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How it works

Every plan includes onboarding, configuration and escalation support.

Not only Elite. Here is what each one means, what we do, what you do, and the real screens you will use.

01

Onboarding

  1. 1

    A short call

    You tell us how the business runs. We listen for where the work actually breaks.

  2. 2

    We read before we ask

    We read your website and public profiles first, so you confirm answers instead of typing them.

  3. 3

    One secure link

    Logins and files come to us through one encrypted link. What we still need shows up as cards in your portal.

The full onboarding steps
The What JAB needs from you cards in the client portal. Each card says what is needed and why.
Screen from JAB Ops, updated Oct 11. Sample business.

02

Configuration

  1. 1

    We set it up

    We configure the tools connected to your account: inbox, booking, follow-ups and your assistant.

  2. 2

    Customer-facing changes wait

    A new message, post or page your customers would see comes to you first.

  3. 3

    Approve by text

    Reply to the text to approve, or open your portal to read it in full first.

The full configuration steps
The Approvals page in JAB Ops. A customer-facing change waits here until the owner approves it.
Screen from JAB Ops, updated Oct 11. Sample business.

03

Support

  1. 1

    Text Brian anytime

    Text or message Brian, our assistant, the way you would text a person.

  2. 2

    A clear request

    He turns it into a request with an owner and a next step. A person steps in when it needs one.

  3. 3

    You see every request

    Every request and its status is in your portal. Talk to a human pings Walter directly.

The full support steps
The Requests page in JAB Ops for a sample chiropractic practice. Each request shows what was asked, who owns it and its status.
Screen from JAB Ops, updated Oct 11. Sample business.

See it on your own business

A 30-minute call. We look at how your business runs today and show you what we would set up.

Book a call