The process

From onboarding to running, in three clear steps.

PulseHub is not a tool you set up yourself and figure out over time. It is a managed system that is designed, built, and launched for your specific business - before you ever log in.

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How it works

Strategy first. Technology second.

Most CRM platforms send you a login, a tutorial library, and a lengthy setup process. Six weeks later, you have an expensive tool that is half-configured and not delivering results.

PulseHub works differently. The setup is done for you by Pulse Digital - a team that has built CRM and automation systems for dozens of service businesses across New Zealand and Australia.

You do not need to understand the technology. You need to understand your business. We translate that into a system that works.

Discovery and strategy session.

Before anything is built, we spend time understanding your business. How do you generate leads? What does your sales process look like? Where are the gaps in your current follow-up? What does a successful client relationship look like from first contact to long-term retention?

This session shapes everything that follows. The pipelines, the automations, the forms, the sequences — all designed to match how your business actually operates.

60-minute strategy session with Phoebe Ellis, founder of Pulse Digital
Review of your current tools and where leads are being lost
Pipeline mapping and automation blueprint for your specific business
Confirmation of the build scope before work begins

Your system is built and configured.

Pulse Digital builds your PulseHub system from the blueprint we created in step one. Pipelines are configured, forms are built, automations are written and tested, your calendar is connected, and your communication channels are integrated.

You receive updates throughout the build. Before we hand anything over, every sequence is tested to confirm it runs as intended.

CRM pipelines built and stages mapped to your sales process
Lead capture forms and landing pages configured
Automation sequences written, tested, and activated
Booking calendar integrated and reminder sequences live
Unified inbox connected across SMS, email, and social channels

Handover, training, and ongoing management.

Once the system is live, Pulse Digital walks you and your team through how it works. We provide recorded training, written documentation, and access to learn.pulsehub.nz for ongoing reference.

For clients on a management retainer, Pulse Digital continues to monitor performance, refine sequences, and build new automations as your business evolves. For clients who prefer to self-manage, we provide the documentation and support access to run it confidently.

Live handover session with screen recording for future reference
Access to the PulseHub knowledge base at learn.pulsehub.nz
Ongoing management retainer available for businesses that want Pulse Digital to run the system
Support access via support.pulsehub.nz for technical questions

Timelines

Most builds are live within two to three weeks.

Timeline depends on the complexity of your setup and how quickly we can complete the discovery process. A straightforward single-pipeline build for a service business can be live in under two weeks. A complex multi-pipeline setup for an advisory firm or agency typically takes three to four weeks.

Week 1

Discovery session and blueprint sign-off

Explore lead generation →

Week 2

Build and configuration

Week 3

Testing, review, and handover

FAQ

Things people ask before getting started.

Do I need technical knowledge to use PulseHub?

No. The system is set up for you by Pulse Digital. Once it is live, day-to-day use is straightforward: you log in, check your pipeline, respond to messages in your inbox, and review your reports. We provide training for everything you need to know.

What happens if I need to change something later?

Clients on a management retainer have ongoing access to Pulse Digital for changes and refinements. Self-managed clients can access the support portal at support.pulsehub.nz or book a support call if a bigger change is needed.

Can PulseHub replace my current tools?

For most service businesses, yes. PulseHub replaces a separate CRM, booking tool, review management platform, email marketing tool, and in many cases a separate SMS tool. The exact consolidation depends on your current stack. We discuss this in the discovery session.

Is there a contract?

PulseHub subscriptions are month-to-month. Management retainers are reviewed quarterly. There is no long-term lock-in. See the pricing page for full details.