NEED A LITTLE SETUP HELP?

Hire a Jottful-vetted virtual assistant to get your marketing software set up.

Working with a Virtual Assistant

  • You’re invited to book an appointment to work with a Jottful-vetted virtual assistant to help set up software that connects to your website.
  • All virtual assistant appointments are video calls. You will be given a link to join each video call.
  • To make things easy, Jottful provides appointment booking and billing for these services.
  • But these services are NOT provided by Jottful. For the most part, the virtual assistants are NOT Jottful employees.
  • The virtual assistant may be located anywhere in the world. All speak English well.

Cancellation & Refund Policy

  • Refunds available ONLY if you cancel or reschedule with at least 24 hours of advance notice.
  • There are no refunds for missed appointments.
  • If you attend a session and we feel unable to provide assistance, we will refund your fee. This is at our sole discretion and is valid only for sessions that conclude no more than 15 minutes after the scheduled start time.

What software do you need set up?

Business & Marketing Software Basics

Marketing Basics

Appointment Booking

Payments — Ecommerce — Selling Online

Marketing Automation — Email Marketing — CRM

Chatbots — Conversational Marketing

Business & Marketing Software Basics

NOTE: The services in this section may be provided by Jottful employees.

Business & Website Operations
advisory session

During a one hour video call, we will listen to how your business runs and help you identify the processes and software you’ll need to be successful online.

PRICE: $169 for a one-hour session

DURATION: 1 hour

WE WILL:

  • Discuss how your operations work and what software you use today (or plan to use)
  • Identify gaps for running your business online
  • Recommend the type of software you’ll need and, in some cases, specific software applications

WHAT TO EXPECT:

  • We have customers in most industries but, of course, we don’t know everything about every industry. We may not be familiar with a specific software application you use but we typically do understand how it might connect with your website software.
  • We prefer to recommend free and inexpensive options when we can.
  • There are a few software applications that we can help you get set up. For others, you’ll need to do it yourself or find someone to help you.

HOW TO GET STARTED: Click the “Book Advisory Session” button below to choose a date and time for our call.

Google Workspace
user account setup

During a half-hour video call, we will set up your email account for you.

PRICE: $59 per email account

TIME ESTIMATE: 1/2 – 1 hour

WE WILL:

  • Set up your Google Workspace account on your computer
  • Add a signature to your outbound emails
  • Teach you how to send emails from an alias

WHAT YOU MUST DO TO PREPARE:

  1. You need a Google Workspace account with Jottful in order to complete this setup. If you’re not sure whether you already have one, please email support@jottful.com to inquire.

HOW TO GET STARTED: Click the “Book Google Workspace” button below to choose a date and time for our call.

Marketing Fundamentals

Google Business Profile
account setup

PRICE: $59 per hour

TIME ESTIMATE: 1-2 hours

WE WILL:

  • Work with you on a video call to get your Google Business Profile set up
  • Create your Google Business Profile account, if you’ve not already done so
  • Walk you through the verification process

WHAT YOU MUST DO TO PREPARE:

  1. Nothing! Just show up to the video call, preferably on a computer or tablet, as that will make it much easier to complete your profile than if you used a phone.

HOW TO GET STARTED: Click the “Book Google Business Profile” button below to choose a date and time for our call.

Appointment Booking

Calendly
appointment-booking software setup

PRICE: $59 per hour

TIME ESTIMATE: 1-2 hours

WE WILL:

  • Work with you on a video call to get your appointment-booking software set up
  • Create your Calendly account, if you’ve not already done so
  • Set up your appointment slots
  • Set up payments, if needed
  • Connect Calendly to your online calendar
  • Connect Calendly to your Jottful website
  • Teach you how to update your availability

WHAT YOU MUST DO TO PREPARE:

  1. We highly recommend you also use an online calendar, such as Google Calendar or Microsoft Outlook. This helps prevent double booking of appointments. If you use an online calendar, be sure to have it open and ready for our video meeting.
  2. Decide what working hours you want to make available for people to book an appointment with you.
  3. Decide how you’re going to take appointments: in person, via phone, or via video call.
  4. If you’re charging for your appointments, decide what your cancellation policy will be.
  5. If you’re going to meet via video, then decide which video platform you want to use with your booking software. Google Meet and Zoom are both common and are integrated with Calendly.

HOW TO GET STARTED: Click the “Book Calendly” button below to choose a date and time for our call.

Google Calendar
appointment-booking software setup

PRICE: $59 per hour

TIME ESTIMATE: 1-2 hours

WE WILL:

  • Work with you on a video call to get your appointment-booking software set up
  • Set up your appointment schedules
  • Set up payments, if needed
  • Connect Google Calendar appointment-booking software to your Jottful website
  • Teach you how to update your availability

WHAT YOU MUST DO TO PREPARE:

  1. Decide what working hours you want to make available for people to book an appointment with you.
  2. Decide how you’re going to take appointments: in person, via phone, or via video call.
  3. If you’re charging for your appointments, decide what your cancellation policy will be.
  4. If you’re going to meet via video, then decide which video platform you want to use with your booking software. Google Meet and Zoom are both common and are integrated with Google Calendar.

HOW TO GET STARTED: Click the “Book Google Calendar” button below to choose a date and time for our call.

Payments — Ecommerce — Selling Online

Stripe
payments, subscriptions, and ecommerce store setup

PRICE: $59 per hour

TIME ESTIMATE: 1-3 hours

WE WILL:

  • Work with you on a video call to get your Stripe payment software set up
  • Create your Stripe account, if you’ve not already done so
  • Connect your Stripe account to your online bank account
  • Set up your products and prices
  • Create your pricing tables
  • Set up your checkout process, if needed
  • Connect Stripe to your website

WHAT YOU MUST DO TO PREPARE:

  1. You must use online banking in order to set up payments software. If you don’t have an online account with your bank, please create one before your call.
  2. Know your online banking login credentials.
  3. Have your business EIN number ready.
  4. If you’ll use Stripe as more than just a payment gateway (meaning that Stripe will not merely serve as a go-between your store and your bank account):
    • For each product or service you’ll offer, have the product information ready to go (learn more here).
    • Have at least one picture of each product or service saved to your computer.
    • Decide how you want to set up shipping.
    • Find out if you need to charge sales tax.
    • If you sell subscription products, determine whether you’ll offer both monthly and yearly subscriptions and whether you’ll give a discount for longer terms.

HOW TO GET STARTED: Click the “Book Stripe” button below to choose a date and time for our call.

Square
payments, subscriptions, and ecommerce store setup

PRICE: $59 per hour

TIME ESTIMATE: 1-5 hours

WE WILL:

  • Work with you on a video call to get your Square payment software set up
  • Create your Square account, if you’ve not already done so
  • Connect your Square account to your online bank account
  • Set up your products and prices
  • Create your pricing tables
  • Set up your checkout process, if needed
  • Connect Square to your website

WHAT YOU MUST DO TO PREPARE:

  1. You must use online banking in order to set up payments software. If you don’t have an online account with your bank, please create one before your call.
  2. Know your online banking login credentials.
  3. Have your business EIN number ready.
  4. If you’ll use Square as more than just a payment gateway (meaning that Square will not merely serve as a go-between your store and your bank account):
    • For each product or service you’ll offer, have the product information ready to go (learn more here).
    • Have at least one picture of each product or service saved to your computer.
    • Decide how you want to set up shipping.
    • Find out if you need to charge sales tax.
    • If you sell subscription products, determine whether you’ll offer both monthly and yearly subscriptions and whether you’ll give a discount for longer terms.

HOW TO GET STARTED: Click the “Book Square” button below to choose a date and time for our call.

Ecwid
ecommerce store setup

PRICE: $59 per hour

TIME ESTIMATE: 2-6 hours

WE WILL:

  • Work with you on a video call to get your Ecwid ecommerce store software set up
  • Create your Ecwid account, if you’ve not already done so
  • Set up your products and prices
  • Set up your categories if needed
  • Connect your Ecwid account to your payment software
  • Connect your Ecwid account to your chosen shipping option
  • Connect Ecwid to your website
  • Train you on how to maintain your Ecwid store

WHAT YOU MUST DO TO PREPARE:

  1. For each product or service you’ll offer, have the product information ready to go (learn more here).
  2. Have at least one picture of each product or service saved to your computer.
  3. You must use online banking in order to set up ecommerce store software. If you don’t have an account, please create one with your bank before your call.
  4. Choose which payment gateway you will connect to your store (e.g., PayPal, Stripe, or Square).
  5. Decide how you want to set up shipping. Here are three helpful Ecwid articles where you can learn about shipping: Understanding Shipping In Ecwid; Calculating & Optimizing Shipping Costs; and Choosing the Right Shipping Strategy For Your Store.
  6. Find out if you need to charge sales tax.

HOW TO GET STARTED: Click the “Book Ecwid” button below to choose a date and time for our call.

Marketing Automation — Email Marketing — CRM

Mailchimp
marketing automation, email marketing, and CRM setup

PRICE: $59 per hour

TIME ESTIMATE: 1-4 hours

WE WILL:

  • Work with you on a video call to get your Mailchimp software set up
  • Create your Mailchimp account, if you’ve not already done so
  • Set up your lists
  • Connect Mailchimp to your website

WHAT YOU MUST DO TO PREPARE:

  1. Decide how you want to collect email addresses on your website: as a form on one of your pages; or as a pop-up box.
  2. If you are giving something away in exchange for someone providing their email address (commonly known as a “lead magnet”), then know what you are giving away and have it prepared as a PDF or a video.
  3. Have your logo and a couple of images for your business ready.

HOW TO GET STARTED: Click the “Book Mailchimp” button below to choose a date and time for our call.

Chatbots — Conversational Marketing

Tidio
chat software setup

PRICE: $59 per hour

TIME ESTIMATE: 1-3 hours

WE WILL:

  • Work with you on a video call to get your Tidio software set up
  • Create your Tidio account, if you’ve not already done so
  • Connect Tidio to your website

WHAT YOU MUST DO TO PREPARE:

  1. Nothing! Just show up to the video call, preferably on a computer or tablet.

HOW TO GET STARTED: Click the “Book Tidio” button below to choose a date and time for our call.

Drift
chat software setup

PRICE: $59 per hour

TIME ESTIMATE: 1-3 hours

WE WILL:

  • Work with you on a video call to get your Drift software set up
  • Create your Drift account, if you’ve not already done so
  • Connect Drift to your website

WHAT YOU MUST DO TO PREPARE:

  1. Nothing! Just show up to the video call, preferably on a computer or tablet.

HOW TO GET STARTED: Click the “Book Drift” button below to choose a date and time for our call.