Overview and One Pager

Get Help Live!

Set Up Your Email System (Agency Level)

Create a Sub - Account

Purchase a Phone Number

Lead Sources Introduction

Ads Manager (Facebook / Instagram)

Ads Manager (Google)

Workflows Introduction & Facebook Form Trigger

Forms and Funnels

TikTok Forms

Linkedin Forms

Webhooks

Nurture Introduction

Get Mobile App

Internal Notifications

Conversation AI

Pipelines for Organization

Recipes

Calendars for Appointments

Convert Introduction

Integrate Stripe (Sub-Account Level)

Documents & Products

Tap to Pay Mobile POS

Opportunity Outcomes

Evangelize and Reactivate

Reporting Introduction

Conversion API

CAPI Bonus!

Ad Manager Reporting (Facebook / Instagram)

Ad Manager Reporting (Google)

Pipeline Reporting & Custom Dashboards

Automated Report Generation

Case Study Introduction

Setup Call

Day 0: Test and Launch!

Update 1: CAPI Fix

Update 2: Initial Results and Response Tracking

Update 3: Campaign Rebuild and Appointment Setting

Update 4: Final Lead Count + Sales Strategy

Case Study Conclusion

Google Ads Case Study Introduction

Set Up Call

Update 1

Case Study Conclusion

Expand Section Introduction

Replicate Your System with Snapshots

Organic Leads

AI Employee Services

Reputation Management

Social Media Planning

Give Us Feedback

Wrap Up