Help with demo
For those building systems for service-based firms, how are you structuring a reusable demo account for missed call text-back, intake/pre-qualification forms, document management automations, case pipelines, and nurture sequences?
Are you creating one master snapshot and swapping triggers (numbers, calendars, tags, pipelines), or customizing per client?
And where’s the best place to find solid, high-quality snapshots to study or model from?
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Zari Davis
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Help with demo
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