Universal

Universell Onboarding Package "Done For You" (DFY) ensures merchants can quickly and effectively unlock the full potential of Universell without spending time on complex setup tasks. This comprehensive solution covers CRM, marketing automation, rewards, inventory, and analytics to streamline operations, enhance customer engagement, and increase efficiency.

Business Details:

Full Name *

Phone Number *

Email *

How many user roles or permissions would you like us to configure? *

Customer Management (CRM):

Do you have existing customer data that needs to be uploaded?

Yes

No

Please upload an Excel or CSV file with the contact data from your current CRM. It is very important to include the following details: First Name, Last Name, Phone Number, and Email.

File

What types of follow-up reminders or engagement activities are essential for your business?

Inventory

Do you have a product or service list ready for upload?

Yes

NO

Please upload an Excel or CSV file with your inventory or services list. We recommend including the item name, price, quantity in stock, and description.

Upload the product or service list

Should stock tracking be enabled for all products or specific ones?

All products

Specific products

Automation:

Which customer interactions would you like to automate?

Follow-ups

Appointment confirmations

Would you like to customize email/SMS templates for these automated workflows?

Yes

No

Templates:

What branding elements should we include in your templates?

Logo

Branded Colours

No need

Adding an organisation logo: File Type: .png or jpg. File Size: Smaller than 256KB. Image Dimensions: Less than 300 x 150 pixels.

Upload the Logo

Please provide the branding colors if you have them.

Do you have specific content ideas or goals for newsletters, social media posts, or invoicing templates?

Yes

No

If yes, please briefly describe your ideas:

Rewards & Loyalty:

How would you like your rewards program structured?

Points system

Discounts

No need

Would you like to include special rewards like birthday promotions?

Yes

No

Employee Management:

How many staff members including youself would you like to upload to the system?

Would you like to set specific roles or permissions for each staff member?

Yes

No

E-commerce Website (Fast Shop):

Do you have an existing E-commerce website?

Yes

No

Would you like to create an E-commerce website for your business?

Yes

No

Analytics & Reporting:

What specific metrics are most important for your business?

Conversion Rate

Lead Capture Rate

Customer Retention Rate

Appointment Booking Rate

No-Show Rate

Customer Satisfaction Score

Email Open & Click Rates

Customer Support Response Time

Ongoing Support:

Do you require additional assistance with social media management or marketing campaigns?

Yes

No

Do you need help with designing your website, email templates, or other materials?

Yes

No

What other support or maintenance tasks can help you succeed?

Universell Onboarding Package "Done For You" (DFY)

Questions for Customers