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)

🕵️‍♂️ Google My Business Set up (3 mins)

Let’s learn how to use calendars within minutes!

How To Get Started?

💡

Why did the business owner set up their Google My Business page? Because they wanted to be found faster than their favorite pizza delivery! 😉

👉 Setting up a Google My Business page: is crucial for local SEO; it enhances your visibility on Google Search and Maps, making it easier for potential customers to find your business, access important information, and read reviews.

Standard Operating Procedure

💡

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

💡

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

One Last Pro Tip 🤖

💡

Pro Tip: Regularly update your Google My Business page with accurate information, including hours of operation, address, and services offered. Respond to customer reviews and post updates or special offers to keep your profile active and engaging, which can improve your ranking in local search results! 🗺️

Did this answer your question?

😞

😐

🤩

Last updated on November 4, 2024

🖐 Instagram Business Page Set up (2 mins) 📑 Tik Tok Business Page Set up (1 mins)