FAQ: How do I get my Marketing OS setup?

Get your marketing automation questions answered.

Whether you're new to marketing automation or already have a solution but aren't sure if it will scale well, we're here to help.

During the Q&A session, you can ask questions about how to best leverage marketing automation in your business or about our Better Story Marketing OS Software.

You get to decide the questions and we want to help you automate telling your brand story so your business or nonprofit can move ahead.

Related FAQs

Browse all FAQs

Marketing OS

How do I get my Marketing OS setup?

After you signup for the Better Story Marketing OS, we'll reach out to schedule and onboarding call. During that call, we'll walk you through the software, answer questions you may have and help you identify any next steps you need to take.

If you have any other questions, feel free to schedule a Marketing Automation FAQ call.

How do I choose a Marketing OS level?

The Marketing OS levels are designed to meet the needs of small businesses, nonprofits and solopreneurs at different stages in their journeys.

If you're just getting started and need an easy way to connect with your growing audience, then Connect might be the right level for you. You'll get essential features around email, texting, a website and social media.

If you're trying to nurture and qualify leads who become customers, then Coordinate has your needs covered. You get a full CRM, calendar scheduling, surveys and expanded website content features.

If your launching a course or building a a community, then Community is what you need. It allows you to create a membership community and host courses for a fraction of what most services charge.

With all three plans, there are no limits on the number of contacts you have or emails you send. If you're still not sure, you can start a 14-day trial at any level and change levels in the future if needed.

If you have any other questions, feel free to schedule a Marketing Automation FAQ call.

What if I want to change my Marketing OS level later in the future?

At Better Story Marketing, we want you to have the features you need to grow your small business or nonprofit.

You can always upgrade your Marketing OS subscription within your dashboard. If you would like to downgrade your subscription, please reach out to support@betterstory.marketing so we can ensure the change is made without you losing access to your customer information as some features are disabled.

If you have any other questions, feel free to schedule a Marketing Automation FAQ call.