Frequently Asked Questions

Most clients are live within 5-7 business days.

Timeline:

• Day 1: Discovery call (15 minutes)
• Day 2-3: Platform setup and configuration
• Day 4-5: Onboarding call and training
• Day 6-7: Go live with full system

Elite packages may take 7-10 days due to additional customization.

No problem. We handle all the technical setup for you.

We do: Platform configuration, automation setup, integration connections, workflow design

You do: Show up to the onboarding call, use the system we build

If you can send a text message, you can use our platform. We train you on only what you need to know.

Any appointment-based service business that needs to capture and follow up on leads.

Perfect for:

• Real estate agents and brokerages
• Home services (HVAC, plumbing, electrical)
• Med spas and salons
• Mobile mechanics and auto services
• Cleaning and junk removal
• Contractors and renovators
• Personal trainers and coaches

If you book appointments and get paid for services, this is for you.

It depends on your current setup.

You can replace: Calendly, Acuity, HoneyBook, Dubsado, multiple disconnected tools

We integrate with: Google Calendar, Stripe, email providers, social media platforms

Most clients consolidate 3-5 tools into one platform, which saves money and reduces complexity.

Yes. No long-term contracts or cancellation fees.

You can cancel your subscription at any time. Access remains active until the end of your current billing period.

Note: Setup fees are non-refundable once work begins, but monthly/annual subscriptions can be cancelled anytime.

No hidden fees. Here's what you pay:

• Setup fee: One-time, upfront (varies by package)
• Monthly subscription: Recurring, billed in advance
• Payment processing: Stripe charges 2.9% + $0.30 per transaction (industry standard)
• SMS/MMS: Included in your plan (we cover carrier costs)

No usage fees, no per-contact fees, no surprise charges.

Setup fees: Non-refundable once work begins.

Monthly subscriptions: No refunds for partial months, but you can cancel anytime.

30-Day Performance Promise: If your system isn't working as configured within 30 days, we'll fix it at no charge. If we can't fix it, we'll refund your setup fee.

Yes, you can change plans at any time.

Upgrading: Takes effect immediately. You'll be prorated for the remainder of your billing period.

Downgrading: Takes effect at the end of your current billing period to ensure you get what you paid for.

Yes. You own 100% of your data.

This includes:

• All contact information
• Conversation history
• Business files and documents
• Payment records

You can export your data at any time. If you cancel, you can take your data with you.

Yes. We take security seriously.

• Encryption: All data encrypted in transit and at rest
• PIPEDA compliant: Meets Canadian privacy standards
• Payment security: We don't store credit card info (processed by Stripe)
• Regular backups: Your data is backed up automatically

Built-in integrations:

• Stripe (payments)
• Google Calendar
• Facebook & Instagram
• Gmail
• Zapier (connect to 5,000+ apps)

Need a specific integration? Ask us during your discovery call.

Yes to both.

Custom domain: You can use your existing domain for landing pages, booking pages, and client portals.

Phone number: You can use your existing business number or get a new dedicated number through the platform.

We run on enterprise-grade infrastructure with 99.9% uptime.

If there's downtime:

• We're notified immediately and start fixing it
• We'll notify you of any extended outages
• Your data is always safe (automatic backups)

Most outages are resolved within minutes. Major incidents are rare but we're transparent when they happen.

Most clients see immediate improvements in response time and lead capture.

Day 1: Missed calls get instant text responses

Week 1: Leads start booking appointments automatically

Week 2-4: More appointments = more revenue

Actual ROI depends on your lead volume, close rate, and average transaction value. We optimize your system after 14 days based on real performance data.

We guarantee the system works. We don't guarantee specific business outcomes.

What we guarantee:

• Leads are captured automatically
• Follow-up messages are sent instantly
• Appointments can be booked 24/7
• Payments are processed securely

What we don't control: Your lead volume, your offer, your close rate, your market

The platform gives you the tools. Results depend on how you use them.

Low conversion usually means one of three things:

1. Lead quality issue: Targeting the wrong audience (not a platform problem)
2. Messaging issue: Follow-up isn't compelling (we can help optimize)
3. Offer issue: Price, service, or timing is off (not a platform problem)

During your Day 14 optimization call, we review your data and make recommendations to improve conversion.

Multiple ways to reach us:

• Email: Info@Efficiencyfirstsoftware.com (24-hour response)
• Phone: 613-519-2023 (business hours)
• In-app chat: Available inside your dashboard

Professional and Elite clients get priority support with faster response times.

Email us anytime. We respond within 24 hours, usually much faster.

For urgent technical issues, Elite clients have access to emergency support.

Yes. Every package includes:

• Onboarding call (60 minutes)
• Platform walkthrough
• Feature training
• Best practices guide

Need additional training for your team? We can schedule follow-up sessions.