Setup and training partner
Want someone to set up JourneyFuse with you?
Agencies ask us for hands-on help all the time: someone to set things up, train the team, or be an extra set of hands. Tailored Assistant Services does exactly that, and their team knows JourneyFuse inside and out.
Tailored Assistant Services intake form
What they can do for your agency
- Custom CRM setup
- Your branding, wording, task lists, workflows and automations set up to match how your agency already works.
- Available now
- JourneyFuse-trained virtual assistants
- Assistants who already know JourneyFuse and work inside your account as part of your team.
- Available now
- Live group training
- Live classes on running your agency in JourneyFuse, for you and your advisors.
- Starting 2027
How to get started
- 1
Visit Tailored Assistant Services
Look over their services and how they work with agencies.
- 2
Fill in their intake form
Tell them about your agency and what you want help with.
- 3
Choose JourneyFuse
Under “How did you hear about us?”, pick JourneyFuse from the list.
Good to know
- Tailored Assistant Services is an independent company. You hire them directly, and they set their own prices and schedules.
- JourneyFuse support stays free for every account. Email us or use the Help Center any time, whether or not you work with a partner.
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