Step 1:
Watch this first!!
(seriously. don’t skip this shit.)
It’s a very important overview of the CRM, the most important “Do’s and Don’ts” and where to find help when you need it.
Step 2:
How to add contacts into the CRM!
... and what happens when you do
(Getting contacts in your system to call and text, is uh… kinda important I guess!)
You’ll want to watch this if you have a database of older leads you want to reactivate, and you want to learn how to bulk import a list manually.
Step 3:
How to automatically... Import your new leads
(WHOA ho HO! More automation?! …now we’re talkin) Learn how to use Zapier to “Zap” leads into the CRM.
Watch this if you want your new inbound leads called with AI, and text right away. Make “speed to lead” issues a thing of the past!
Step 4:
How to edit your ai scripts!
(Can you teach a new robot old tricks?}
Learn how the AI script editor works, how to add prompts, and give your robot guidelines.
Step 5:
How to start a campaign!
...and what tags to apply
(It’s the moment we’ve all been waiting for!}
Let’s launch your first campaign!
Need help??
CLICKITY CLACK RIGHT HERE
Want us to do it for you? Schedule a Tier 3 Upgrade Consultation here!