The Elevate System

📘 Elevate Basic – Plan Overview

Elevate Basic is a structured solution for businesses that need to establish a solid digital foundation and begin managing their communication and client relationships in a more organized and automated way.

This plan combines essential elements of digital presence (such as a website, domain, email, and social media) with technical tools that help organize customer data, automate messaging, and monitor the effectiveness of each contact. Everything is designed so the business runs more efficiently and professionally without relying on disconnected platforms.

🔍 What is a CRM?

A CRM (Customer Relationship Management) is a platform that helps you centralize and organize information about your customers and leads. It allows you to:

• Capture all contacts from forms, social media, or marketing campaigns
• Classify contacts by type (active client, lead, partner, etc.)
• Automate responses (confirmations, reminders, follow-ups)
• Track where each person is in the sales or service process
• Measure results and make decisions based on real data

In this plan, the CRM is customized to fit the flow of each business—whether it sells products, services, or works by appointments.

📋 What's Included in Elevate Basic

🟦 1. Professional Digital Presence (Approx. 30 days)

• Custom domain registration and setup
• Hosting and SSL certificate (first year included)
• Professional multi-section website (not just a landing page)
• Creation of branded corporate emails
• Setup or improvement of social media (Facebook, Instagram, TikTok, X), is not a management service. An option to manage your social media accounts will be presented when registering for this program.
• Google Business Profile setup
• Registration in strategic local directories

🟩 2. Automated Business Communication (Approx. 5 days)

• Business phone number setup through Twilio
• Multilingual automated response system (voice or text) with smart filters
• A2P 10DLC registration and compliance (SMS regulations)

🟨 3. CRM and Contact Organization (Approx. 15 days)

• Initial CRM setup tailored to your business type
• Integration with website and contact forms
• Import and segmentation of current contacts
• Classification: active clients, leads, partners, etc.
• Pipeline and dashboard configuration for visual tracking

🟥 4. Automation and Follow-Up Strategy (Approx. 10 days)

• Automated follow-up flows (confirmations, reminders, thank-you messages)
• Communication calendar by contact type
• Twilio integration for SMS automation directly from the CRM
• System maintenance, technical support, and monthly adjustments

This plan does not require advanced technical knowledge. Everything is delivered pre-configured and functional, with the goal of improving business efficiency—from your digital foundation to daily operations.