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WhirLocal Surge Success Onboarding

Done-with-you (DWY) + Done-for-you (DFY) concierge service

When it comes to new tools and systems, we know it can be challenging to get everything set up properly. That's why we've created our Surge Success Onboarding package, a DWY + DFY concierge service that allows us to do the heavy lifting to get your sales and marketing system up and running so you can focus on what you do best.

Package includes:


  • Import contacts into CRM (excel, .csv files). Scraped or purchased lists are not allowed.
  • Clean list via Briteverify (plus verification cost ie 5000 verifications $40)
  • Custom field setup (up to 10 custom fields)
  • Smart list segmentation (up to 3 smart lists)

Email Marketing

  • Customized email broadcast template
  • Customized email Blog --> broadcast template

Automatic Social Content Sharing

  • We will set up the system to automatically share new reviews and content posts to your Facebook, Linkedin, Twitter pages

Website Capture Points

  • Incorporate any or all of the following capture points into your existing website (If you want to keep your existing website. Must be WordPress)
  • Text or call: We provide a smart tracking number that forwards to your main number
  • Text widget: allow people to start a text conversation
  • Calendar
  • Contact/quote form
  • Newsletter subscribe


  • (1) "Gamification" lead capture survey

Sales System

  • Custom sales pipeline setup (up to 5 stages)
  • Add automation workflows to each stage (up to 5 stages, up to 3 CRM automations per stage)

Database Reactivation

  • Landing page w/ offer
  • Initial email campaign
  • Automatic integration into the sales pipeline

Investment: $3000

WhirLocal Scale Package Required $4970/yr or $497/mo

Additional customizations or consulting billed at $150/hr.

Available In the Following Industries

Home Services

Professional Services

Specialty Healthcare

Hospitality, Restaurants & Dining

Personal Services

Family-friendly Retail

Plus certain non-profits

Here's What Our Customers Have To Say

Current Aggregate Score for Third River Marketing


Great Resource!

Third River never ceases to amaze me. That such a small, local web design and digital marketing firm can do so much (as much or more than many of the big box national companies) is astounding. I can't believe how lucky we are to have them in our community. I trust them completely with my website, SEO, and digital marketing.

~ Dr. Andrew Isaksen, NW Family Chiropractic


Personable and Innovative

Third River Marketing is locally owned by some great folks. They are personable, innovative and cutting edge on bringing business names to the top of internet search queries. It is definitely a process and Third River Marketing knows the steps to take your company to success. Thank you Tim, Pam And Alyssa for all your work and insights. I am so pleased to be a business partner with you.

~ Rick Maurmann, Coldwell Banker Mountain West


Enjoyable Experience

I have worked with Tim and the crew at Third River for several years and it has always been an enjoyable experience. They are very professional and very competent at what they do. Tim has guided me through several marketing challenges very successfully and I have found the results very positive.

~ Barclay Bullock, Barclay's Gardens & More

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