Module 1 - Setting up your CRM
- Quick Start Here
  - 🗂 Set up your Business Profile (4 Mins)
  - 🖐 Set up your Personal Profile (4 Mins)
  - 📞 Buy a Phone Number (3 Mins)
  - 📑 A2P Registration (3 Mins)
  - 🕸 Set up Integrations (4 Mins)
  - 📊 Add a Domain (4 Mins)
  - 📱 Download App (2 Mins)
Module 2 - Learning your CRM
- Walkthrough of CRM
  - 🗂 Launch Pad (2 Mins)
  - 🖐 Dashboard (2 mins)
  - 🗓️ Calendars (5 mins)
  - 📑 Conversations (3 mins)
  - 🕸 Contacts (4 mins)
  - 📊 Opportunities (3 mins)
  - 📊 Marketing (2 mins)
  - 💳 Payments (2 mins)
  - 🤖 Automations (3 mins)
  - 👥 Memberships (2 mins)
  - 🌟 Reputation Management (3 mins)
  - 📊 Reporting (3 mins)
Module 3 - CRM Basics
- Understanding Basics
  - 🗂 How to Send An SMS Blast (2 Mins)
  - 🖐 How to Send an Email Blast (3 mins)
  - 🖐 How to Send an Email Campaign (2 mins)
  - 🗓️ How to Create a Contact Form (4 mins)
  - 🗓️ How to Create a Funnel (2 mins)
  - 🗓️ How to Design & Use Funnels (7 mins)
  - 📑 How to Create a Website (3 mins)
  - 🕸 How to Install the 2-Way Chat Widget (2 mins)
  - 📊 How to add Yext Listing (2 mins)
  - 📞 How to install Missed Call Text Back (2 mins)
  - 💳 How to get Reviews (3 mins)
  - 🤖 How to Set up Review Widget (3 mins)
  - 🤖 How to setup Email dedicated domain (2 mins)
  - 🤖 How to add user (Staff) (2 mins)
  - 🤖 How to Import Contacts (2 mins)
  - 🤖 Affiliate Manager (2 mins)
Module 4 - Social Media Posting
- Posting on Social Media
  - 🗂 Facebook Business Page Set up (2 mins)
  - 🖐 Instagram Business Page Set up (2 mins)
  - 🕵️‍♂️ Google My Business Set up (3 mins)
  - 📑 Tik Tok Business Page Set up (1 mins)
  - 🕸 Linkedin Business Page Set up (2 mins)
  - 📊 Twitter Business Page Set up (1 mins)
  - 📱Schedule Social Media Posts (1 mins)
  - ❓Access the Media Library (2 mins)
Module 5 - Social Media Ads
- Setting up
  - 🗂 Facebook Business Page Set up to Run Meta Ads (7 Mins)
  - 🖐 Instagram Page Set up to Run Meta Ads (8 mins)
  - 🗓️ Connect Facebook & Instagram Pages (3 mins)
  - 📑 Set up your Facebook Business Manager (3 mins)
- Theory
  - 🎨 Create Winning Meta Ads (5 Mins)
  - 🗓️Understanding Meta Ad Metrics
- Launching Ads
  - 🖌 Creating your Own Meta Ads using Canva (5 mins)
  - 🚀 Launching your Ads on Meta (8 mins)
  - ♾ Connecting Meta Ads to your CRM (2 mins)
  - ⛔️ Troubleshooting & Handling Banned accounts (5 mins)
Module 6 - Set up AI Systems
- Setting up AI Systems
  - 🤖 Conversational AI Chat Bot Set up (5 mins)
  - ⭐️ AI Review Set up (2 mins)
  - 📱 Content AI Set up (3 mins)
  - 📱 Voice AI Set up (2 mins)
  - 📱 Workflow Assistant AI (2 mins)
  - 📱 Funnel AI (2 mins)

🖐 Set up your Personal Profile (4 Mins)

Let’s learn how to get your personal profile set up within minutes!

How To Get Started?

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Why did the personal profile setup get nervous? It didn’t want to reveal too much about itself on the first login! 😜

👉 Setting up your personal profile: is really important to making sure your account is correctly configured. Follow this short video training to get it set up!

Standard Operating Procedure

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Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

Step by Step Guide

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Clear step-by-step instructions on how to get set up

Here is step by step guide for how to set up your personal profile

One Last Pro Tip 🤖

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Pro Tip: I encourage you to remember your password/email you use to sign up!

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Last updated on November 4, 2024

🗂 Set up your Business Profile (4 Mins) 📞 Buy a Phone Number (3 Mins)