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Advisor Automation Maintenance Packages

Customize Your Business Growth with our Versatile Solutions


Why Choose Our Growth Catalyst Packages?

Embark on a transformative journey with Tingom Group's Advisor Automation Maintenance Packages. Our innovative strategies empower your business with cutting-edge tactics, positioning you for market domination. Benefit from expert guidance tailored to your unique goals, maximizing the impact of your strategies. Experience heightened efficiency as we revolutionize your systems, freeing up time for innovation and growth. Foster deep connections with your clients through our client-centric approach, leveraging personalized, automated engagement for seamless experiences. Unlock the full power of HubSpot Mastery to drive sales, enhance marketing efforts, and elevate customer relations, seamlessly integrated into your workflow. Stay aligned and ahead with monthly strategy calls, keeping your vision in focus and your success on track. Ready to ignite unprecedented success? Seize the moment and choose the package that's perfect for your business. Your journey to excellence starts here.

Select Your Route to Excellence

Choose from one of our four exceptional packages that perfectly caters to your specific requirements.

Spark Growth


Some key features
  • Boost your growth every month with our Essential Growth Boost Package.
  • Unlock the potential of your business with 3 exclusive credits for tailored services that will fuel its growth.
  • Gain exclusive entry to a monthly 30-minute review call
  • Improve efficiency and elevate customer interaction
  • Discover the Array of Services We Offer (listed below)

Propel Ascension


Some key features
  • Supercharge Your Success with the One-of-a-Kind Monthly Pro Ascension Suite Package.
  • Tap into the full power of your business with 7 strategic service credits. Unleash your potential and watch your business soar to new heights.
  • Accelerate your business growth with a monthly 45-minute review call.
  • Maximize efficiency and stay ahead in the competition
  • Discover the Array of Services We Offer (listed below)

Quantum Expansion


Some key features
  • Premium Performance Hub Bundle
  • Unlock your potential with 12 credits for cutting-edge growth strategies
  • Experience a monthly one-hour review call packed with valuable strategic insights.
  • Discover the power of unlocking premium features and unleash your potential for exponential growth.
  • Discover the Array of Services We Offer (listed below)

Genesis Elevation


Some key features
  • Achieve Your Dreams Every Month with the Genesis Elevation Package
  • Unlock unlimited success with 16 credits for unmatched comprehensive support.
  • Participate in a captivating monthly review call, lasting 1 hour, to gain visionary insights.
  • Unleash cutting-edge tools and propel your business to unprecedented success.
  • Discover the Array of Services We Offer (listed below)

Explore Our Range of Services

Each credit unlocks possibilities to enhance your business. Below are samples of activities you can choose from

  • PreciseFP Activities

    Below is an example of what can be achieved with 1 credit.


    • Custom form creation example a client intake form.
    • Integration with existing CRM or financial planning software.
    • Configuration of client data reporting.
    • Automation of client follow-up processes (may require multiple credits).
  • Calendar Program Activities

    Below is an example of what can be achieved with 1 credit.

    • Scheduling system setup for appointments.
    • Integration with email for automated reminders.
    • Single Configuration of client self-scheduling option.
    • Setup Syncing with team members' availability.
  • Zapier Integrations

    Below is an example of what can be achieved with 1 credit.

    • Connecting PreciseFP to HubSpot CRM to send client intake form data.
    • Automation of social media posts from blog updates.
    • Connecting HubSpot CRM to MyRepChat for single texting scenario/template.


  • Office 365 Assistance

    Below is an example of what can be achieved with 1 credit.

    • Setup and configuration of Outlook email.
    • Integration of Microsoft Teams with existing systems.
    • Assistance with SharePoint site creation and permissions.
    • Customization of Excel templates for reporting.
  • HubSpot CRM Contact Data Conversion and Configuration

    Below is an example of what can be achieved with 1 credit.

    • Customization of contact properties and categories.
    • Data Conversion or Data Import requires multiple credits
  • HubSpot Sales Hub

    Below is an example of what can be achieved with 1 credit.

    • Setup of personalized email (use multiple credits to create drip sequence).
    • Configuration of sales dashboards for tracking.
    • Creation of a single custom deal stage and pipeline.
    • Automation of follow-up tasks for a single sales pipeline.
  • HubSpot Service Hub

    Below is an example of what can be achieved with 1 credit.

    • Creation of customer feedback survey.
    • Setup of knowledge base for articles.
    • Customization of single support ticket processes.
    • Automation of service ticket pipeline.
  • HubSpot Operations Hub

    Below is an example of what can be achieved with 1 credit.

    • Integration of HubSpot with finance software.
    • Configuration of custom data sync rules.
    • Setup of automated workflows for operations.
    • Creation of operation-specific reporting dashboards.
  • HubSpot CMS

    Below is an example of what can be achieved with 1 credit.

    • Custom single webpage or landing page design.
    • SEO optimization for single pages.
    • Integration of live chat or chatbot features.

Discover the Future of Growth with Tingom Group!

Ready to unleash your full potential and revolutionize your business? Explore our thoughtfully curated Growth Catalyst Packages, meticulously designed to ignite innovation, drive exponential growth, and enhance your overall efficiency. Whether you're an Independent Financial Advisor seeking to thrive or a rapidly expanding business, our cutting-edge strategies, client-centric solutions, and state-of-the-art tools are custom-tailored to perfectly align with your distinctive requirements. Embrace unparalleled success and unlock endless possibilities.

Frequently asked questions

Credit Flexibility

Package - Spark Growth: With the Spark Growth package, you'll receive 3 credits for the month. Let's say you use 2 credits to set up a custom prospect intake form and automate a task in your CRM. This means you'll have 1 credit left at the end of the month. The great news is, this unused credit will roll over to the next month. In the following month, you'll start with 4 credits. However, if you don't use any credits during that month, the one credit from the previous month will expire. So, in the subsequent month, you'll still have 3 credits to utilize.

Package - Propel Ascension: With the Propel Ascension package, you'll receive 7 credits for the month. If you use 5 credits to set up various automation workflows and integrate your scheduling tool with HubSpot, you'll have 2 credits remaining. These credits will carry over to the next month, giving you 9 credits to work with. But remember, if you don't use any credits during the following month, the extra credits will expire. In the third month, you'll revert to the original 7 credits.

Package - Quantum Expansion: With the Quantum Expansion package, you get 12 credits for the month. Suppose you use 8 credits to set up advanced reporting and implement custom properties in your CRM. This leaves you with 4 credits at the end of the month. These 4 credits will roll over, so in the next month, you'll have 16 credits at your disposal. If you don't use any credits in the third month, you'll lose the 4 rolled-over credits, leaving you with 12 credits again in the fourth month.

Package - Genesis Elevation: The Genesis Elevation package offers a generous 16 credits for the month. Let's say you use 10 credits to create and set up various marketing campaigns and integrate your email system. This leaves you with 6 credits for the month. These 6 credits will carry over, giving you 22 credits in the second month. However, if you don't use any credits in that month, the additional 6 credits will expire. In the third month, you'll have 16 credits once more.

What do the credits in each package represent?

Credits are allocated to specific tasks or activities within each package. They provide the flexibility to choose services according to your unique business needs. The more credits in a package, the more services or higher-level services you can access.

Can I carry over unused credits to the next month?

Yes, unused credits can roll over to the next month. However, they will expire if not used within that time. Each package details how the rollover works.

How do I choose the right package for my business?

Our packages are designed to cater to various business needs and goals. We offer a complimentary consultation to help you assess your needs and handpick the perfect package for your business.

Can I change my package later on?

Absolutely! We understand that business needs change, and we offer the flexibility to upgrade or downgrade your package as needed. Just reach out to our support team.

What is included in the monthly strategy calls?

Monthly strategy calls provide an opportunity to discuss progress, refine strategies, and pivot for optimal results. It's a personalized approach to ensure alignment with your business goals.

How do HubSpot services work within these packages?

Depending on the package you choose, you can harness various HubSpot tools to amplify sales, enhance marketing, and elevate customer relations. Our seasoned experts will guide you on how to make the most of HubSpot's dynamic features.

What if I have specific needs that don't align with the preset activities in the package?

Our packages offer a range of services, but we understand that each business is unique. Feel free to reach out to us, and we'll be happy to customize a solution that perfectly aligns with your specific needs.

How does the "Spark Growth" package differ from the "Genesis Elevation" package

"Spark Growth" is designed to ignite your growth journey, focusing on enhancing operations and client relationships. "Genesis Elevation," on the other hand, provides an all-encompassing support system with advanced tools and visionary insights. The key difference lies in the complexity and breadth of services offered

What's the process for utilizing the credits within a package?

Credits can be used for a variety of activities listed within each package. Simply choose the tasks or services that best meet your needs, and we'll take care of the rest. If you're unsure, our team is here to guide you.

How do I get started?

Getting started is simple. Click the "Schedule a Consultation" button on our website, and let's embark on a transformative journey together. Our team will guide you through the entire process, ensuring a smooth and satisfying experience.

Dedicated Support for Independent Financial Advisor Offices


At Tingom Group, we have a deep understanding of the distinctive challenges and promising opportunities that Independent Financial Advisor Offices encounter. With this knowledge, we have carefully developed a range of tailored services and packages designed to cater specifically to your individual requirements. Here's how we are dedicated to empowering your achievements:

  1. Tailored Solutions: At Tingom Group, we understand that every financial advisory practice is one-of-a-kind. Our team delves deep into comprehending your individual needs, skillfully creating tailored solutions that perfectly align with your business objectives and the unique needs of your clients.

  2. Efficient Workflow Automation: With our efficient automation solutions, including PreciseFP for personalized forms and Acuity Scheduling for managing appointments, we help you reclaim valuable time. Shift your focus towards meaningful client interactions and minimize the need for manual tasks.

  3. Enhanced Client Engagement: Nurture profound connections with your clients by utilizing customized forms, automated strategies for engagement, and seamless onboarding experiences. Keep your clients as the core of your practice, fostering lasting relationships.

  4. HubSpot Mastery for Financial Advisors: Harness the full potential of HubSpot's dynamic toolkit to maximize sales, optimize marketing efforts, and elevate customer relationships, all specifically tailored to the unique needs of the financial advisory sector.

  5. Growth-Focused Strategies: No matter if you're a solo practitioner or a thriving firm, our strategic guidance is your key to taking your business to new heights. Our packages are meticulously crafted to ignite growth, from igniting initial progress to propelling quantum expansion.

  6. Flexible Support Packages: Select from a wide range of flexible support packages that offer credit flexibility, enabling you to handpick the services you require. Whether you require assistance with Office 365, HubSpot Sales Hub, or Zapier Integrations, we have the perfect solution to meet every need and budget.