What is the Most Optimal to Have for This Offer?

The most optimal is to have nothing already set up. That we can start from the get-go using all the Features as they are would be best. However, in our economy, this is not the case for almost all our clients.

So, if you have been in business for any amount of time, have a WordPress-based website, with a robust hosting package (that offers email capabilities). Already having your social platforms set up and working is also optimal, along with your Google My Business claimed and functioning (where Google Reviews are placed). Any previous CRM files would be good, as well as your own sales collateral ready to be incorporated online.