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For teams already on Tactical Software
Your software, set up to work for you.
Already have the platform, or just signed up? Stefani fine-tunes your account so it works the way your team works, not the other way around.
We look at how your account is set up today.
We build the pipelines, automations and templates you need.
Your team learns the setup and we check in after.
Support through the Client Portal
Signs you need this
Paying for features you never use?
Most accounts are set up once and then left alone. Operations Setup gets yours working the way it should.
What we set up
Your account, configured end to end
Pipelines
Stages that match how you actually sell and deliver.
Automations and follow-ups
Replies, reminders and nudges that run on their own.
Calendars
Booking pages and availability for each person or service.
Inbox
Texts, email and social messages in one shared inbox.
Forms
Forms that drop leads straight into the right pipeline.
Templates
Reusable emails, texts and documents in your voice.
User roles
The right access for every person on your team.
Your website
Forms and bookings on your site connected to your account.
How it works
Review, configure, train, check back
Review
We look at your account and how your team works today.
Configure
We build and tidy the pieces you need.
Train
We show your team how to use the new setup.
Check back
We follow up to fix anything that isn’t working.
Ongoing support
Help is in the Client Portal.
After setup, your team can reach us through the Client Portal for questions, changes and tweaks as your business grows.
- Ask questions as they come up
- Request changes to your setup
- Info & Support: 833-978-3326
Tactical Software plans
Pick the plan that fits your team.
Every plan includes a free trial. Pay monthly, or pay annually and save.
Operations Setup FAQs
Questions we hear a lot
Do I need to be on Tactical Software already?
Operations Setup is for teams who already have the platform or have just signed up. If you’re starting from scratch, look at Smart Sites.
Can you fix an account someone else set up?
Yes. The review step is where we find what’s working and what needs rebuilding.
Will my team be trained?
Yes. Training is one of the four steps, and we check back afterwards.
How do I get help after setup?
Through the Client Portal, or call Info & Support on 833-978-3326.
Not sure what you need?
Start with a TechStack Audit and we’ll tell you what to keep, cut or combine.
Other services
Where to go from here
Ready for software that works for you?
Start now and we’ll begin with a review of your account, or try Tactical Software free for 14 days.