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Owned by Joshua

AI Explorers

18 members • Free

AI Explorers is a program focused on AI innovation, guiding participants through how to use AI to their advantage

Profit Processes

1 member • $199/m

We help Wealth Managers and Tax Planners utilize cutting edge technology to book more appointments with high net worth individuals & business owners

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3 contributions to Profit Processes
Downloading & Filtering Data Tutorial 👨🏿‍💻
Hey @Alec Tuckman @Ronald Harvey @Tom Pearson ! I just dropped a brand-new module that will walk you through the entire process of accessing and filtering the data to make sure you’re targeting the right people for your campaigns. 📊 In this module, you’ll learn: 1. How to Download Data: Easily access the latest data with a few simple clicks. 2. Advanced Filtering Techniques: Filter by state, net worth, seniority level, and more to get hyper-specific lists of potential clients who fit your target profile. 📝 Where to Find It: Check the pinned posts in the Skool community or head directly to the new module in the classroom section. This is a valuable tool for fine-tuning your outreach and maximizing campaign effectiveness by ensuring you’re talking to the ideal clients. If you have any questions, feel free to drop them in the comments or message me directly. Let’s get to work!
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Link to Google Drive
This is the link to the data spreadsheets updated on a weekly basis. The link is attached to the email that's registered with the skool. Data Link: https://drive.google.com/drive/u/0/folders/1lf31s5TaaUdeGUE1ZnxttGaz5VVBvX8_
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WELCOME FIRST 2 PEOPLE 🎊🎊🎊🎊🎊🎊🎊
Hey team, https://www.loom.com/share/a5b3b9b047584f08b3053cbe2bf76f9c?sid=cee27cdd-4358-44a8-8327-5c9c4ddf5035 I want it to be as easy as possible for y'all to download the data so I have a google drive that I created for it to be uploaded into with a excel spreadsheet attached. I'll send a message when the data is uploaded! Happy Halloween, Josh
WELCOME FIRST 2 PEOPLE 🎊🎊🎊🎊🎊🎊🎊
0 likes • Nov '24
@Tom Pearson @Ronald Harvey I shared it to your google emails in the screenshot below, and you can only open the drive with the email that I shared it to --> I'm recording a loom right now on how to use excel to filter the data however you want, net worth, state, occupation etc. Here's the link as well: https://drive.google.com/drive/folders/1lf31s5TaaUdeGUE1ZnxttGaz5VVBvX8_?usp=sharing
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Joshua Bell
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5points to level up
@joshua-bell-8188
CEO Profitprocesses.com | Helping Wealth Managers Book Appts w/o them lifting a finger | Connect w me here: https://www.linkedin.com/in/joshuabell11/

Active 3d ago
Joined Oct 30, 2024
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