Onboarding
We set it up. You grow.
Most platforms hand you a login and say "good luck." We do the opposite. Your DUSA workspace is configured, populated, and ready to use before you touch a thing.
Discovery and Demo
Everything starts with a 15-minute call. We learn about your business, the tools you currently use, the problems you want to solve, and what success looks like for you.
What we cover
Your business model, current tech stack, pain points, growth goals, and which DUSA features align with your needs.
What you get
A live walkthrough of the platform tailored to your business. Real examples, not a generic slide deck.
Platform Setup
Once you are on board, our team gets to work configuring your DUSA workspace. We handle the technical setup so you are not spending hours figuring out settings menus.
CRM configuration
Custom fields, pipelines, tags, and contact stages built around your sales process.
Automation sequences
Follow-up emails, SMS reminders, lead nurturing workflows. Configured and ready to run.
Funnels and forms
Landing pages, booking forms, and lead capture funnels built to your brand.
Integrations
Connected to your calendar, email, payment processor, and any other tools you need.
Migration and Training
Moving from another platform? We transfer your contacts, campaigns, templates, and historical data. Then we walk your team through everything so you are confident using the system.
Data migration
Contacts, deals, email templates, and campaign history, all cleaned and mapped into DUSA.
Team training
A hands-on walkthrough for you and your team. Not a recorded webinar. Live guidance tailored to your setup.
Launch and Support
You are live. From here, our AI support assistant is available around the clock. For Growth and Bespoke plan members, your dedicated account manager checks in regularly to optimise your setup and help you get the most from the platform.
AI support, 24/7
Get answers instantly. Our AI assistant is trained on the entire DUSA platform and can help with setup, troubleshooting, and best practices.
Dedicated account manager
For Growth and Bespoke plan members. Monthly check-ins, proactive optimisation, and a direct line to someone who knows your business.
Ready to get started?
Book a free demo and see exactly how DUSA fits your business.