Get Your Pub Hero Account Fully Built, Automated & Ready to Scale
Stop wasting dozens of technical setup hours. We frontload your entire Pub Hero CRM instance—from lead pipelines and 2-way email sync to calendar booking, automated follow-ups, brand templates, and a 90-minute live screen-share training call.

Everything Included in Your
Pub Hero Setup
We handle 100% of the technical heavy lifting so you can focus on building relationships and selling ad space across your publications.
1. Access & Account Setup
Everything required to connect your persona and communication channels seamlessly.
- Personal profile configuration
- Professional email signature build
- Gmail 2-way email sync setup
- Calendar integration (Google Sync)
- Work hours & business timezone configuration
- Granular notification preference optimization
2. Complete Contact Management
Clean, structured, and organized contact records ready for targeted messaging.
- Full contact imports from CSV files & lead lists
- Migration from MailChimp, Constant Contact, JotForm, etc.
- Custom Smart Lists created for instant filtering
- Pub-specific Custom Fields & Tags tailored to your market
- Contact Filters & Bulk Actions setup & thoroughly explained
3. Brand Templates & Deliverability
Ensure your emails land in the primary inbox with professional N2-compliant branding.
- Logo, color scheme & branding configuration on your Brand Board
- High-converting responsive Email Templates created
- Dedicated custom email sending domain & SPF/DKIM routing for top deliverability
4. Frontloaded Opportunity Pipelines
Pre-configured pipelines so no lead or magazine sponsor ever slips through the cracks.
- Customized Sales-Focused Opportunity Pipeline setup
- Automated Workflows tied directly to pipeline stages
- Weekly call lists & smart Opportunity filters
- Client Experience Pipeline with automated check-ins
- Content Pipeline with deadline & submission automations
5. Facebook & Lead Generation
Instant engagement for prospects coming from paid or organic social channels.
- Facebook Page & Lead Form connection to Pub Hero
- Exact custom field mapping for incoming lead forms
- Automated instant SMS/Email follow-up triggers for new leads
6. Calendars & Appointment Booking
Automate appointment booking for issue sales, ad consultations, and resident interviews.
- All calendars activated and customized for your specific publication setup
- 2-way Google Calendar synchronization
- Staff & location assignments (user, appointment setters)
- Buffer times, minimum notice, and custom booking URLs configured
7. Custom Forms Creation & Migration
Streamline content gathering and client intakes without manual re-typing.
- Lead Gen, Client Experience, and Resident Content Forms created
- Migration of existing JotForm, Google Forms, or Typeform assets
- Automations pushing form entries directly to Contacts & Smart Lists
8. Advanced Automations & AI Setup
Next-level capabilities to automate repetitive outreach and social scheduling.
- Core Drip Campaigns for lead nurture & client follow-up
- Phone number provisioning & A2P 10DLC registration
- Ask AI assistant integration & configuration
- Social Planner connected to all your social channels
- Core Reporting dashboards & multi-staff user permissions
9. 90-Minute Live 1-on-1 Personalized Training
We don't just build it and leave you guessing. We walk you and your team through every detail.
- Dedicated 90-minute live screen-share training call
- Customized walkthrough for you and your staff / appointment setter
- Hands-on demonstration of day-to-day workflow execution
- Session recording provided for ongoing reference
Simple, Transparent Pricing
Two straightforward price points. Choose the one that matches how many publications you manage.
1 Publication
Ideal for Area Directors running a single publication.
- Full setup of all 9 modules detailed above
- 90-minute live 1-on-1 team training
- Turnkey delivery within 1-2 weeks
Multiple Publications
Built for Area Directors managing 2 or more publications.
- Everything in the 1 Publication plan
- Custom pipelines, smart lists, fields & tags per publication
- Multi-publication contact segmentation & automations
- 90-minute live 1-on-1 team training
Frequently Asked Questions
How long does the setup take?
Once we receive your onboarding details (branding logo, staff calendars, contact lists), your complete Pub Hero build is finalized within 1-2 weeks.
What if I manage multiple publications?
Choose the Multiple Publications plan for a flat $799. We configure custom pipelines, smart lists, custom fields, and tags tailored to each publication you manage.
Who participates in the 90-minute training?
You and any member of your staff (such as an appointment setter, ad manager, or admin). We record the screen-share call so you can re-watch it anytime.