Done-for-you CRM setup
The Max Digital Edge team configures pipelines, fields, tags and smart lists for your services.
Have the Max Digital Edge team set up your pipelines, fields, tags and lists around how you sell and schedule.
MDE setup services
Done for you
The MDE team helps configure HLB around your business, from data migration to workflows.
What the MDE team sets up
Done-for-you AI receptionist setup
The Max Digital Edge team configures your Voice AI agent, call flow and booking rules.
Have the Max Digital Edge team configure your AI receptionist around your services, hours and booking rules.
Done-for-you website build
The Max Digital Edge team builds your site on Hot Local Business with forms, chat and booking connected.
Have the Max Digital Edge team build your HLB site with forms, chat and booking already connected.
Done-for-you texting registration
The Max Digital Edge team prepares and submits your A2P brand and campaign registration.
Have the Max Digital Edge team prepare and submit your texting registration for you.
Done-for-you automation builds
The Max Digital Edge team builds follow-up, reminder and review workflows for your business.
Have the Max Digital Edge team build your follow-up, reminder and review automations.
Done-for-you review program setup
The Max Digital Edge team sets up review requests, timing and widgets.
Have the Max Digital Edge team set up your review requests, timing and website widgets.
Done-for-you Conversation AI setup
The Max Digital Edge team trains and configures Conversation AI for your services.
Have the Max Digital Edge team train and configure Conversation AI for your services.
Custom integrations by the MDE dev team
Max Digital Edge developers build integrations and tools on top of Hot Local Business.
Have Max Digital Edge developers build custom integrations and tools for your systems.
Guided onboarding and data migration
The Max Digital Edge team guides setup and moves your data over.
Have the Max Digital Edge team guide your setup and move your data over.
How onboarding runs
- Review your current tools, business needs and setup priorities with MDE.
- Share the information and access needed for the agreed setup.
- Review the setup with MDE and walk through how to use it.
What you provide
- Your business details, services and working hours.
- Brand assets, website copy and the data you want to move.
- Access to the accounts involved in your setup.
- Your workflow preferences and feedback on the configuration.