Professional Services

Triello Launch Services

Custom support to help you launch faster, automate smarter, and scale sales without tech overwhelm. Our team will guide you or build it for you so you can focus on closing, not configuring

Basic Support

Included

Included in every Triello subscription. Provides essential assistance to help you get started and resolve general issues.

What’s Included:

  • Email Support

    Reach out to us at any time. We typically respond within 1 business day.

  • Initial Onboarding Help

    One-time setup guidance and walkthrough resources when you first sign up.

  • Access to Help Center

    24/7 access to our self-service guides, tutorials, and troubleshooting documentation.

  • Bug Reporting

    Submit issues related to system errors or unexpected behavior.

Premium Support

Your own automation expert. Just a message away.

A monthly support plan designed for growing teams or solo users who want fast, ongoing help without upgrading to a higher plan.

What You Get:

  • Priority ticket response within 24 hours

  • Up to 2 hours of monthly workflow edits or CRM changes

  • Monthly check-in call (15 min)

  • Private support channel (WhatsApp or Slack) for direct communication

  • Strategic advice on optimization & automation

White Glove Setup

Don’t want to lift a finger? Let us do it for you.

This all-inclusive setup service gets your Triello system up and running with expert-built automations, workflows, and CRM tools tailored to your business.

What’s Included:

  • Full CRM & pipeline setup

  • AI SMS & Email follow-up configuration

  • 1 AI Voice Agent setup

  • 1 AI Chatbot with custom routing

  • Branded intake form + calendar

  • 2 Page Website or Funnel Build

  • Lead source integration

  • Lead scoring + smart tagging

  • Testing & walkthrough call

Setup completed within 7 business days

Human Check In Service

Your Dedicated CRM Maintenance Assistant

Think of this as your virtual CRM Manager, handling the foundational tasks that keep your system clean, organized, and working as it should.

We’ll handle:

  • Reviewing new and existing leads weekly

  • Tagging, organizing, and updating contact records

  • Cleaning up duplicate or outdated data

  • Managing your calendar, appointments, and no-shows

  • Monitoring inboxes and conversations to ensure follow-up

  • Sending you a monthly activity & performance summary

This service is non-sales and focused entirely on CRM hygiene, lead visibility, and day-to-day upkeep so your automations, agents, and pipeline stay in sync.

Your AI Sales Team is Here.

Contact Us

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