Introduction

Moving to Salestrekker 2.0 is more than a system upgrade — it is an opportunity to improve consistency, embed better processes, and unlock greater efficiency across your business.

These training and configuration packages have been designed to support brokerages at different stages of their journey, recognising that not all businesses want or need the same level of change, customisation, or hands-on support.

While Salestrekker 2.0 can be configured and used in many effective ways, there is unique value in learning directly from the team closest to the platform. These packages have been developed by Heather Gallagher, Head of Customer Success at Salestrekker, working alongside the product and implementation teams responsible for designing and delivering Salestrekker 2.0.

With direct insight into how the platform has been built, how features are intended to work together, and how brokers use the system in practice, these offerings focus on practical adoption, efficient configuration, and long-term value — helping businesses get the most from Salestrekker 2.0, sooner and with confidence.

Whether your priority is continuity, speed, optimisation, or bespoke enablement, there is a structured pathway available to support your move to Salestrekker 2.0.

To launch our program, the first 10 businesses to sign up will receive a 10% discount on either Configuration or Training Packages

For more information or to register, please contact heather@salestrekker.com

Package 1 - Salestrekker 1.0 to 2.0 – Like-for-Like Setup

Overview

This package is designed for organisations seeking to transition from Salestrekker 1.0 to Salestrekker 2.0 with minimal change. The objective is to replicate the existing 1.0 setup as closely as possible in Salestrekker 2.0, ensuring continuity, familiarity, and reduced disruption for brokers and support staff.

Who This Is For

Ideal for groups comfortable with their current Salestrekker 1.0 configuration who want a straightforward transition without redesigning processes.

What’s Included

• Automations: Review and recreation of existing Salestrekker 1.0 automations

• Templates: Replication of document and communication templates, including document templates, task-linked templates, required document prompts and checklists, and external notifications

• Workflows: Mapping and configuration of workflows to mirror Salestrekker 1.0 usage

• Custom Fields & Labels: Setup of equivalent fields and labels where supported

Approach

Replication-focused with no workflow optimisation. System differences will be identified and communicated.

Outcomes

• Familiar user experience

• Reduced learning curve

• Faster adoption post-migration

Package 2 - Salestrekker 2.0 – Out-of-the-Box Configuration

Overview

An off-the-shelf configuration designed for brokers who want to maximise the value of Salestrekker 2.0 without investing time in building or designing the system themselves.

Who This Is For

Brokers and businesses seeking efficiency, structure, and a proven best-practice setup.

What’s Included

• Workflows: Four (4) pre-designed workflows

• Tasks & Checklists: Automated task templates or stage-based checklists

• Required Documents: 50 document types created and labelled

• Document Groups: 10 structured document groups

• External Notifications: Up to 25 automated external notifications

• Custom Fields: Up to 10 custom fields

• Automations: Stage-based automation for team members, documents, tasks/checklists, and notifications

• Labels: Up to 20 custom labels

Approach

Standardised, best-practice configuration designed to support the majority of broker use cases.

Outcomes

• Immediate system readiness

• Consistent processes

• Minimal setup time for brokers

Package 3 - Salestrekker 2.0 – Bespoke Configuration

Overview

A fully customised configuration for brokers who want Salestrekker 2.0 designed around their specific business processes and operational structure.

Who This Is For

Brokerages seeking a tailored system aligned to their unique workflows and internal requirements.

What’s Included

All configuration areas included in the Out-of-the-Box package, designed and built specifically for the business, including:

• Bespoke workflows

• Custom tasks and/or checklists

• Tailored required documents and document groups

• Custom external notifications

• Business-specific custom fields, automations, and labels

Engagement & Delivery

• Discovery session – 2 hours

• Planning and preparation – 2 hours

• Solution presentation – 2 hours

• Implementation – 6 hours

Outcomes

• System aligned to real-world processes

• Higher efficiency and adoption

• Strong operational visibility

Package 4 - Salestrekker 2.0 – Bespoke Business Training

Overview

Training tailored specifically to a brokerage’s structure, roles, and processes, ensuring learned skills translate directly into day-to-day usage.

Who This Is For

Brokerages seeking role-based, business-specific training rather than generic sessions.

Option A – Bespoke Foundations Training

Inclusions

• Discovery meeting to understand the business and roles

• Creation of a dedicated training workflow within the organisation

• 2-hour tailored Foundations training session including AI tools

Option B – Templating & Automations Training

Inclusions

• 2-hour tailored training session focused on templates and automations

Option C - Combined Training Package

Inclusions

• Includes Option A and B from above

For more information including pricing please contact our Head of Customer Success, Heather Gallagher at Heather@salestrekker.com