WELCOME TO TIER ONE SERVICES

Your all-in-one CRM platform is ready! Follow our step-by-step guide to unlock the full potential of your business automation and watch your revenue soar.

CRM & Pipeline Management

Marketing Automation

Website & Funnel Builder

Your 8-Step Success Plan

Follow these essential steps to transform your TOS account into a powerful business growth engine. Each step builds upon the previous one to create a complete marketing and sales system.

Complete Your Business Information

Set up your business profile for professional communication

5 - 10 minutes

Action Items:

  • Navigate to Settings → Business Profile

  • Add your business name, logo, and contact information

  • Set your business address and timezone

  • Upload your brand colors and fonts

  • Configure your business hours and availability

Pro Tips:

  • Use a high-resolution logo (300x300px minimum) for best results

  • Your business information appears on all client communications

  • Set accurate timezone to ensure proper appointment scheduling

Connect Your Calendar

Sync your calendar for seamless appointment booking

5 - 10 minutes

Action Items:

  • Go to Settings → Integrations → Calendar

  • Connect Google Calendar, Outlook, or other calendars

  • Set your availability windows and buffer times

  • Configure appointment types and durations

  • Test booking system with a sample appointment

Pro Tips:

  • Enable two-way sync to avoid double bookings

  • Set buffer times between appointments for preparation

  • Create different appointment types for different services

Connect Social Media Accounts

Integrate your social platforms for unified messaging

5 - 10 minutes

Action Items:

  • Navigate to Settings → Integrations → Social Media

  • Connect Facebook, Instagram, LinkedIn, and Twitter

  • Set up Facebook Messenger integration

  • Configure Google My Business connection

  • Enable social media lead capture forms

Pro Tips:

  • Facebook integration allows direct messaging from TOS CRM

  • Google My Business sync helps manage reviews and messages

  • Social media leads automatically enter your CRM pipeline

Add Team Members

Invite your team and set up proper access levels

5 - 10 minutes

Action Items:

  • Go to Settings → Users & Permissions → Staff

  • Add team members with their email addresses

  • Assign appropriate roles (Admin, User, Limited User)

  • Set specific permissions for each team member

  • Configure territories and lead assignment rules

Pro Tips:

  • Use 'Limited User' role for contractors or part-time staff

  • Set up round-robin lead assignment for fair distribution

  • Regular users can't access billing or advanced settings

Get Your System Phone Number

Activate phone system for calls, SMS, and automation

5 - 10 minutes

Action Items:

  • Navigate to Settings → Phone System

  • Purchase a local or toll-free number

  • Configure voicemail and call forwarding

  • Set up SMS capabilities and opt-in compliance

  • Test inbound and outbound calling features

Pro Tips:

  • Local numbers often have higher answer rates

  • Enable call recording for training and compliance

  • SMS automation requires proper opt-in procedures

Configure Email Marketing

Set up email campaigns and automation sequences

20-30 minutes

Action Items:

  • Go to Marketing → Email Marketing → Settings

  • Connect your domain for email authentication

  • Set up SMTP or use TOS email service

  • Create email templates for common communications

  • Configure automated follow-up sequences

Pro Tips:

  • Domain authentication improves email deliverability

  • Start with simple welcome and follow-up sequences

  • A/B test subject lines to improve open rates

Build Your First Funnel

Create landing pages and sales funnel

30-45minutes

Action Items:

  • Navigate to Sites → Funnels

  • Choose a template that matches your business

  • Customize colors, fonts, and content to match your brand

  • Add your lead magnets and call-to-action buttons

  • Set up thank you pages and email confirmations

Pro Tips:

  • Mobile optimization is crucial - preview on different devices

  • Keep forms short to maximize conversion rates

  • Use compelling headlines and clear value propositions

Setup Marketing Automation

Create workflows to nurture leads automatically

25-35minutes

Action Items:

  • Go to Marketing → Workflows

  • Create a welcome series for new leads

  • Set up appointment reminder sequences

  • Configure abandoned cart recovery (if applicable)

  • Build re-engagement campaigns for cold leads

Pro Tips:

  • Start simple with basic email and SMS sequences

  • Use tags to segment contacts for targeted messaging

  • Monitor workflow performance and optimize regularly

Set Up Your System Email

Configure email settings to ensure deliverability and brand consistency

30-45minutes

Action Items:

  • Add a dedicated sending email address in Settings → Email Services

  • Verify a dedicated sending domain (e.g. mail.yourdomain.com)

  • Set up DNS records (SPF, DKIM, DMARC) through your domain host

  • Test email deliverability using a preview or test contact

  • Set a default reply-to address and business name under Company Settings

  • Connect your SMTP provider (if using custom email service)

Pro Tips:

  • Always verify your domain to improve inbox placement

  • Keep your email header simple, but professional and aligned with your brand

  • Use real email addresses (not “no-reply”) to build trust and encourage responses

Every big win starts with a single smart step. You just made it.

Don't Want to Deal with the Setup Headache?

We'll set up your entire system, customize it for your business, and get you ready to start generating leads—without the stress.

Complete Setup

Custom Branding

Support Included

Ready to Launch Your Success?

Once you complete these steps, you'll have a fully operational CRM system that works 24/7 to grow your business.

Need help? Our support team is here for you! If you run into any issues or have questions, you can easily submit a support ticket here: