QUICK ACCOUNT SET-UP SERVICE

Build It Right. Scale It Fast.

The Quick Account Setup Service is a hands-on, done-with-you implementation service that will ensure your Tekmatix account is fully up and running fast - and PROPERLY.

Perfect for those who want speed, and a clean foundation without spending weeks figuring it out yourself.

This service is the best 'first step', and provides the final account set-up that goes beyond the basic connections/integrations that are provided in your free Onboarding Call.

If you want to get LIVE, FAST - we highly recommmend this 'Quick Account Set-Up Service'

for just $150 AUD.

WHAT YOU GET IN THIS SERVICE PACKAGE

Live 90-Minute Zoom session

Join a private one-on-one 90min account set up Zoom call with an experienced Tekmatix Tekspert, to walk you through AND set up your account correctly from day one
We do ALL of the work. You just sit back and let us do the work for you on the shared screen - consulting with you as we go.
Learn-as-you-watch: Your Tekspert will be 'teaching' you your basic account settings as they are comfiguring it all on the shared screen with you, so that you are equipped with the knowledge and skills to continue to manage your account settings in the future.
We encourage your staff or VAs join this session too. Whatever is not finished in the call, will be completed for you before or after the call has taken place.
The call is recorded and you get a copy of the full replay and transcript for revision

Business Account Configuration

Configure your core business account settings and integrations, check all information is accurate and connected properly and completely
Review and optimise your personal profile settings
Email settings and domain settings checked, optimised and configured.
Turn on new beta features in 'labs' so that you get the latest release features first.

Email Sending and Compliance Set-Up

Check/configure your professional email sending setup with your own domain tomaximise your deliverability and reduces emails landing in spam
Turn on and add the 'email unsubscribe' footer to your master email template footer for sending compliance.
Run an email verification on all of your emails to ensure that all contacts are valid (which will reduce your bounce rates and protect your sending domain).
Remove all boucned, failed and invalid email addresses from your mailing list to protect your sending domain.

Customer Journey (Sales Pipeline) Creation

Create your customer journey (main sales pipeline) with you, which shows the 'sales journey' that customers go through in your business (eg, a list of everything customers can buy from you in price order) so that you can see where every lead or buyer is at in your sales process.
This will allow you to automatically move customers along your sales journey as they buy from you.
This also auto-updates your sales data and statistics on your main dashboard for accurate income and conversion data information.

Key Tags And Smart Mailing Lists

Create your mailing list tag, and mailing list smart list
- Upload and tag your mailing list contacts for you (if you have them in a CSV file).
Smart list set up for your MAILING LIST so contacts auto-organise themselves into your mailing list segment for mass mailing.
Makes future marketing, follow-ups, and segmentation effortless

Appointment Booking Calendar Set-Up

Check and configure your synced calendar so that all bookings sync correctly into your preferred calendar of choice and avoids duplicate bookings.
Create a 15-minute free booking appointment for you.
Create a 60-minute paid booking appointment for you.
Set up the correct availability, notifications, and reminder/re-booking workflows

Branding Set-Up

Add your brand colours to your branding section so that you can easily select your brand colours across the funnel, website and email builders.
Add your logo, and upload any custom fonts (you provide).

HOW IT WORKS

Tekmatix Steps

1

Step 1: Purchase the service

Secure your Quick Account Setup Service by clicking on the button below.

Payment is required upfront to secure your service booking

2

Step 2: Complete the onboarding form

After payment, you’ll receive a short onboarding form by email

This gives our Tekspert the information needed to prepare your account properly before the call

3

Step 3: Book your 90-minute Zoom session

Once your form is submitted, you’ll be invited to book your private 90-minute Zoom call

You’re encouraged to invite your staff, VAs, or contractors to attend this call too

4

Step 4: Prepare for the call

We’ll send you a clear prep checklist so you know exactly what to have ready

This ensures we maximise the setup time and get as much done as possible during the call together.

5

Step 5: Live setup + implementation

Join your one-on-one Zoom call with an experienced Tekmatix Tekspert

We will walk you through AND actively set up everything listed in this service - and you'll learn more about your account and features in the process!

If anything specified in this service description cannot be completed live, it will be finalised for you after the call.

You’re live and operational!

Your account will be correctly configured, secure, compliant, and ready to use

You’ll have a clean foundation for automation, marketing, bookings, and team access.

*Important Notes & Disclaimers

This service includes only the items explicitly listed in the Quick Account Setup Service description, and is subject to our Services Agreement Terms.

It does not include:

Custom funnels or websites
Email sequences or copywriting
Advanced automations
Migrations beyond basic contact uploads
Ongoing strategy consulting beyond setup scope
All work is performed inside your existing Tekmatix account
Results depend on timely form completion, access to required assets, and preparation before the call

Love Your Tech

This service is designed to get you set up correctly, fast, and with confidence, without overwhelm or guesswork.

Clean foundations from day one, save you months of fixes and admin later.

Google Reviews Straight from Our Users!