Frequently Asked Questions

Absolutely not. All of our plans are offered on a simple month-to-month basis. You can upgrade, downgrade, or cancel anytime with zero penalties or hidden termination fees. Your success keeps you here, not a contract.

We are a fully white-labeled platform powered by industry-leading software. We provide custom workflows, templates, and support tailored specifically for the Professional Service Provider industry, ensuring you have a proven system, not just a set of generic features.

No. We encourage team collaboration! Your subscription includes unlimited user seats, meaning you can add your entire sales, marketing, and support staff without ever incurring an extra per-user fee.

Our clients typically replace 5-10 separate subscriptions, including ClickFunnels, Mailchimp, Calendly, and CallRail. The savings usually amount to hundreds of dollars per month, not including the immense time saved from managing separate logins.

You do. All your customer data, sales pipelines, and content remain 100% your property and are stored securely. We simply provide the branded platform for you to manage it.

Not at all. The system uses a simple drag-and-drop interface for all tasks. Plus, your subscription includes full onboarding and a private video library to guide you every step of the way.

Yes. We help you easily connect your existing domain for your websites and funnels. We also configure your business email and phone number to ensure consistent, professional branding on all client communication.

All of our core AI tools are included. There is a small usage fee for high-volume actions like AI Voice calls and mass texting/emails, which is passed through transparently, so you only pay for what you use.

Yes. The platform is designed for scale. You can create separate, customized accounts for unlimited locations or client businesses all managed from your single agency dashboard.

You receive dedicated support directly from our team. We offer responsive live chat and email support available during business hours, ensuring you get fast, expert help.

SaaS plans give you access to our branded software, templates, and training—it's a DIY system you run. DFY Services include the software, plus our team actively manages and executes your marketing campaigns (ads, content, funnels, etc.) for you.

Yes, the DFY price is a fixed monthly retainer. It includes access to our highest-tier SaaS plan, plus a specific list of managed services, such as ad management, content creation, or full funnel optimization. Detailed service scope is confirmed via contract.

Absolutely. Many clients do this! You can upgrade at any time. We will credit the cost of your current SaaS subscription towards your first month of the DFY service retainer.

Our DFY services operate on a 90-day minimum agreement to ensure we have time to generate meaningful results. After the initial term, the service automatically moves to a flexible month-to-month basis.

Yes, all DFY services require a one-time setup fee (clearly listed on the pricing table). This covers niche customization, full platform configuration, and initial funnel build-out by our team.

The difference is ownership and stability. Instead of paying for 5-10 separate systems that can break when updates occur, you consolidate everything under one predictable platform. This eliminates the "Frankenstein Stack" problem, saves significant money, and strengthens your brand.

You sell access to the platform as a monthly software subscription (SaaS). This revenue is not tied to your team's billable hours. Even if a client pauses their service work, they continue paying you for access to the indispensable tools they use every day, stabilizing your agency's cash flow.

Absolutely not. The platform is 100% white-labeled. Your clients log in through your custom domain (e.g., app.YourAgencyName.com), see your logo and colors everywhere, and use your branded mobile app. They simply see your proprietary technology.

No. Your agency subscription includes unlimited client accounts (sub-accounts) and unlimited user seats. You can scale from 5 to 500 clients without ever incurring a fee increase from the platform owner.

Storily is a comprehensive marketing platform designed for business owners and agencies. We offer both DIY marketing tools and done-for-you marketing services to help you grow your practice through effective lead generation, content marketing, and client relationship management.

We work with a wide range of businesses including financial advisors, attorneys, accountants, consultants, real estate professionals, insurance agents, agencies, and other service-based businesses. Our platform is designed to meet the unique marketing needs of business owners and agencies.

Yes! We offer a 14-day free trial for all our DIY plans. No credit card is required to start your trial, and you can explore all the features to see how Storily can help grow your practice.

Absolutely. Storily integrates with most major CRM platforms including Salesforce, HubSpot, Pipedrive, and many others. Our Standard and Premier plans include advanced integration capabilities to sync leads and client data seamlessly.

We provide comprehensive support including email support for all plans, phone support for Professional and Enterprise plans, and dedicated account management for done-for-you services. We also offer onboarding assistance, training resources, and strategy consultations.

Most professionals start seeing improved lead generation within the first 30 days with our DIY platform. With our done-for-you services, you can see results even faster as our team implements proven strategies immediately. We recommend giving any marketing strategy 90 days to see significant results.

Yes! Our DIY platform includes a comprehensive library of customizable content templates. Our done-for-you services include complete content creation, from blog posts and social media content to email campaigns and landing pages, all tailored to your specific practice and target audience.

We're built specifically for professional services with both DIY and done-for-you options. Unlike generic marketing platforms, we understand the unique challenges service professionals face and provide industry-specific solutions, compliance considerations, and proven strategies that actually work for professional practices.

Yes! You can start with our DIY platform and upgrade to done-for-you services anytime, or vice versa. We also offer hybrid approaches where we handle some aspects of your marketing while you manage others. Our team will help you find the right balance for your needs and budget.

Security is our top priority. We use bank-level encryption, are SOC 2 Type II certified, and follow strict data protection protocols. Your client information is always kept secure and private, and we never share data with third parties. We understand the confidentiality requirements of professional services.