

Your All-In-One Business Management Solution 🛠️

Simplify your operations with the Service Suite Plan, designed for coaches, consultants, and service-based businesses. This plan includes everything from the Social Starter Plan, plus advanced tools for managing appointments, contracts, invoices, and more. Whether you're booking clients or sealing deals, the Service Suite Plan has you covered. 🚀

Who Is This Plan For? 🤔

• Coaches & Consultants: Manage clients, appointments, and contracts effortlessly.

• Service-Based Businesses: Ideal for businesses that handle quotes, agreements, and follow-ups.

• Small Teams: Perfect for those who need a comprehensive platform to streamline client management.

Who Is This Plan NOT For? 🚫

• E-Commerce Businesses: For online stores, memberships, or digital products, the Digital Growth Plan is better suited.

• Large Teams: This plan supports one user; for team collaboration, check out the Automation Ultimate Plan.

• Businesses Focused Solely on Social Media: The Social Starter Plan is a more cost-effective option for social-only needs.

Key Benefits 🌟

• Streamline Operations: Manage social media, appointments, contracts, and invoices all in one place.

• Save Time: Automate bookings, follow-ups, and document management.

• Build Stronger Relationships: Use two-way messaging and personalised workflows to enhance client communication.

Features 🛠️

Everything in the Social Starter Plan:

• Social Media Planner: Schedule posts for Instagram, Facebook, YouTube, TikTok, Pinterest, X (formerly Twitter), and Google My Business.

• Messaging Integration: Communicate via Facebook Messenger, Instagram, and WhatsApp.

• Mobile App Access: Manage everything on the go with the app from the Apple App Store or Google Play Store.

• 24/7 Live Tech Support: Get help via chat, Zoom screen-sharing, or the in-app help library.

Advanced Features in the Service Suite Plan:

• CRM Tools: Track leads, manage client relationships, and nurture opportunities.

• Calendar Management: Sync and schedule client meetings or team appointments.

• Invoicing, Proposals & Estimates: Simplify payments and professional document creation.

• Contract Management: Create, send, and securely sign agreements with ease.

• Two-Way Messaging: Centralise client communication via text and email.

• $5 USD One-Time Usage Credit: Start exploring premium features with a bonus credit.

Pricing Options 💰

• Founders Pricing: $97/month AUD (RRP $197/month AUD, including GST).

• Annual Plan: $970 AUD (Save 2 months FREE, including GST).

Usage Charges ⚖️

Your plan includes a $5 USD one-time usage credit. Additional charges apply for services like email campaigns, text messaging, and call tracking.

Example

• $5 USD = 2,500 emails at $0.002 USD per email.

• Charges apply only when you actively use these features, ensuring you pay only for what you need.

Why This Works for You

• No Wasted Costs: Only pay for the features you use.

• Aligned with Growth: Scale usage as your business expands.

• Affordable Base Pricing: Keep costs low while unlocking powerful tools.

For more details, see our Terms & Conditions.

Cancellation Policy 📄

• Notice Period: A minimum of 14 business days' notice is required before your next billing cycle.

• How to Cancel: Send your request to [email protected] and complete a verbal confirmation for account security.

• Effective Date: Cancellations take effect immediately after the verbal confirmation is completed.

• Refunds: Partial refunds are not available; all payments are final.

• Exceptional Circumstances: Refund requests due to emergencies will be reviewed case-by-case, with documentation required.

For full details, visit our Terms & Conditions.

FAQs About the Service Suite Plan ❓

Q1: Does this plan include social media management? Yes! The Service Suite Plan includes all features from the Social Starter Plan, such as social media scheduling, messaging integration, and mobile app access.

Q2: Can I manage contracts with this plan? Absolutely! The Service Suite Plan includes tools for creating, sending, and securely signing contracts and agreements.

Q3: How many users are included? This plan supports one user. For additional users or team collaboration tools, consider upgrading to the Automation Ultimate Plan.

Q4: Can I use this plan to manage appointments? Yes! With built-in calendar tools, you can easily schedule meetings, manage appointments, and sync workflows.

Q5: What happens if I exceed the 500-contact limit? You’ll be notified when you approach your limit. You can either clean up your list, purchase additional contacts, or upgrade to the Automation Ultimate Plan, which includes unlimited contacts.

Q6: Does this plan include email campaigns? Yes, you can run email campaigns with the Service Suite Plan. Additional charges may apply based on usage, such as $5 USD covering up to 2,500 emails.

Q7: How does this plan compare to the Digital Growth Plan? The Service Suite Plan is ideal for client and workflow management, including CRM, contracts, and invoicing. The Digital Growth Plan adds website building, eCommerce tools, and online course functionality.

Q8: Can I upgrade to a higher plan later? Yes, you can upgrade to the Digital Growth Plan or Automation Ultimate Plan at any time to unlock features like websites, memberships, or advanced automation workflows.

Q9: Does this plan include advanced reporting and analytics? The Service Suite Plan includes basic engagement metrics. For advanced reporting, consider the Automation Ultimate Plan, which offers comprehensive analytics and performance tracking.

Q10: What support options are available with this plan? You’ll have 24/7 live support via chat, the option to request Zoom screen-sharing, and access to our in-app help library, complete with tutorials and guides.

Q11: Are there any hidden fees? No hidden fees! Additional usage charges for emails, texts, or call tracking are clearly outlined and only apply when you actively use these features.

Q12: Can I customise the CRM for my business needs? Yes, the CRM in the Service Suite Plan is flexible and allows you to organise leads, track opportunities, and tailor workflows to your unique business processes.

Q13: Does this plan support client invoicing? Yes! You can create and send invoices, proposals, and estimates directly from the platform, streamlining your payment process.

Q14: Can I use the mobile app with this plan? Yes! The mobile app, available on the Apple App Store and Google Play Store, allows you to manage your CRM, calendar, and client communication on the go.

Q15: What’s the difference between the Service Suite Plan and the Social Starter Plan? The Service Suite Plan includes all features of the Social Starter Plan, plus advanced tools for CRM, contracts, invoicing, and calendar management.

Q16: How does this plan compare to Done For You services? The Service Suite Plan is a self-managed solution, ideal for hands-on business owners. If you prefer to outsource technical tasks, our Done For You Service includes full setup and access to the Elite Membership for additional mentoring.

Q17: Does this plan include tools for eCommerce or memberships? No, the Service Suite Plan focuses on client and workflow management. For eCommerce, memberships, or online courses, the Digital Growth Plan is a better fit.

Q18: Can I bundle this plan with other OmniSAM services? Yes! Many clients pair the Service Suite Plan with our Elite Membership for mentoring or the Done For You Service for full technical support.

Q19: Can I run text campaigns with this plan? Yes, the Service Suite Plan supports text campaigns. Additional charges may apply based on usage, ensuring you only pay for what you need.

Q20: Can I cancel my plan anytime? Yes, but a 14-business-day notice is required before your next billing cycle. Cancellation requests must be submitted via email to [email protected] and completed with a verbal confirmation for account security. See our Terms & Conditions for details.

Take Control of Your Business Today! 🎉

The Service Suite Plan is your all-in-one solution for managing social media, clients, appointments, and contracts. Whether you're a coach, consultant, or service-based business owner, this plan provides everything you need to succeed.

👉 Get started today and streamline your operations! 👈