What's included in your plan
What we set up for you
Section titled “What we set up for you”Before you started, we built your SURGE account from the ground up:
- Your sales pipeline and stages
- The automations that follow up with your leads at every stage
- Your email and text templates, branded and written for your business
- Your landing page and enquiry form
- Your booking calendar, confirmations and reminders
- The connections that bring leads in from Facebook and your website
- Your business phone number and email sending
See What we’ve set up for you for how it all works.
What we look after
Section titled “What we look after”Your monthly plan covers keeping that system running:
- Fixing anything we built that stops working
- Answering your questions about how to use SURGE
- Switching optional sequences on or off, such as the welcome email when someone joins
What’s quoted separately
Section titled “What’s quoted separately”Anything new, or any change to how the system works, is quoted before we start:
- New landing pages, or redesigns of existing ones
- New automations, or changes to how existing automations behave
- Writing or redesigning emails and texts for you
- New forms connected to your pipeline
- Connections to other software
Just ask us — we’ll tell you what’s involved and what it costs before we do anything.
Doing it yourself
Section titled “Doing it yourself”You’re always welcome to build and customise things yourself — that’s what SURGE is for, and this help centre is here to help you do it.
Two things to know:
- Things you build yourself are yours to look after. We can’t support pages, forms, emails or automations we didn’t build.
- If a change you make breaks something we built, fixing it is quoted as extra work. The guides in this help centre point out the parts most likely to cause trouble — especially the five rules that keep things running.
If you’re not sure whether a change is safe, ask first. It’s always quicker than fixing it afterwards.