What's going on guys and welcome back to another video. So this is going to be a long video series going over the client snapshots that we're going to provide you guys to install into your clients businesses to help them get more Google reviews, more referrals from those reviews, and more scheduled appointments for those businesses whether they come from their website, from the AI reactivation system or from paid ads. Now there's really going to be three parts to this training here. The first part is going to be us walking through two of the snapshots and it's going to make a lot more sense when I walk through those snapshots and what each use case is for each snapshot. Once we go over that you understand the two different snapshots and why we have two different snapshots for you guys for your clients. Again you're only going to be using one of the two depending on the energy you go after. Then we're going to go over the workflows in each one of the snapshots. You guys understand how all of these things work together synergetically to get your client the best result. And then from there I'm going to walk you through how to take the snapshot, essentially do a little bit of customization for your specific business and who are going to be providing it to. And then how to set this up for clients when you get new ones once you do some of the customization. So without further ado let's dive right in. The first thing I want to talk about are a walkthrough of the two separate snapshots that we have for you guys to use for your customers. Now one thing I want to do, you know, hot take, urgent, here at the top, there's two snapshots you're only going to use one of these snapshots again for your clients. Okay, and it's going to all depend on the industry, the nature going after. So the first snapshot I want to talk about is the start grow sell business booking snapshot for clients. Okay, this is used for any business where the customer is booking an appointment to come into the facility. Okay, so some examples are going to include a gym, a fitness studio, a chiropractor, a dentist, orthodontics, med spa, private tutoring, here's salon, neos salon, physical therapist, etc, etc, etc. Any appointment based facility you're going to use this snapshot for that facility. And the reason why that's important is because the verbiage inside of the workflows to get people to book an appointment are all tailored, okay, to book someone in to come into the facility for the service. Okay, the second snapshot that we have is going to be the start grow sell at home booking snapshot for clients. The use case for this snapshot is any business where the service is done at the home of the customer. So really just think home services, right? You're booking appointments for people to go out to your home to provide a service, okay? So the workflows and the messaging inside the snapshot is going to look different than if you're booking someone to come into the business like we went over in snapshot one there. So some example of this are going to be pest control companies, roofing companies, HFAC, solar installers, backup generator installers, landscaping and lawn care, pool cleaning, plumbing, electrical services, carpet cleaning, window cleaning, Haiti man services, gutter cleaning, home cleaning, etc, etc. Now one thing I do want to note for this is that for both of these different workflows, excuse me, for both of these different snapshots, there is an opportunity to do phone appointments. Now one thing I want to talk about phone appointments the reason why we don't recommend doing phone appointments for any industry that you're doing whether it's to book people to come into the business or to book the appointment at home is because it's not the best way to do it. We have actually tested this ourselves within gyms and we've also tested this with our business. Every time we add in a phone appointment before they come into the facility for the appointment or to go out to the home for the service you're adding in more friction. When you add in more friction you're going to have a lot more drop off within your funnel which means you're not going to get as many appointments to show which means the customer is not going to get as many appointments to sell. Okay which is going to hurt your results and ultimately hurt your attention, your lifetime value and how much you make from the client overall. And more importantly how much they make from you. So phone appointments don't recommend it. First snapshot you're booking it to go into the business. Second snapshot you're booking for them to go out to the home to do a quote to do a sales consultation to sell them in the service. Okay. Now to have a you know to go on this a little bit more and this is a this going to make a lot more sense when I walk through some of the snapshots here if your customers want to have a phone call before the appointment whether it's at the business or at the home. What they can do is you can book the appointment for the customer the prospect to go into the business or for them to go to the home and they can do a simple phone call to the person conducting the 15 minute call that they do that's already their business. Okay. Again I don't recommend booking them in for a phone call or booking them in either the business or the home and if they want to have a call before they had the appointment they can or absolutely do that. And again the reason why we don't want to do that is because it's adding more friction we're just going to affect your results. Okay. So those are the two snapshots and those are kind of the end goal with the two snapshots. Now let's take a look at the workflows in both of these snapshots. Here the first thing I'm going to do is I'm going to actually walk through the workflows in the first snapshot here and then I will go through the second snapshot and they're very very similar. Okay. They're really the exact same. The only difference in the second snapshot compared to the first one is the verbiage. Okay. Again we're booking someone to come out to their home instead of going to the business here. So if I go to the snapshot here I have the start grow cell business booking snapshot for clients. Again this snapshot can be used for any business, local based business that you're booking in an appointment to the facility. Okay. So the first thing I want to talk about is going to be the dashboard. Okay. The dashboard here as you can see is going to display all of your results for your client. This is very important that you have a nice dashboard for your client so they can see how your campaigns are doing and ultimately how much business you're bringing them and the value of providing their company. So we have this broken down into five different sections. The first section is marking results. So all these marking results are from generating appointments and leads from paid advertising. Reactivation results are all specific to generating leads and appointments from reactivation. Google reviews are all specific to how many Google reviews you're getting the customer and how many replies you're getting from your initial message which we're going to walk through the workflow which will make a lot more sense. Referrals is how many referrals you're getting from your Google reviews from the top of the funnel all the way to the bottom of the funnel and then the last front leads, website leads is how many website leads are they're getting, how many are scheduling, how many are getting to show, etc. So we have a broken down into five different sections here so they can see if you're offering all these things they can see how each section is doing for their business. Okay. Which is important to understand because we're going to be reviewing the automation and then I'm going to show you how this ties into the dashboard at the end of the day. So let's take a look at the automations here in first and foremost let's take a look at the ads workflow. Okay. So the ads workflow folder here consists of predominantly workflows and automations that are going to be specific for when you're running ads. So when you're running paid advertising on Facebook, Instagram, you're generating leads for your clients these are going to be workflows that we're going to be building out to get people to book an appointment if they don't book on the funnel. It's a confirm appointment if they book on the funnel to then remind you of their appointment if you book an appointment for them. Okay. We're also going to have some workflows in this folder here that are going to be kind of a mix between a bunch of the different other campaign are going to be running. So for example, some reactivation workflows, some review and referral workflows and also some website workflows. And that's going to make a lot more sense when I dive into each one of these workflows. So you guys really understand what they are and how they function here. Let's go ahead and dive right into the first workflow here which is the new ad lead a dash form submission. This workflow, if I press on it, you're going to see that there's an objective at the top here. The objective of this workflow is essentially to get leads that we get from Facebook or Instagram to a book an appointment. Okay. Now this campaign in workflow only works if they don't already book through the funnel. So if you're not familiar how paid advertising works, the way it works is when you run ads for a business, you're going to have an ad that is going to be displayed in a certain radius for the business. Okay. People are going to see that ad, they're going to see that off from that ad and they're going to be interested in that ad. So what they're going to do is they're going to click on that ad. Now from the ad, the next thing that person is going to see is a is a page called the lead form. Okay. All this is is a is a a little form on Facebook that gives the prospect an opportunity to fill out their information. Okay. So once they fill out their information, then what's going to happen is they're going to go to a thank you page on Facebook. We call this the thank you page lead form. This page right here is basically going to say, hey, thanks for submitting your information. You have one more step. Click the link below to schedule an appointment to come in to redeem this offer. Okay. Then from there, they're going to click the link and they're going to go to a page. You're going to build out on your account for your client from the book and appointment to come in for the offer. Now it's important to understand that when you're doing any type of marketing, like I mentioned with the phone appointment, every step of the funnel that you have for the prospect, you're going to have drop off. So for example, you might have 100 lead, 100 people that click on your ad, but you're not going to have all 100 people actually submit their information. Your opt-in rate might be anywhere from 10 to 30% of the people who click your ad. 30% being very high, 10 being a little low with your opt-in. Okay. Now from the people that actually submit their information, you did might only have 35 to 65% of those people actually book an appointment on the funnel. And so what this workflow here is made for is we want to make sure that if someone submits their information and doesn't book an appointment on the funnel for Facebook, that we have a workflow and an automation built out to follow up with these people to get them to book an to book an appointment. We found after doing this, after having hundreds of thousands of conversations with our client's leads and also looking into some of the most influential, you know, research studies in the entire world, Harvard did a review and they found that essentially you're 400% less likely to get a lead to book an appointment if you reach out to them after five minutes of them opting in, 400% less likely, which is a massive metric. And that's if you don't reach out to them within five minutes of them opting in to any type of marketing funnel. One hundred percent of the time with our clients, I can pretty much guarantee that they're not falling with their leads within five minutes, which makes it a very easy different chair and also a selling point to get these people into the program. But most importantly, having this workflow in here, which I want to walk you through in a second drastically helps booking more appointments because we're going to guarantee to follow up with all the leads that we generate from our clients Facebook campaigns within five minutes if, again, they don't book through the advertising funnel here. So before I go through this workflow, let me walk you through the sites here and the sites all this simply is just like the funnels have been up for our clients. We have an ad funnel we built out for our clients that's pre-made. And so again, if we're running ads for our clients on Facebook, we have the ad on the Facebook that we make. They click the ad, they go to a lead form on Facebook, they've been filled in information out, they then go to the thank you page that directs them to this schedule page to book an appointment. Okay, so this is the page for them to go ahead and book an appointment that we've already built out. That's the calendar and the, you know, the sub account that you'll be using for your customer. Again, if they don't book this appointment on here, then they're going to get, we're going to add them into this campaign. This workflow here called the new Adelaide Forms submission and then it's going to do its thing. So the trigger for this automation here is if someone fills out the form, the Facebook form, right, as a lead. Okay, that is the trigger. Now, we have this as a form within high level because our company sometimes runs, we call a conversion campaign, which you're not going to be running because you have to have a lot of back-and-tracking, which requires a lot more funds to do. The majority of the campaigns who run for our clients are lead form. And so what we would do is when we were running ads for our clients, we would actually delete this trigger here. We would add a new trigger. This would be called the Facebook lead form submitted. Okay, so you have a Facebook lead form submitted. You choose a client's page and then you choose the form. Okay, but that's going to be the trigger. Okay, so once someone fills out that form for your your customer you're running ads for, the following actions are going to happen here. Okay, so we're going to add a tag for the prospect called new Ad lead. The reason why we add this tag here is because this is going to be used for tracking on the dashboard. As you guys meant, as I showed you on the dashboard, there's five different sections that we have on the dashboard, one of the being marketing results. This is how we're going to be able to track all of our marketing results on the dashboard for our clients so they can see the top of the funnel all the way down to the end of the funnel in how we're performing for the customer. Okay, so I was going to tell us, okay, we got a new Ad lead. I'm going to put one on the dashboard for this person that just submitted their information as a lead. Now from there, there's going to be condition. So we're going to look with this contact that we just generated a lead for for the customer and we're going to say, look, have they booked an appointment or have they not booked an appointment? If they already have an appointment booked, there's no reason to try to get them to book another appointment. And so if that's the case, the workflow is going to end. Now, the majority of the time, this is not the case, but it does happen sometimes. If they have a booked appointment, then we're going to put them down this route here, this branch of the workflow to essentially get them to book an appointment. So the first thing we're going to do is we're going to remove them, this particular contact from all of the workflows except this one. We want to make sure if this prospect for some odd reason is already in another workflow that they get removed from those other workflows to ensure that they're not getting messages from other workflows that are going to contradict the workflow that they're currently in. That's going to then, it's going to mess up the cadence for them and also not going to make sense right if they're getting messages to book an appointment from an ad they signed up for and then messages from something else in the account at the same time. So we're going to make sure you remove all the workflows besides this current workflow and the same thing. We're going to remove all the tags besides the new Adley tag again for tracking purposes. Okay. So we can track specific, okay, we're getting this lead came from from an ad and we're going to track that on the dashboard. Okay. The next thing that we're going to do is we're going to create an opportunity within the sales pipeline. Okay. So your clients are going to get access to what we call and the opportunity section. The opportunity section is essentially a section, you're going to need your clients access to so they can see where the leads are at within their sales pipeline. From the very top of the funnel all the way to the bottom of the funnel which is a new sale. Okay. And so this pipeline is also going to be used as a way for us along with the tagging to track our client results. Okay. So if I go to this real quicks you understand this, if I go to opportunities, this is where all your leads are going to be funneling into right. So when you generate a new lead for an ad they're going to go here when they book an appointment they're going to appointment booked. When the appointment completes and they don't make a sale it's going to go to appointment complete with them updating that for you. Same with the thing with the sale. If they make a sale they're going to update it as a sale. If the person no shows right the client's going to update that so you know they're then they're going to get automatically moved to no show. If they cancel or they cancel they're going to add it to the appointment cancel etc etc. This shows them every step of the funnel from lead all the way to sale. Top funnel all the way to bottom funnel and then also we're going to grab this information you know from this this pipeline here to then track this on the dashboards so that again your client can see how the campaigns are doing. But long story short when we get a new lead we're going to add that specific contact as a new lead okay in the pipeline stage. The sales pipeline lead is going to be our pipeline stage and then we're going to allow them to move to any previous stage in the pipeline because what happens is you might get a lead then they might book an appointment then they might go to appointment canceled right then you might read book them so when you read book them they're going to go back to appointment booked etc etc but this is going to make sense once I go through all the workflows here so you can see how this really works all together okay then we're going to wait 3.6 minutes so we give the prospect 3.6 minutes to book an appointment automatically on that funnel remember so they opt in from the ad campaign they have three basically three and a half minutes to book an appointment on that scheduling page that I just showed you. Now if they don't book within 3.6 minutes then we're going to text them again within five minutes so we can be on top of them it increase our chances of booking an appointment because that is our goal we're trying to get we're trying to drive sales opportunities in the door for customers to make more sales and make more money so as a 3.6 minutes they're going to get this first text message and again all of these future text messages in this workflow are to do one job it is to book the appointment for the prospect so first name thanks for showing interest in our custom values ad offer at custom value location name what time works best for you to come by to claim it custom values coach name so as you can see that we have some things called custom values custom values are essentially little values that we can preset a certain value to where once we preset a value to it's going to take that information it's going to put it in all of the text messages or any of the communication that we have any of the workflows so we don't have to manually put it in each one of the messages that we have because there's a lot of messages with all these workflows that we have here okay so very simple text message is the whole goal is to try to get this person to book an appointment to come in to get the offer they just opted in for okay now if they do not book the appointment after this message here we're going to wait till the next day at 845 and as you can see here we have a four hour wait window the reason why this is four hours is because if we make it 12 hours or 24 hours what could happen is you could potentially have the possibility of that contact not getting text the next day but basically two days after so what this means here is if someone opts in let's say on Tuesday at 1 o'clock like it is right now what's going to happen is basically at 1 0 3 and a half they're going to get this first text message they don't book an appointment then what's going to happen is we're going to wait four hours so from four hours of 1 0 3 is going to be about 5 0 3 okay so we're going to wait four hours it's going to send then it's going to send the message at exactly 845 the next day okay so resume that 845 that's how we can guarantee that the text messages go basically day after day this campaign to get that prospect of book and also to be persistence in that manner we also found that you we don't want to be sending the person like 12 messages the first day and these would be you know cadence out day after day after day okay so the next message goes out the next day at 845 it's very simple hey just check it in again to see if you're still interested in this offer if not totally cool do you still want to come by to claim it then again we're going to wait to the next day four hours just want to let you know I reserve one of the last vouchers for our at location name this today or tomorrow this afternoon or evening we're better for you to come by to claim it again we're going to wait the next day till 10 I still want to grab the voucher for our offer let me know we have a few vouchers left for it we're going to wait to the next day at 6 p.m. hey you mentioned you want to know voucher for that's the reason why I'm reaching out is this true just true let me know we're going to wait again to the next day at 10 30 I can't know for sure I'm going to go on a limb and say that you've lost all interest in your voucher they were going to wait like almost 30 seconds later or just say or 15 seconds later either way else dot bugging you if you ever want to check us out you know to find me all the best okay so this is just kind of like a ending message here to get some type of response from the prospect if we haven't already but that is the workflow overall okay and the goal is to book that person in for an appointment if they haven't already booked an appointment from the funnel now if I go to the settings here this is very important to understand so we have three really important workflow settings at the contact level and then one at the communication level and so really in all these different workflows the contact settings here are really going to be the exact same and the communication is going to vary depending on the workflow here so let me explain what these are so you guys have an idea the first one here is allow reentry okay so we have this toggled on for this workflow and really in all the other workflows the reason why we had this turned on because what this is going to allow us to do it's going to allow us to allow the same contact to re-enter into this exact workflow the reason why this is important for this specific workflow is because if someone submits their information as a Facebook lead in January and you're running ads for the customer in May and June July and they didn't convert as a client at the initial conversation in January but they see the ad again in June and they opt in again we want to make sure that this workflow is going to perform just like it did back in the day for this prospect here now if I had this turned off and the person submits their information as a lead that it would not continue this this contact in this workflow to get the lead to book and appointment okay the second thing here is allowing multiple opportunities we have this turned off the reason why we have this turned off is because we want to make sure that we only have one contact in the opportunities per contact okay so if that person were to at you know basically submit their information again in this workflow for a second time and this was turned on we would now have two opportunities in the sales pipeline which same would reflect on the dashboard as two as two contacts right which would be basically doubling the results for a client when it's the same contact and the last not least is stop and response this one is very straightforward essentially if the person responds back to a message within this workflow then the workflow stops we had this turned off because what's going to happen is in the nurturing sequence that you have people might respond back to the message but they might not book an appointment and so we don't want to remove them from this workflow if that's the case because if that's the case then we're not doing our job but following up that lead you get into book okay so just because they respond doesn't mean they're going to book an appointment immediately and if they don't book an appointment that day they respond we want to make sure that the next message in the workflow goes out so we can follow up back over that person to book an appointment for them and then down here is the communication settings so we have this turned on for specific workflows not for all workflows but for specific workflows now as you can see here the contact settings are the same and all the other workflows as I've mentioned the communication is not this is basically a specific window for when the workflow will we want this workflow will fire because we're running ads for the customer this person might see an ad at two three four him in the middle of night right and so if that's the case I don't want this person to get a text message three point six minutes after they opt-in okay if they opt-in during those times the night because the business is not open okay because we want to make sure that these messages sound like they're coming from a person as it drastically helps the booking percentage and the show percentage and so we're going to restrict this workflow from sending out any of the actions basically from 10 p.m. all the way to 7 a.m. at night so if someone opts in from 7 to 10 a.m. right it's going to execute this workflow if they opt-in at 1030 well then the workflow is not going to get executed on 7 a.m. until the next day right so that first message will then go out three point six minutes after the 7 a.m. time frame okay which is very very important in a Facebook ad campaign there but that is the first workflow that we're going to go over so you guys understand that now the second workflow is going to be another workflow here specific to advertising which is the new ad lead appointment confirmation okay so essentially what this workflow is the campaign objective is to send the lead a confirmation text right after they book on the funnel from a Facebook ad in effort to increase the show percentage okay so this is the this workflow is only going to perform if the customer books an appointment on the funnel themselves on that calendar page okay this is not going to execute if you book the person manually through a conversation when you're nurturing the book an appointment through the Facebook form submission workflow this is only if they book an appointment on the calendar themselves here as you can see the trigger states exactly this right the customer booked on the calendar and they also have the new ad lead tag okay again we're going to move all the all the tags besides the new ad lead we're going to add the appointment book tag this is going to be for tracking purposes if you want to pull this up in the contact session and then we're going to send them a confirmation text confirming their appointment hey first name this is custom values coach name with custom value location name I can't wait to meet you on appointment start time time zone our address is this would you like me to add a plus one so you can bring a friend or family member okay so that is the confirmation the settings are very similar besides again the communications on in there we don't have this set to a specific time so this will go out whenever for the person we have the allow reentry on allow multiple opportunities and stuff in response allow allow reentry in case they opt back into book an appointment allow multiple opportunities off so we're not tracking double and then stop on response is also off because we do not want this campaign to end when someone responds back okay the third workflow we have here is going to be the new ad lead appointment reminder workflow here so the campaign objective for this workflow is to remind the ad leads at book an appointment of their appointment to increase the show percentage okay and there's a couple other objection here is to we want to make sure we notify the customer of the appointment which is going to drastically increase the value that you are communicating to them and we're going to do some other cool things as well for tracking purposes but the trigger here is when someone books on the calendar okay with the new ad lead tag it's very important because we do not want to add other people in this workflow if they don't have the new ad lead tag okay so we're booking on the calendar the appointment status is confirmed this is auto confirmed on the calendar which we already have set that up for you guys but the appointment status is confirmed with the tag okay so our booking appointment this can be from them booking themselves on the funnel or us booking them in a conversation in the conversation text through nurturing okay we're going to remove them from all of the other workflows besides the confirmation workflow and the reminding workflow okay we're going to move all the tags besides the new ad lead tag we're going to add the appointment book tag for tracking purposes if you want to look that up in the contact section we're then going to automatically move that person that was a lead in the sales pipeline opportunity now to an appointment book this this is done automatically okay we're then going to notify the client okay through email of the appointment we've booked them so double win Facebook lead sign up and add scheduled first name okay so this is going to come from your agency name so we're going to put this in the custom values which I'll show you here in a little bit support the from email is going to be your agency email notification you'll put this in as well manually because there's a lot of other notifications that we have throughout these workflows and again it's going to be a pain if you have to go in each workflow and update this yourself so this will just grab that information and plug it into all these different actions here that we have this custom value in and then to the custom email that's going to be the email you put in the custom values that your client wants to get notified to and then last here custom via agency name again it's your agency name that we'll put in the custom value section okay then we're going to have a series of reminder text messages that go out to this lead to remind them of their appointment again to increase the show percentage so we're going to have one goes out two days before 24 hours before one hour before in 15 minutes before okay and they're all very standardized messages here so hey first name it's custom value coach name custom value coach name all this is the person's going to be taking the appointment at the facility from again custom values location name just a fairly reminder of your appointment at custom value address is in two days at time looking for a scene then then we're going to wait 24 hours right so we wait 24 one day before we wait two days before then we you know one day before 24 our message hey first name it's custom values name from location name squander mind you that we have an appointment tomorrow at x excited to meet you see then then we have one day before or one hour before excuse me hey first name it's custom value name from location name your appointment isn't just one short hour we're currently pulling everything together for you in case you forgot we're located here's our address see you soon then we have a 15 minute message that's astronomical a huge to let the client know when the person's there but also to get more commitment from the prospect of their appointment so also text me here as you're walking inside I would really help this is really helped our campaigns this also helps us track our client results if they are not updating the appointments as they should which we'll talk about a second here okay now after 15 minute happen okay so basically the time of their appointment we're going to add them to a workflow called the past appointments workflow and this action is going to be in all of the reminder workflows that we have for the reactivation for referrals and also website leads essentially what this workflow is here guys is when your appointment happens we're going to add this to add them to this workflow in this workflow is set to notify your client to update the appointment it's very important that the client updates the appointment and basically the end result of the appointment did the prospect show did they complete their appointment but not get sold did they sell the person okay they need to update that in the system so that you can know how the appointments are going and you can accurately have the information on the dashboard be correct without them note updating this information you're not going to have the appointments go and so we train all of our customers how to do this on the onboarding call and it's very straightforward all they have to do is move the opportunity card from appointment booked to either appointment no show to either appointment complete to complete or to um sold and if it's sold we actually update the opportunity value within that opportunity card for the prospect to how much they sold that person for on a contract okay so if I go to the that workflow there it's called past appointments here as you're going to be able to see there's no trigger added because this is added at the end of all their minor campaigns and then we notify the client two hours after the appointment basically saying hey look you know status update required it's been two hours appointment on has occurred and has not been marked as a show or no show please update the status the appointment right away so our system knows if they need to work for your schedule or not and then we have many other reminders throughout this you know we have one 12 hours after 24 hours after 40 hours 72 hours in one week with very similar messaging there but it drastically helps to keep your clients accountable to mark through the appointment so that we can correctly see the dashboard and in the value of our business there okay now if I go back to point reminders we go to settings it's the same thing again allow ranchery we want to make sure that if I book somebody and reschedule them okay so I book them initially they get out of this reminder campaign they then no show and I reschedule them that they get added back to this this workflow here right so we can remind them of their appointment opportunities are off so for tracking purposes and then stop in response also off because if we're reminding them of their appointment in the 24 hours out and they're like yeah I'm looking forward to it we do not want to remove them from the workflow right we want to make sure that the other actions are going to perform to get our client the best result okay moving on so the fourth workflow here is the new ad lead web lead reactivation referral canceled nurturing sequence so we're going to be going through the other workflows here for reactivation for Google Review and referrals and also the website lead nurturing and you're going to notice that the title of this workflow is for really all four of those things and the reason why it's for all four of these things is because the verbiage for the canceled for the no show the future follow-up is very very fixed and finite okay it can be applied for any type of appointment that we book our client okay which is why we just basically can pile them into ones that we don't have to have a canceled or no show a future follow-up for all each campaign type for reactivation for review and then for the website lead okay also the reason why we have specific appointment confirmation reminders and nurturing for each section is for tracking purposes but also because the verbiage potentially might be different if the offers are different between each campaign right you're not going to have potentially the same offer as on a reactivation as you are ads you're not going to might have the same referral offer as you do ads and reactivation you might not also have the same offer on their website as you do as review as referral ads and reactivation which is why we have those separate there but for the cancel no show and future follow-up these are very universal and simple and we actually leave the offer out because the whole goal is to get these people that booked employment to reschedule but let's take a look at the canceled nurturing sequence so the objective of this campaign is very simple someone cancels an appointment or goals to get this person to reschedule okay and this is going to be for the ad campaign for the referral campaign for the web lead campaigns and for the reactivation lead campaign there's no trigger here because the actions are triggered for the employment status workflow which is kind of like the brain of this whole operation which we'll talk about here in a little bit and so the first action we're going to do is we're going to move them from again all of the workflows besides this current one we're thinking to know if our client immediately that hey someone's canceled this appointment so they know ahead of time right when that happens so they can prepare for it or either book someone else to come in for that time we're then going to wait until the next day at 9.15 okay and all of these messages here are just simply to try to get this person to reschedule first message hey contact first name so you had a cancel no worries hope everything's okay what time the next few days is best for you we're then going to wait till the next day at 10.15 in case you missed my message above I have more times if you want to grab a spot what time the next few days is best for you then we're going to wait until the next day at 11.15 SMS 3 is going to go out bumping this up in case you missed it what time the next few days is best for you to come by then our final message here two days later at 9.15 hey first name I haven't heard from you yet hope everything is okay does it make sense to reschedule or have you decided to go in a different direction let me know okay so again all these are tailored to reschedule that person back in for the appointment now the settings are going to be the exact same thing again we're going to allow reentry some of my cancel multiple times and if they do we want to make sure they get added in this campaign for every time they cancel no multiple opportunities for tracking purposes and then stop on response again for if they respond back we do not want to take them out of the campaign we only want to take them out of the campaign if they rebook an appointment which is going to occur in that reminder campaign there workflow okay perfect now let's go down the no show very very similar workflow this is just if someone no shows their appointment the whole goal is the customer is going to update this on their behalf of the no show in the opportunity section so again they're going to drag that opportunity card to no show and in the entire goal is to reach out to this person as quickly as possible to get them to reschedule okay and this is going to be again for any appointments we're booking for from ads from their website from reactivation or from a referral if they generate from a review so again just like the cancellation will remove them from all the workflows except the current one again if they're in other workflows like maybe a reminder campaign etc etc we're not messaging them a contradictory hearing text messages that are not in sync with each other right that might confuse a prospect it ultimately might deter the results that we want to get them the first message to go that immediately very simple hey first name I missed you at your appointment I hope everything's okay what time the next few days is best for you very simple message and then we wait to the next day at 1015 hey first name just in case you forgot to reschedule no worries are you free to come by in the next few days then we're going to wait to the next day at 1115 hey first name I hope everything's okay do you want to reschedule a time to stop by this week I can make it quick what time the next few days works best for you and then we're going to have one final message here the next day 945 hey first name haven't heard from you yet hope everything is okay does it make sense to reschedule or have you decided to go in a different direction let me know okay so four different messages here for the prospect to get them to reschedule if they no showed okay now if you look here in the settings we have the same settings for contact as I've previously mentioned allow re-insure you if they will no show multiple times allow multiple opportunities we don't want to have on for tracking purposes and then stop on response if they reply doesn't necessarily mean they reschedule so we don't want to take them out of the workflow we have the communication specific time turned on here okay from and it only is going to trigger that first message if it's from not 7 a.m to 10 p.m right because once you once they update as a no show it's automatically going to add in here and they're going to get that first message immediately and so we want to make sure in all the other messages right are going out between that time frame from 7 to 10 p.m so it's really just that first mess we're concerned about the reason why we have to turn it on is because some clients we've experienced in the past they will update all of their no shows at a specific time of the day that specific time of the day might be 5 a.m. in the morning and so if that's the case we do not want our clients leaves to get notified at 5 a.m. in the morning because again they're not open during those times and it's not going to make sense and really help our clients get the best result and so we have a specific time here on this workflow so that if they press no show from 10 p.m. to 7 a.m. at night they're not going to get that first message until 7 a.m. the next day for the prospect okay so again that's just used as a way to ensure that our clients are texting their leads when they're open and not during crazy hours of the day to make it look realistic for the prospect here okay now let's move on to workflow 5 here which is going to be a future follow-up message which is really really cool workflow that I'm excited to share with you guys it's actually really helped us get more bookings for our clients to help them make more money but this is going to be a workflow that we built out where essentially you know I have a lead nurturing training that you guys need to watch but one of the most important parts of nurturing your customers leads and also the leads you generate for your business is when you book them okay this has been tested tried and true many many times throughout our 10 year at G members now nurturing hundreds of thousands of leads for our customers and really what we found is that the further out you book somebody in front appointment okay the less likely they are to show and the reason why that is because it becomes less and less relevant for the prospect as opposed to booking that person as soon as possible right where the need is at an all-time high with the prospect the chance of them showing her much higher okay and so we have a preset window on the calendar for our customers and also us that we can only book appointments within a five day range five days is a lot of time okay ideally wound up we want to book someone who may like show interest in an offer that same day the next day at worst the day after surely two days now we have five days because we do understand sometimes people are out of town where they can't make it within that two day window but we always try to push for that you know as soon as possible and so what this workflow is made here for is that if someone's out of town they're on vacation they're at a work conference and they can't come in within that five day window well we don't want to lose that prospect okay that showed interest that we paid money for on Facebook or that we reached out to on reactivation we got from her or or we got from their website and her treat them we don't want to waste that prospect and not book them in the five day window if they can't make it within five day window what we want to do is we want to make sure we can follow up with that person when they're back from their trip or they can come back into the facility and so this is what this workflow here is made to do basically what you're going to do is there's no trigger needed in this workflow because what you're going to do is you're going to add this person this prospect to this workflow on the day that they tell you to reach back out to them okay so this could be they opt in September 9th we're talking in and back and forth on conversation they say look I'm not going to get back into the 17th reach out to me on the 18th so what I would do is I would remove them from all the workflows that they're in and then I would add them okay as a I would add them is in this workflow on the 18th and so what that's going to do it's going to reach out to them on the 18th with this message here and say hey first name it's customized coach name with location again from our previous conversation now is a better time to get you in what time to the air tomorrow we're especially to come by okay this is a fantastic message to squeeze the juice out of all the leads you're doing your client because you're going to have a few that are not able to book in that five day window and we want to make sure we can max to maximize that on their clients to get them more bookings more shows and more sales now if they don't book an appointment we're going to wait till the next day at 1015 hey first name bumping this up are the mornings or evenings typically better for you and then last but at least the last message here hey contact first name does it make sense a schedule time to come by or have you decided to go to different direction let me know okay settings same as all the other workflows we want to make sure we can enter in the same person multiple times okay um if they keep expanding that time frame out allow multiple opportunities we don't want to have that on stop and response we don't have that on just in case we respond then on booking appointment okay now let's move on to the appointment status update so this is going to be for all of the work all the campaigns here new ad leads web leads reactivation referral etc this is a this is like the brain of the entire workflows here this is how everything is really connected based on the status of the prospects appointment here okay so overall if I go up here the objective of this workflow is based on the status of the leads appointment this automation is going to update the leads specific appointment status it's going to add tags if needed it's going to add them into specific workflows if needed and it's going to add them automatically into the specific pipeline stage of the opportunity section so what this does here is is if they have to get added to a workflow okay to get into reschedule it's going to help them to get these leads at book to appointment three schedule like a cancellation a no show it's going to help tracking purposes on the dashboard automatically so you're not having to do this it's going to take someone that books an appointment from the lead stage right to the book deployment stage it's going to take someone that cancel their appointment from the book deployment to the cancellation stage of the pipeline etc etc etc which I'll walk through in a second which is invaluable for you and also the business owners you don't have to mainly do this here so as you can see we have quite a few triggers here and really all these triggers are going to be for any type of possible appointment status update that occurs okay after a new lead so you think about book appointment no show cancelled show in sale okay for all of those different types of appointment statuses for the prospect so we first when we have here is the customer booked in appointment okay so if I click on this one here the customer booked an appointment in the booking calendar so this would be booked here here's the conditions the customer booked an appointment what we want to do is we'll first go through cancellation here so the cancellation branch here let's go through that the workflow trigger as you guys can see is the appointment status changes to cancel or the pipeline stage changes to cancel so again when you're having your customers when you're training them on how they work the system when you get a lead it's going to automatically pop up the new lead section from the Facebook form submission workflow then when you update when you book the appointment and the reminder that's automatically remove them to the appointment book and also you know if they the customer booked the appointment through the funnel it's going to automatically update them as you can see here to the appointment stage right now when someone can't get an appointment they're going to update that in the opportunity section as a cancelled appointment and so what's going to happen it's going to trigger this workflow here to do the following things for the cancellation prospect in specifics okay so we're going to update the appointment status as cancelled we're going to remove them from all of the workflows besides this one here in the cancellation because we want to make sure that they're going to be a reality of that we're going to add them to a tag of cancel appointment we're going to update them to the cancelled appointment sales opportunity stage and the reason why we do this is because as you can see there's two different ways to get added into this branch here we either move them pipeline to cancelled or we change the appointment status to cancelled so if they change the appointment status to cancel we still want to make sure that they get moved to the cancellation pipeline stage last or at least we're going to automatically add them into the cancelled nurturing sequence that we just went through okay to get them to reschedule appointment now if someone no shows their appointment which we have right here there's two ways to get added into this branch here as you can see number one is someone updates the appointment status on the calendar as a no show or we update their appointment status in the opportunity section as a no show appointment no show okay so again we train over clients update the opportunity section because it's the most easy way to do it but when that happens here the the correct actions that are going to occur so we're going to update the appointment status as no show if we move them to the pipeline stage we're going to move them from all the workflows besides this one and the appointment status on the no show we're going to add the tag no show and then we're going to update the sales pipeline here as appointment no show as well okay that's if they update the calendar as no show or we update the the calendar as no show if we see the prospect not show for some odd reason and then we're going to add them to the no show nurturing sequence they get in the rebook okay that's done all automatically so the thing that triggers that is you just you know the client either updates the appointment status no show which they shouldn't they should be doing the opportunities but if they do we have a safeguard or they just update the opportunities no show then all those things are going to automatically happen for you and again this is going to help you getting people reschedule or for tracking purposes now if someone shows okay so if someone shows as we can see the appointment status is showed or the pipeline stage is showed so they just want to work on a half we're going to update the appointment status showed and they're going to move them from the past appointment workflow because we know if they showed the appointments already occurred and that means the client has updated the appointment within the system because we're not going to know if they show or not right the only the the clients going to know that now if they book an appointment automatically through the funnel right then we're going to remove the canceled and no show tag we're going to remove them okay from the past appointment because that means that they they update the appointment and then we're going to we're going to put them into the appointment booked stage okay and that's also used for like if they reschedule as well right we want to make sure we get them removed from the past appointments a workflow there now if we mark them as a sold in the opportunity pipeline here okay then we're going to update the appointment status as showed we're going to update the sales pipeline as sold and they're going to move them from the past appointments as well okay now one thing to note here is for the show and sold it's very very important there is actually another trigger within the Google review process we have a workflow built out to ask people for reviews after they show up for an appointment or they get sold and so this action here when we mark them as a show or sold we update the appointment status as showed actually triggers the workflow 2.1 appointment showed review requests replied to ask that person for review okay which we will talk about here in a little bit once we get the Google review portion but it is kind of cool to see you know some of these things obviously interconnect and also make things a little more simple and easy but that is the appointment status updates again it's like the brain of this entire operation again the contact here allowed ranchery we want to make sure we can have multiple people enter this workflow because they might be canceling the show they might be you know getting sold etc a lot more opportunities we have that off from tracking purposes and stopping our response as well off because if they respond there's nothing nothing to respond to in that workflow but if you respond I want to make sure they still stay in that workflow okay five minute response needed so the entire goal of this workflow here is to basically keep your lead nurturing team responsible to reply back to messages within five minutes because of the staff that we that I've already told you guys about right Harvard University essentially if you don't contact me within five minutes of them opting in from an ad or read them reaching out again you are four hundred percent less likely to get in contact with me either get in the book we schedule show etc okay so this workflow is used to notify your business if you have a specific location you're working with with a specific contact and they're not responding back to them within five minutes here so it's a looping action every time someone replies in this specific workflow okay this specific account that you're going to have with your client without the review requested tag we want to make sure we have this tag removed here because you guys are going to make more sense in the review section but when we request reviews from clients we automatically add the review requested tag and there's going to be no responding to Google reviews right Google review is a hundred percent automation without any responses needed okay so we want to make sure that we only are counting for the contacts and prospects that do not have this tag okay we're going to wait five minutes this can be a five minute window now what's going to happen is we're going to have a connection here so the contact does not respond we're going to notify you our agency okay so we're going to send this email to your internal email notifications the email that you want to be notified on and we're basically going to say look respond immediately this location and this name has not responded to within five minutes here's what they said respond to them right now okay now if none of these are met so if they respond back to them then we're going to remove them from this workflow which is very very straightforward and and simple and then again the settings a lot of ranchery we want to make sure that the same contact right can be re-interested that again because every time I reply I want that I want to make sure that prospect gets entered back into that workflow multiple times allow multiple opportunities off stop response turned off as well okay all right so dnd this is kind of a safe this kind of like a safety net for your account here but essentially what this is is when someone replies back something along the lines of like not stop so maybe they say do not contact stop harassing stop texting we want to make sure that we remove this contact from texting within the system now if you're using lead connector and someone says stop they're automatically get removed and add it as dnd within texting this is kind of as a safety net okay also the trigger is it the lure if the lead nurturing team adds them as a dnd this will also trigger this workflow to then again enable them dnd and then update the sales pipeline as dnd as well okay settings again allow ranchery more allow multiple opportunities off stop response off as well okay alert user this is a very very cool workflow here this really helps your customers especially if they're very very busy on a day to day basis but essentially what this is guys is to alert a client when we need assistance on our response given to a specific lead sometimes what happens we're nurturing our clients leads they talk about a past experience or a specific billing question that we've already handled two times and we at that point really can't know what to say to the prospect without potentially losing the prospect which is not what we want to do so what this is used for is if we don't have a respond we basically add the tag called alert user and then we notify the client that we need help right with this specific contact so this link is going to pull up verbatim the location that the conversations happen in and also the contact that we're having it with we're also going to notify our agencies so that we can keep our lead nurturing team accountable to not just put alert user for every single contact that they're having a conversation with okay this should be used very very minimally but when done correctly it is so freaking powerful because it gets your clients a better result number one number two it keeps your team accountable to ensure that they're only using it when it necessarily when it absolutely can be used and then last but not least we removed the tag alert users so that we can re add it back again if we need help responding to the specific contact here again allow reentry on we want to make sure we can add this person into the workflow multiple times allow multiple opportunities off and then stop my response also turned off the second of last workflow here is called the lead assistant alert again this is going to be used for new ad leads web leads reactivation referral leads etc this is going to be used as a workflow when someone is at the client's facility okay you've booked an appointment they've showed up and they're like man I'm at the door but it's locked this is used to basically alert your client to let them know that they are at the door and they need to get to the door immediately so they do not lose a sales opportunity this again keeps your clients accountable to ensure that they are not wasting leads that they are paying for not only the agency but also potentially on ads to help them grow their business okay so the trigger is simple we add the tag lead assistant alert and then we notify the client on text because it's urgent that the leads at the door and they need assistance immediately okay settings again the same thing allow louder entry allow multiple opportunities top on response okay last one we already gone through is the past due appointments again this gets added after at the end of every reminder campaign the entire goal of this is to ensure that we remind the customer to update the appointment whether they showed no showed or sold so that we can know how their account is doing and the dashboard is accurate as well at the end of the day okay so let's go to the dashboard now that we understand all the workflows let's go to the dashboard and specifically just review the marketing results dashboard here because that directly ties into exactly what we just went through for you guys here so we have leads scheduled a mark deployments cancelled no show showed sold in total contract value okay so literally we have everything from the top of the funnel all the way down to the end of the funnel here the lead section okay lead section very straightforward this is tracking how many leads you have generated the business in specific to marketing results the way that we track this and make this unique is we say look the configurations to be count of contact with the conditions that the tag is one of new ad lead I know when the tag is new ad lead that that is a Facebook lead because the only way for me to add the new ad tag lead is through the Facebook form submission automation right if I go to the automation here form submission the tag gets added new ad lead right so I know if it has that then that's the only way the only way that gets added is if it's a Facebook lead okay now when they book an appointment we're gonna add the conditions as count of the opportunity right so now we're going to count the opportunities and it's going to be in specifics to any one of these pipelines here appointment complete booked no show cancelled or sold if they did any of these okay if they booked an appointment if they completed an appointment if they were sold no show cancelled that means they booked an appointment okay which is why we're going to be any one of those stages with the new ad lead tag very very important they have to have the new ad lead tag okay next one here's a marked appointment so I know that if someone does not mark their appointments we're going to count the opportunities updated on it's going to be the appointment book section if someone does not mark their appointments they're going to stay in the appointment book section because that's the last action or status that happened with prospect before they either cancelled no show sold or were showed for their appointment cancellation it's very straightforward configure account of opportunity updated on sales pipeline appointment canceled with the new ad lead tag same thing for no show but just the opportunity is no show showed is going to be the same thing only think difference is going to be appointment complete and sold and you know when you have clients you're going to want to make sure this is all updated sometimes it um unupdates which is okay and then for showed or excuse me sold it's going to be kind of opportunity and the appointment status stages sold tags new ad lead sales pipeline and then last but at least total contract value this is going to be the some of revenue and the opportunity section update and on in the specific pipeline stage sold with a new ad lead tag when you update the you're going to put in the opportunity value in the opportunity card and that's what's going to update this metric here okay so this exact build is build out for reactivation results referral results in web website lead results the only difference in these stages here guys is the tag associated with the results here so reactivation result is gonna have the new reactivation lead tag instead of the new ad lead tag referrals are gonna have the referral tag instead of the new reactivation or the new ad lead and then the website leads are gonna have the web lead by just click on it's gonna have the web lead tag instead of the referral, new activation lead, or a new ad lead. And then all the other metrics are the exact same, but again, the tag is going to be either web lead, if it's web lead, referral, if it's a referral, new activation lead, if it's a reactivation, and then marketing is going to be new ad lead, et cetera, okay? Which I will go through once we go through each one of these as well. But now, let's go through the reactivation workflows, okay? So we are moving and grooving here. Let's first start with the AI text reactivation. If you don't know what this is already, let's go ahead and go over it. But this workflow here is to text people in your clients' database. So any business, local based business, service based business, is going to have a list of contacts, okay? These lists contacts are going to consist of a couple things. They're going to consist of people who are once paying the business that are no longer paying them anymore, or they're going to be of people that have opted into some type of marketing that never convert as a client, okay? It's important to understand that because these lists that the clients have, if they have a process to reengage these contacts, number one, it's not as effective as it should be and it's not getting the results they need to get it to grow, or number two, they're just not doing it, okay? And so this gives us, as an agency, a massive opportunity to take this list, reactivate it, to basically get people re-interested into the business with a very incentivized offer. This also allows you to differentiate from other people in the marketplace that are just pitching, running paid ads, etc, right? We're going to start with this contact list to reach out to these people to get them re-interested because they already know I can trust you, which is going to allow you to get capital for them us to run ad in your business to grow and scale it, okay? But that's the objective of this workflow here. It's to take that list, reach out to them with an enticing offer to get them re-interested without any marketing spin, for them to sell to people that already know, like, trust them that are already bought from them potentially, to get them back as a paying customer, okay? So one thing that I want to note here, I'm going to walk this workflow and kind of come back to it so you understand this full circle here. The first text message is the reactivation message, okay? So hey, first name, it's custom values coach name, with location name. We have a few insert offer manually to get away today. Would you like one if you need to opt out, reply stop, okay? So we have, as you can see, insert the offer manually. We put the offer in here mainly one time. So this is where we're going to put the offer we're going to be using on reactivations. For us, we do a variety of things. We do a free 14-day pass. We do a free 14-day key fob, which basically is a 14-day pass, but for 24-7 facilities. We do a free, a free, three class pack. We do a free six-week transformation, right? There's a lot of different offers that we do. We're going to manually put this in here, okay? And the reason why we have it inserted mainly here, because this is going to be plural, okay? So a few free 14-day passes, key fobs, class packs, etc. Okay? Now, what's going to happen is we're going to add the tag here, DRSense, so that we can in the contact section see all the people that we sent the reactivation message to. We're going to give this person 30 days to reply back to this message, okay? Now, if they don't respond back, it's going to end the workflow. If they do reply back and it contains yes, okay? Then we're going to add this tag here called new reactivation lead. Now, this is very important because the new reactivation lead tag is going to trigger the, trigger this specific contact to add them to the new reactivation lead nurture sequence. This workflow is used to get the prospect of book and appointment, okay? It's this workflow right here, the new reactivation lead nurture sequence. Now, as you can see here, the reason why we have this tag as removed from the new reactivation lead is because if we've done a reactivation for our customer a month ago, two months ago, etc. And we have a lead that said yes, they're interested, they're going to have the new reactivation lead tag. And so if we add that same person back into this workflow, we want to make sure we remove that tag from them, okay? Because this is going to allow us to then if they say yes and in, it's going to then properly work, right? They're going to get the new reactivation lead tag and then that's going to properly add them to the follow up lead nurturing sequence to get the book and appointment, okay? Now, the settings here, specific time is going to be 80 and 8 pm. This is when we just execute these reactivations. Again, we just had this as a safety guard in case our team mainly sends these out before after that. They don't get sent out to the next day. And then again, allow Rancher, you want this on because again, we're going to do reactivation to people in the database, multiple times opportunities off. We don't have all opportunities off and they stop in response is off as well. So we don't remove them from the campaign if they reply. Okay? And again, yeah, no trigger added here because we're going to manually off these leads into the campaign based on results, right? Based on how many appointments we're going to get them, based on how big their list is and also the day that we do it. Now, we really only do these Monday through Thursday for our clients. We do not do them on Friday because again, if we do it on Friday, the next time the book and appointment is going to be Monday, which is going to be a little bit too long of a time so we can increase our show percentage. But the next sequence here is going to be the nurturing sequence to get people to say, hey, yeah, I mentioned this offer to get them to book an appointment to come in for the offer. Okay? We've already gone through how they get added to here. When someone adds the tag newer activation lead is when they get added this workflow here. Now, as you can see, we have this as a, the trigger as a contact add and tag. Because what happens is when you do this campaign, people are going to say, you know, we tell them to say yes, right? If they're interested, would you like one? Yes. If they say yes, it's automatically going to add the tag, which then automatically going to add them to this workflow here. But sometimes say, sure, I'd love one. I'd love one. Absolutely. You know, they say a variety of different things, kind of basically synonyms to yes. And so what this makes it very easy for us to do is on the lean nurturing team of the back end is when someone says this, all we have to do is mainly add the tag new reactivational lead. And then what it's going to do is it's going to, essentially, it's going to then put the prospect in this follow campaign automatically, with a little bit of manual section there. Okay? So that's the work way, the workaround to that situation. But again, the campaign objectives here is get these leads to book employment from the reactivation message. Now, just like all the nurturing campaigns, we're going to remove all the tags to decide the new reactivation lead for tracking purposes. We're going to remove them from all the other workflows as well. Tune should not get any other nurturing message. Maybe they're in a Facebook nurture campaign or Google review campaign, etc. We're going to make sure that we remove them from all the other ones, so they don't get other nurturing texts that are going to contradict this message here. We're going to wait point two minutes. Okay? Then we're going to text them immediately in effort to book an appointment. Now, what we're going to do here is we're going to insert a scheduling picture. Okay? It's going to be a logo with the available time slots on there on a Google Doc. We're going to screenshot it and we're going to add this message here. What this does is we found people are going to say, what times do you guys available? Right? This eliminates that question because the more back and forth you have with the prospect, you essentially want to have as least back and forth the prospect as much as possible to get the appointment booked as quick as possible. So that allows you to eliminate a potential message they could send you by having that picture there. But done, I reserved a custom values pass voucher class pack. What this is for is the verbiage for what the offer is. Okay? So you might be running for us. We do passes. We do key files. We do vouchers. We do class packs. So I would put here in the custom values. I reserved a pass for you if we're doing a 14 day pass. I reserved a voucher for you if we're doing voucher, et cetera. And it's value starting today or tomorrow around what time do you think you might like to come by? Okay? That is the first message that goes out. Now we wait four hours. Okay? And then we go on to the next message here. So contact first name, your custom value react to the evasion offer, which you put in the custom value section is valid starting today. If you can't come by, let me know and I'll change a start date for you. Are you coming by this morning or is the evening better? Wait another four hours, wait to the next day, 10, 30, another follow up. Looks like we haven't seen you any yet to pick your voucher. Can we set a time for you to come by so as not to expire? Okay? And then last message here. We're looking forward to helping get the most out of this voucher, but it's been a few days and I wonder if your situation might have changed. I'll cancel it today unless you let me know you're coming by to get it. Hope to hear from you. Okay? And when we book the appointment, what's going to happen is we are going to not send a confirmation text automatically because we're not booking them through the funnel or booking them through a conversation, which is different. Okay? So the can't the workflow objective here is to get the reactive shipwimps that we book through conversation to show at the highest possible percentage with reminder text message. I just put a quick note here. When you book a reactivationally, you mainly send a confirmation message since you're having a conversation with them to book the appointment and you're not booking them on the funnel. Okay? Now if I go back to this linear sequence here in the settings or the same again, allow reentry is on allow multiple opportunities off stuff and responses off and then we have a specific time frame because sometimes people respond back at 11, 12, 1 a.m. and want to make sure they only get that message during business hours. Okay? Then, okay, so the trigger for this one is we book the appointment with the new reactivationally tag and it's the exact same way that the Facebook reminder works, right? But just specific to reactivation. So we removed them from all the other workflows besides this one, remove all the tags besides a new reactivationally, we had the booked appointment tag for tracking purposes. We automatically put them in the appointment booked stage for tracking purposes on dashboard. And then we let the client know that hey, we just booked an appointment from a reactivation. Let's go. We have 48 hour reminder, same as the reminders for Facebook, 24 hour reminder as well. One hour reminder and then a 15 minute reminder and then after the 15 minutes where we add to the past two appointments until the update their appointments, which removes them. Okay? So that is the reactivation folder and workflows. Next thing I'm going to go through for you guys is going to be the review and referral workflow. Okay? So these workflows are all specific and helping the customer get more Google reviews and then referrals from those Google reviews. Now a very big and you know, a huge part of this process here that I want to kind of dive into is really three things here. We're going to get reviews from one of two ways, either from the active customer list or the customer list that the business has or from everyday people either showing up for an appointment, making a sale or a job completed if you're in a home service. And we're going to talk about what the automation looks like. The way that we do this is we leverage a, what we call a raffle offer. Okay? And what this raffle offer does is it's a way for us to essentially get more people to opt in to the feedback. So the way it works is we leverage an offer where we say, look, hey, first name, it's my name at location. Do you want a chance to win this offer? If so, let us know how we're doing on a scale of one to five. So what we're doing here is we're leveraging an offer. If I click on this first workflow here, this is the workflow. So we're going to send this message out to active customers or just customers in general. Okay? But what we're doing here is we're leveraging an offer to incentivize them to respond with how their feedback is going. And so what this does, obviously, is if we leverage an offer, it's going to drastically increase our chances of them responding. In fact, we've tested this dozens of times for customers. And we've found that this could be the best way by leveraging an offer. And so what we do with our business is say, look, you want a chance to win a free one year membership. Okay? That's a very juicy big offer that again, not everyone's going to get. We only actually have our customers do the raffle twice a year, which is by yearly. So only two people are getting a free year one year membership. But it's drastically increasing the response rate to this message, which helps us get one of two things. First thing is it helps our business get their business get guaranteed more five-star reviews because we're only pushing people that say, if buy back this message to Google to leave a review, which is massive. Okay? The second thing to this is that anybody that says a four below, we're asking how their experience was at the business and how we can improve. And so what this is doing for the business is it's giving them invaluable feedback on how to make their experience better within the business. Okay? This is doing a couple things for the business without you even seeing it. It's allowing them to improve and increase their lifetime value or in essence, how much a customer pays them over the lifetime of them being a customer. Okay? Which is helping them make more money. Right? That's the first thing. The second thing is it allows you to safeguard. Okay? These people, how their experience are going, so that we're not pushing people that are having a bad experience to Google. Okay? We're only pushing people to Google that are having good experiences. Which is going to help them, if they're just getting five-star reviews, help their SEO drastically help them bring higher on Google to then get more website traffic and more organic leads. Again, something that you're not going to be able to see directly from the business. Okay? And essentially what we do here is we're not, you know, this is not a automation that is just automatic. We're going to be adding customers into this as a drip, okay? We really do this in two ways here. If the list is pretty big, that's above 200 people, we'll start with 20 contacts. Okay? So we'll send, we'll add 20 contacts in this list here. If it's less than 100, we'll start with, or less than 200, excuse me, we'll start with 10. And what we do is we add them into this manually and we do that based on how many reviews they've got and how big their lead list is and also the day. We only do this Monday through Thursday. Then we have, you know, three different messages that go out here. So once we add them into the workflow, they get this first text. We then add the tag your call review request and this is important because if we go back to our automation here on the five minute response time, right, we're not, you know, pushing this automation through if they had this review requested because we're not going to respond back to any of this workflow for the client because it's all automated. Okay? But we sit on this first message, we add, you know, depending on how many of the list is in the day, we add a certain amount of contacts. They get this first message and then what we do is we wait two days. Okay? If they respond, they go to this side here, which we'll talk about. If they don't respond, they go into the time out here after two days, which is another follow message, which is very simple. Hey, first name, don't miss out on your chance to win this offer. Just tell us your experience on the scale of one to five, five being great, one being bad, custom value location name. Okay? And as you notice here too, we have this review offer, which is in the custom values, which I'll show you in a little bit. Now again, we have another branch here. So we wait two days. If they respond, we're going to push them to the contact reply and then we'll go through the conditions here. If they don't respond, we're going to ask them the third time. Hey, last chance when this offer, let us know how we did on a scale of one to five, five being great, one being bad. Okay? And then again, we wait three days. If they reply, we push them here to the condition. And if they don't, we add a tag called non reviewers. And this is used for us that we know from the messages that we send, how many people are not responding back. Okay? Now, if they reply, we're going to have a condition. And the condition is going to be on four different things here. It's going to be based on a positive, which is basically meaning they say five. It's going to be on a negative, which means they say something four below. It's going to be stop unsubscribe, which is going to enable the indeed. And then it's going to be the last one here is going to be when none of the conditions are met here. Okay? So let's take a first take a look at number five here. So if someone responds back a five and we have all these different responses here that they could send back, they could say a five, a six, seven, eight, a nine, a 10, they could say amazing, great. They could like it. They could love the message. When they do those things, right? We are then going to add them to this branch here. So we're going to add a positive reply tag. This is going to be used for tracking purposes. Okay? So the positive reply tag is they're going to show up on the dashboard as replied five, right? We're then going to send the review request. Thanks, this offer ends tomorrow. Click the link below to leave us a good review for your chance to win this offer. Here's a link after your review. Text us the name of your Google account to lock in your entry. Okay? So we're adding in some urgency and then also we're telling them to respond back to lock in their entry. Okay? Then here's really cool thing that we added in very recently that has drastically help us get more referrals from the reviews that we're getting from our clients. Okay? So we wait 15 minutes and for anybody to survive, we're going to ask them for a referral. Also, we have a couple of this type of offer. Okay? So for us, our review offer is a free one year membership. Our referral offer could be like a reactivation offer. So we use like a free seven day pass, a free 14 day key five, etc. So we have a free 14 day key five for friends or a few members to claim. All you have to do is share this link below so they can claim theirs. This is then a trigger link. Okay? To the referral landing page. Each person you have to fill out this form will add your name into the referral 10 additional times. Okay? So this incentivizes them to send this to a family member because if they do, they're going to have basically a 10 times greater chance to win the free one year membership. Now, we change, we tested this as well and this has been doing much better for our business, which is instead of having them become a client. Instead of saying, look, each person you have fill us out and become a client, you know, put your name in 10 more times. We're just saying, look, well, you know, fill out this form and we'll name in 10 more times to win this offer. Again, the less friction you have in marketing, the more throughput you're going to get. This is a lot more or less friction than having them sign up rather than to just had that person fill out their information. Okay? So let me show you what I'm talking about. Other thing here is we have a trigger link for the Google Review, which is important in a future workflow here. A trigger link, all this really is, is it's an internal link that you can put in SMS messages, emails, etc. which allows you to track the activity. So when someone clicks on the link, you can track that within high level, which can be a trigger in another automation, etc., which will walk through the second here. So we have the review referral link, which goes in the referral ask and then we have the Google review link here, which is going to go in the review request within that automation. So I go back here, right, here's the trigger link for the review ask and then here's the trigger link for the referral. Okay? And then we wait until the next day at 9.30 and just ask them for another review if they haven't already. And I'm going to show you how we are able to do this and safeguard this. If someone does leave a review, how we remove them from this workflow so that they don't get this next message here, which I'll do that right after this. I go through this. Contact for a stay today is the last day. Click the link, blood, leave, or a Google review for a chance when this offer after you review Texas nail in your Google account to lock in your entry. Okay? So the way that we do this is we have a 2.6 workflow here called click the lever review. So if someone clicks on the Google review URL link, we're going to wait 20 minutes. Okay? We're basically going to wait 20 minutes so that the referral ask goes out to that specific customer, ask them for referrals. Then we're going to move them from all of the workflows that can consist of asking people for reviews, which I'm going to go through all these so you understand that. But this allows us, right? If someone clicks on that link to leave a review, we know that they're going to get removed 20 minutes after, which gives us 15 minutes right to ask that referral. So we're going to at least we're going to ask the review and then also the referral. And once that happens, we're going to move them from this workflow so that we don't ask them for the review the next day. If it's not going to make sense, it's going to look a little bit clunky to the prospect or the member, excuse me. Okay? So that is the positive branch here. Now let's take a look at the negative branch here. So when someone says they reply back to this message, right? With maybe a 1, a 2, a 3, no, 1, 2, 3, 4, no thanks, I'm good thanks, right? They reply something negative, it's on a 5. They're then going to go down this branch here. Okay? So the first thing we're going to do is we're actually going to notify our business. We're going to notify our agency to make sure that it's a legit negative response. So we're going to notify our business and say look urgent, 1, a 4 response or see if check is negative. This is going to notify our team to manually check to see if this is truly a negative reply. This happens very rarely, but sometimes they'll say something, it might be positive and they go down the negative branch here. And this happens very, very rarely, but this is used as a safety guard to ensure if someone replies back and it's potentially positive that we remove them from this workflow and then add them to a separate workflow here that asks them for the positive review, which I'll walk through here in a second. Okay? So it gives us about 10 minutes of mailing check that. Then from there we add the negative reply tag for tracking purposes on the dashboard. And then we ask them, hey, thank you for your response, providing the best experience in top notch customer services and priority. Could you share a bit more about how we can improve or what would help your experience up to a 5? Okay? So we're asking them for a feedback. Now here's where it gets cool. We then wait 20 minutes and we have a branch here. So if they reply back to this feedback, we know that they're giving feedback to the business owner. That's the case. We want to make sure we do one of two things. We notify the client of the feedback, right? So they can take that feedback and install their business to improve their experience and increase their lifetime value and decrease their chunk percentage. We also notify our business so that the person, you as the owner or the account manager coach, can know the business got a negative feedback and can be prepared before they speak with them on the next conversation. Which is what this is used for here. Okay? So we're just letting them know, hey, we've got this negative review. The client's been notified. Make sure to review this before your next call. She's prepared. And then we also let them know here in this message when we're notified of clients that we have saved them from a negative review. So we're now communicating to them again, the value we're providing to the business so we can increase our lifetime value and decrease our chunk percentage. Right? So let them know that the feedback that we got, reject them, make best experience, etc. Now if they don't respond, we're just going to send a notification to the client letting them know that they said a negative response. We were able to save this negative review on our Google page and they need to check it out. Again, that's it. They don't reply back to this making message here. Okay? Now stop on response if they reply, you know, if they respond something, stop and describe them you know, etc. We're going to enable D&D for all these channels. This is just as a safety guard. We already had this another workflow, but it's as a safety guard. And then last night, at least, right, when none of these conditions are met, when they're not paused, and when they're not negative, and they're not stopped on response, when none of them are met, so they might say something, like they might say something positive or negative but the system will pick it up. We're going to notify our business. Okay? So this is going to be to our business right here. Review request check. The facility name, contact name, in and up in the condition section, see what the response was if any update the workflow accordingly. Okay? So this is cool because what this workflow does not allow you to do. If someone replies back to any one of these offer messages here for the review, if they reply back and the system does not pick this up, it's going to go to this branch here. The only thing about this is that you can't take a contact and then move them to a different branch in the workflow. So what we've done is we've created two separate workflows here, but in their called reply not recognized, positive reply, and then reply not recognized, negative reply. These are essentially, the positive reply workflow is this branch here. The negative reply workflow is this branch here. So what this is used for, if someone has something positive to say, but it doesn't pick it up in this workflow, then it's going to notify our team and then we can add them to this positive reply workflow. That is basically the exact same as the positive reply branch, but just for us to add them into this workflow so we can ask them for the review and we're taking advantage of all of the response that we're getting. Same thing goes with the negative. They say something negative and then the system doesn't pick it up. We're going to add them to the negative reply, reply not recognized workflow here to again get feedback to help our client improve their lifetime value, their experience and decrease their churn. Those are what those are used for right there. Now if I go to the settings in this workflow, again, allow Ranchery is off and then allow them, excuse me, it's on because we want to make sure we can if we want to ask the same person for a view multiple times in the future, allow multiple opportunities off and then stop for response also off as well if they respond. We're going to continue to have them in the workflow. And then I'll go, so the reply not recognized positive reply and the reply not recognized negative reply. Go to this again, if the contact replies was something and we can't detect it's positive, we add in this campaign to show we ask for the review and referral. Same thing, allow Ranchery is on, allow multiple opportunities off, stop for response off. Okay, and the same thing for the negative reply. If they reply back to either this workflow here or this workflow here was something negative that it can't detect, then we're going to add them to this to ensure we can ask them feedback and how we can get better. Allow Ranchery is on, opportunities off, stop for response off. Okay, now let's move on to 2.1, this workflow is used as a workflow to ask people for Google reviews from people that show up to a sales appointment or that get sold into a sales appointment. Okay, or when a job is completed like a home service company here. So this is a complete automation and we're not having to add anybody into this workflow. Now this workflow is going to trigger based on one of four ways. The first way is when the opportunity is changed to appointment complete in the opportunity stage, okay, in the appointment status workflow. Okay, so when we update the contact in the opportunity section as appointment complete, that's how this trigger gets triggered here, right? We add that contact as a show appointment, which is appointment status to show, which then triggers this workflow to then get them into workflow. The second one here is when the opportunity has changed to sold, it's going to update the, when you update it as a sale and the appointment status if I pull this up. So when I mark this as a complete appointment, right? Pipeline is showed, then it's going to update the appointment status as a show, which is going to update that trigger right to then add them into that workflow. Now when they update them as a sale, same thing that's going to update the appointment status as a show to then update them in that workflow. In the review workflow here. Okay. And the third way is when the appointment status is changed to show, okay, so they update the appointment status as a show, it's going to add them into this workflow automatically, okay, which is also when the appointment status update. Now, the fourth and final way, which is an external way to do this, is you set up an automation through Zapier, through Ida N, through make to when the prospect completes a job when they make a new sale, when they, you know, have an appointment show up in their CRM, right? From leads that you're not providing them from ads, reactivation, referrals, a lot of things, etc. They update that, then you can mainly add them into this workflow here. Okay. So from there, we're going to move them from all the workflows except this one. We're going to wait 30 minutes to then ask for the review or their feedback, okay? The only difference in this entire workflow from the two from this workflow right here is just this first message here, okay? And then obviously the wait 30 minutes and then we're moving the trigger here. But all it's going to say is, hey, first name, thanks for stopping by today. You know, we want to see if you're interested in this offer. If so, just let's know your experience. It's one of five custom value location name, okay? Now, the thing to note is that you want to make sure that you give them the same page of the customer about this and make sure they're cool with you having an offer after someone either gets sold in the business or they show up, okay? Reason why is because they just came into the business and you know, you sold them on a current promotion. You want to make sure that they, it's cool with the client, they need to offer them something else. The majority of our clients is completely fine with but again, just get confirmation. Again, the offer is going to drastically increase your feedback loop here, okay? This workflow is the exact same, okay? The everything is the exact same. It's just a different source of where we're getting the reviews from, okay? So settings is the same thing. Since we don't control when people go into this workflow, it's 70 and 10 PM, okay? And then we allow ranchery, no multiple opportunities in the self-response, okay? So everything about this workflow here that I described from here down is the exact same for this workflow here, literally everything, okay? Just the source of where they're coming from. This one's coming from active customers, this one's coming from people showing up for appointments, from your ads, reactivations, referrals, website lead, you know, or making sales or from their internal system that you can make a zap with, okay? We've already gone over to this one and this one here. We've already gone over to click to leave a review. So again, when they click on that, we remove them from all the workflows where we ask people for reviews, okay? And we have allow reentry off here, okay? This is a bug that should be off there as well and then stop the response off as well, okay? Then we have the 2.7 new Google review. So this is how this workflow here is ninja. We actually used to have to do this through a platform called Zapier, which was simple but just not as effective. This has allowed us to bring all of our tracking within the platform here, within high level to make this a lot more simple. So the entire goal of this workflow is to be able to track Google reviews and notify clients of them, right? We want to make sure that we're notifying clients of our positive five-star reviews we're doing for their business so we can communicate the value we're bringing to them, okay? So the trigger is when we get a new review received. We're then going to have a branch here, which is called Find the Contact, okay? So what happens here is there's two things. We either find the contact in the system or we don't find the contact in the system. The problem with this trigger in the past was it was contactless, meaning it would not be able to locate the person in the system now it can. But we have two branches here. We find the contact, we don't find the contact. If we don't find the contact, we essentially create a dummy contact to be able to track the review on a dashboard and also so we can notify the client. Once we create the contact, we're then going to go to the other side of the section here, which is contact found. We're going to add a tag review received. And then depending on if the review is a five, if it's a five, we're going to add a positive review so we can track that on the dashboard. We're going to let our business know that we just got a five star review for this specific client. And then we're going to let the client know that we just got a new review for their business from our campaign as well, okay? Now if they don't have a five star, then we're going to add a negative review. That means they did not get a five star. We're going to notify our business, okay? Agency of the review that just came through. And again, this is going to be coming from not your campaign because you're only going to be pushing people, you know, that say a five to them, you're going to be triaging them. But just everyday reviews are getting the business if they are, and we're going to notify the client as well, okay? So that is that workflow. It's very simple and straightforward. And again, it's going to be a loud ranchery, multiple opportunities on, off excuse me, that stop response off as well, okay? Those are Google review workflows in the review and referral section. You're going to go over the referrals in a second. But let me walk you through the dashboard for the reactivations, which already did a little bit, but I'll go ahead and do that just because we did not do that right after reactivation. So again, the configuration is the exact same. It's literally the same setup as market resulting one difference is going to be new reactivation lead, okay? And that's in every section. The same conditions in configuration, but just the tag is going to be new reactivation lead instead of new add lead. So the same thing here, if I go here, I go to conditions, again, it's going to be complete, booked, no show, canceled, sold. And then it's going to be new reactivation lead, okay? Unmarked appointment, it's going to be the appointment booked, canceled is going to be the canceled, right? The no show is going to be no show with the reactivation lead showed is going to be sold and complete, okay? And then sold is going to be sold with the reactivation lead and then contract value is going to be the sum of revenue, okay? Sold with the new reactivation lead, right? Now, if we go to the Google review portion, okay? Negative reply, it's going to be count of contact updated on with negative reply, right? When someone replies before or below, they get the negative reply tag, which is how we're going to track that. When they say a five, they get the positive reply tag. When they leave a review, that's negative, they get a negative review tag and then when they get a positive review, they get the positive review tag, okay? So it's all through tagging very simple. And then let's go down to, let's start moving and grooving with the referrals, okay? So we're going to have three automations for the referrals. We're going to have the nurturing sequence is the referral workflow. We're going to have the confirmation reminders, okay? So when you give your customer, right? When you are asking them for the referral after they say a five, 15 minutes later, there's going to be a link that they're going to send to their family, their family, their friend or family member, okay? It's going to be this link here called the referral landing page. On this referral landing page, you have a form, okay? This form is called the referral form, okay? Which is right here. So when someone fills out this referral form, that is going to then trigger the referral workflow here, okay? In the entire goal of this, just like the form submission workflow, just like the nurture sequence for the reactivation, it's to get that person, if they don't automatically look at an appointment to the funnel, to book an appointment from following up with them, okay? So if I go back to sites as well, they're going to submit their information, then they're going to go to a schedule page, okay? To book an appointment, right? So if they don't book an appointment within 3.6 minutes, same thing happens, just like it does in the new Ad Lead Form submission, okay? But it's for referral specifically because it's a different campaign, and then it verbiage a little bit different. So the trigger is someone filling out the referral form, we're going to let the client know that we just got them a free lead without literally having to do anything. It's the high value lead once your service. Again, this is generating a sales opportunity literally out of thin air for the business. We're going to add the tag referral for tracking purposes. We're going to remove them from all other workflows besides this one here. We're going to move all the tags besides the referral tag. We're going to create a lead in the sales pipeline. We're then going to wait 3.6 minutes, and we're going to reach out to them. Hey first name, it's value name at this location. I saw you claim a referral offer that this person referred you to. Okay, so here's our name, here's the person who referred them. We're making this more personalized. When is a good time for you to come by to get set up? Very simple. Then next day, they don't reply or book. Just don't do a follow message to see if you have a previous message or want to bother you with a little bit of things, and they don't book again. Okay, last message here to see if there's any interest in checking this out for the referral offer. We all get busy, so let me know if you want to clean your voucher. Okay, again, this is from the custom value section. Okay, so that is the nurturing, a sequence for the referral workflow settings. Again, a lot of ranchery, a lot of multi-optor needs off, softener spots off. And then we have a specific time frame because someone can submit this at 4am, right? We want to make sure that if that's the case, they don't get this first message at 403. Okay, now if they automatically book on the funnel, they're going to go into the appointment confirmation, just like they do for ads. So the is in the calendar and has a tag referral. We're going to move all the tags, size referral, add the booked appointment for tracking, and then text them a confirmation. The entire goal right is to text them immediately after they book to increase the show percentage for the business. This is a lottery entry, allowed multiple is off, stock responses off as well. And they're going to get added into the reminders as well once they book an appointment, either through the funnel or when you just booked them mainly through a conversation. Okay, so it's going to be book on the calendar. It's confirmed with the referral tag, right? This is how we can ensure that only referral leads are going to be going into this. We're going to move them for all the workflows besides this one, remove all the tags, size referral, add the booked appointment tag, update the sales opportunities appointment booked. Let the quiet know that we just got a referral appointment out of thin air, which is huge. And then we have the reminders 48, 24, one hour and 15 minutes. Okay, then after that we add them to the past due. So if they don't update their appointment, we remind them to update their appointment so we can see how the campaign is doing. Okay. That is the Google review and referral workflow. Let's go. Now we are moving on to the final workflow that we have in here, okay, which is the website workflows essentially to handle the nurturing process for any leads that your client is getting through their website. Okay. So we have three different ones here and they're very straightforward. We have the new website lead form submission, which is just the nurturing sequence to get them to book if they don't automatically book on the funnel within three points, six minutes. The confirmation just like ads in referral and then a put more reminders just like ads referrals, reactivation and web leads. Okay. So let's take a look at the new website lead form submission. Again, the objective is the exact same thing as any nurturing campaign is to get the clients to website leads that they're getting on their website to book an appointment at the highest possible percentage if they don't automatically book through the funnel. Okay. And so we have no trigger here because the triggers either going to be internal or external. Okay. So way to make this internal is you can put a form on their website. Okay. You can put a form on their website and this can be a website form that you create and then once put a form on their website, that can be the trigger to then add the lead into the workflow or external. So if they're using a software like some people use go daddy, some people use WordPress, some people use web flow. You can create an internal automation through Zapier and A in or make to when someone submits their information on the website, they then get added into this workflow here. Okay. So we found you know, other ways if we can't get into their back end website, we kind of figure out, okay, well then when someone submits their information on your website, what happens? Well, we found for some of our clients that they get an email notification, that email notification is the same subject line with the same body. And so what we did was we would create a email forwarding rule that would forward that specific information to an email parser. Okay. So we would then use an email parser to then match the contact information in the body of the email, use that as our, basically our trigger of a Zap and then take that information and throw it into this workflow to nurture the client's lead. Okay. But once we get them in here, we add the Webly tag for tracking purposes. If they've already booked an appointment, we're going to leave this empty. We're going to end the workflow, which has probably not happened. If they haven't booked, we're then going to continue. We'll remove them from all the workflows besides this one, remove all the tags. And this one for tracking purposes, we're going to create a lead in the sales pipeline. And then we're going to wait 3.6 minutes. And then we're going to follow up with them to book an appointment. Okay. Same thing, just like the form submission for Facebook. Next day, wait, reach out again. Next day, wait, reach out again. Next day, wait, reach out again. Next day, wait, reach out again. Next day, wait, reach out again. And then wait two days. Reach out one last time as a final Hail Mary. And then wait 2.5 minutes as a Hail Mary deal. Okay. Settings, again, the specific time because we don't control and put someone enters into this workflow, 7 a.m. The 10 p.m. A lot of range, Rion, a lot of opportunities off and stuff in response off as well. Okay. So guys, that is a walkthrough of literally all of the workflows within the business booking snapshots. So people to book an appointment to come into the facility right for the service. Okay. They're appointment based. Dashboard, let's take it out for the website leads. It's the exact same setup, as I've said, marking results, reactivation, referrals, and website leads. It's all the same. The only thing different is the tag. Okay. So the tag here, Track Leads, is going to be Web Lead. Schedule is going to be the same thing. One of our opportunities, we have an appointment complete, sold book, no show, canceled. If they have any one of those, that means they booked an appointment with the Web Lead tag. You got unmarked appointments. It is going to be kind of opportunity. I'll just go to it, kind of opportunity, updated on, Pipeline appointment booked Web Lead. This is going to be changed out for canceled. This will change out for no show. This will be changed out for show it or sold. This will be changed out for just sold for stage pipeline. Then this will be a summer revenue for the sold pipeline with the Web Lead tag. Awesome. Everything is Dandy there, which is great. Now, let's head over to the other snapshot here, which is the at home booking snapshot for clients. We've gone over the first snapshot here, which is the business booking snapshot. We're booking an appointment for the prospect to come into the facility and all the verbiage and the workflows are going to be tailored to book that person to come in. Let's walk through the other snapshot, which is going to be the at home booking snapshot for clients. This snapshot is essentially used for any business where the service is done at the home of the prospect or customer. If you think about it, really any home service type based business, think pest control, think worth in companies, HVAC, solar and so on, backup, generating installers, landscaping and long care, et cetera, et cetera. They're coming to the person's home to complete the service. What I want to do is walk you guys through this snapshot and show you some of the similarities in some of the differences. You're going to notice that this snapshot is very similar to the business booking snapshot with a few nuances. Let's head over to high level here, as you can see, or in the at home booking client snapshot. Another account that I have this snapshot loaded into, the dashboard is the exact same thing, guys. You're going to have your results for marketing. You're going to have your results for reactivation. You're going to have your results for Google reviews, referrals from those reviews, and then website leads. Nothing here changes. The exact same way that we set it up in the business booking snapshot is going to be the exact same way we set it up in the at home booking client snapshot. If I got my automation here, excuse me, you're going to notice that the folders, with the workflows inside the folders, are also the exact same setup as far as the workflows are concerned. The only difference in some of these workflows is the verbiage inside of the workflows. The reason why that is is because the campaign objective, if we're running any type of these services for these home service based clients, the objective is if we're doing a reactivation, if we're getting leads from referral, if we're getting leads from website leads, if we're getting leads from Facebook ads, right? The objective is to book the appointment at the owner of the home, right? It's not to book the appointment in the business, it's to book it at the home. The verbiage inside of these nurturing sequences to get people to book, to remind them of their appointment, to get them to rebook, et cetera, et cetera, are tailored to getting them to book an appointment at the home of the prospect here. Let's first take a look at the ads workflow, including some of the web lead, reactivation, and referral workflows as well. As you can see, all of the workflows, they're all the exact same like I said, but again, the only nuance difference is going to be the verbiage inside of the workflows to get these people to book an appointment. If I go to the new Ad Lead Form submission, you're going to notice that, again, the settings and all of these different workflows are the same. We allow reentry, no allowable to opportunities, top-on-response, we have office well. In the communications, it's going to be the exact same for all the workflows as well. Again, they're all the same workflows, but there's just a little bit of nuance within the verbiage of the workflow here, okay? So if I go to the builder, just like we had in the business booking snapshot, the campaign objective of this is the exact same, right? This is to get people that opt in from a Facebook ad that do not book an appointment on the funnel to follow up those leads that get into book and show, to increase the booking percentage at the highest possible rate. Harvard did a business review and they found that if you don't reach out to a lead within five minutes of them opting into your marketing funnel, you're 400% less likely to get in contact with that lead, the book that lead in the facility. These businesses do not have this process down, and so that's why it's so powerful to have this automation built out for them because we're going to guarantee that we're going to follow up with all their leads from Facebook right within five minutes to increase their booking percentage, okay? So the same thing here goes as the Facebook form or the new Ad Lead Forms submission workflow for the business booking snapshot. The same trigger here is going to be either a Facebook lead form right there running for our client on Facebook or it's going to be a form submitted that they're going to fill out on the funnel when they click on the ad. Now, I recommend to not run conversion ads when you're starting your ads, okay? Conversion ads are simply put is you click on the ad and you go to an external landing page to fill out the information. And the reason why I, we don't recommend that at the start is because it required for you to get really good results, you have to get a third party tracking platform to help you track the activity off of Facebook because there's been updates with the iOS updates with inside Facebook to where they've limited the tracking capability for off-site conversions, okay? And so when you're starting out, if you're using a lead form, the lead form is on Facebook, which means Facebook can track all those conversions and it makes it a lot more simple and easy for you to get results, okay? But long story short, that's going to be your trigger. Again, we're going to add the new Ad Lead Tag. We have a condition here, the exact same thing. If they don't book an appointment, if they haven't booked, we're going to remove them from all the workflows. We're going to remove all the tags besides the new Ad Lead Tag for tracking purposes. We're going to create that opportunity right as a lead in the sales pipeline. We're going to wait 3.6 minutes and then we're going to send our first text message, okay? And again, the verbiage inside the messages here are the only difference inside of all these workflows. They all work the exact same as the business booking snapshot here. So thanks for showing interest in our free inspection at JP's Roofing Company. What time works best for us to come out to your home to get you taken care of? Okay? Then you can see your custom value coach name if you need to opt out, reply stop. So again, these workflows are the exact same but very nuanced within the verbiage to book that person to come out. Okay? And we wait the next day at 8.45. Hey, just checking in and see if you're still interested in our offer. If not, no problem. Do you still want us to come out to take a look? Then we wait next day at 9.15. One ahead, we're going to last vouchers for our insert offer at location name. Does afternoon and evening work better for us to come out? Again, then we have multiple follow up messages here to get that person to book the appointment for them to come out to conduct that sales conversation and get them sold in their services. So still want to use your voucher for our insert offer. Let me know. We've got a few left. Wait next day at 6. Hey, you mentioned wanting a voucher for offer at location name. That's why I'm reaching out. Is that still true? Wait until the next day at 10.30. Home run message here. I can't be for sure, but I'm guessing you may have lost interest in the voucher for this offer. We wait 0.25 minutes. Either way, I'll stop booking you. But if you like us to come out in the future, you know where to find me all the best. Okay, so again, the whole objective of this workflow is to book that lead in appointment at their home. So the home service business can go out there and conduct the sales consultation. Okay. Now the next one here is going to be the new Adelaide appointment confirmation. So again, the exact same workflow in the business booking. The trigger is when someone automatically books in appointment with the new Adelaide on the calendar, right, of the business to the funnel. We're going to move all the tag of size new Adelaide. We're going to add book to appointment tag for tracking purposes inside the contacts. It's not going to affect anything on the dashboard. And then we're going to send a appointment confirmation. So hey, first name, this is custom values coach name with custom values location name. We've got you scheduled for a poem and start time at time zone. We'll be heading. We'll be heading to your home address on file. It's important for me to you if you need to, you know, the, if you need to reply, if you need to opt out, reply stop. Okay. So when you're nurturing this lead, when they come in from the ad, you're going to get the address, right, for them to come out to conduct the service. And you're simply just going to put that in the notes section. So the client can then see that. But appointment confirmation. Again, this is exact same workflow, but just a little bit of a nuance with the message there so that we can tailor it to know, to let them know that we're going to be coming out for that appointment. Okay. Same workflow settings here again, allow reentry is turned on allow multiple opportunities off stop and response is turned off. Okay. Now, if we go to the reminders, again, the exact same workflow, but the, the verbage is a little bit different with the reminder messages here. So again, this is used to get that person that booked an appointment, whether it was through the funnel or through us nurturing that lead to book an appointment. The goal is to get this lead to show up, right? So this is going to increase our chances of that lead showing up, which can help our client get more opportunities and appointments. Okay. And so the trigger here is if we booked the appointment on the calendar with the new Ad lead, we remove them from all the other workflows besides the confirmation and the reminder, remove all the tags besides the new Ad lead. We add the booked appointment tag for tracking purpose inside the contact section. We then put it them in automatically the appointment book stage of the sales pipeline. We let the client know, hey, look, we just booked an appointment for you. We got a lead in an appointment where kicking butt, we're kicking ass for you. And then we had the 48 hour, the 24 hour, the one hour and the 15 minute reminder here. So if I look at my, my nurturing, uh, messages here to get this lead to show up for the appointment, to make sure that they're home for the appointment. Hey, first name, it's custom vice coach name from custom, vice location name, just a reminder that we're scheduled to come out in two days at appointments start time, looking forward to meeting you. Then 24 hours for the appointment, hey, first name, it's custom values coach name with custom, vice location name will be out tomorrow at appointments start time, looking forward to helping you then then we wait an hour before the appointment. Hey, first name, it's custom values coach name with custom value location name. Your appointment is in just one hour. We're getting everything ready and we'll be headed your way soon. Okay. And then 15 minutes before the appointment will be arriving shortly. Please reply ready. Once you're ready to meet, that would really help. Okay. And then from there after 15 minutes, we're then adding them to the past due appointment so that after the appointment occurs, if they don't update the appointment, then it's going to notify the client to update the appointments so we can know how the appointment went and if we need to reach out to schedule them. If they, if they did conduct the appointment, but they didn't close them or if they closed them, okay, what was the value of the contract we close them on for that business? It's going to allow you to directly communicate how valuable your services to the customer that you're serving. Okay. But again, the exact same workflow, just the verbiage is a little bit different. And if I look at the settings here, it's the same contact settings here. So we allow Rantry, no allow multiple opportunities and no stop on response. Okay. And just as a reminder, if you don't know what these are or maybe you skipped ahead in the video, allow Rantry. All this means that we're going to allow this contact to enter into this workflow multiple times. Okay. The reason why I want to have this turned on is because if the prospect schedules an appointment, okay, and then reschedules an appointment, we want to make sure that they can re-enter back into this workflow so they can get the reminder messages of their appointment. We want to make sure allow multiple opportunities is turned off because we don't want to double track people in their appointment and their lead status in the opportunity section because that's going to reflect on the dashboard. And the last but not least, we want to make sure stop on response is turned off because if they reply maybe to the 24 hour reminder message, we don't want this lead to not get the hour reminder in the 50 minute reminder appointment, right? If that's turned on, it completely removes them from this workflow. Okay. So again, those settings are fixed throughout all of these workflows for your customers. Okay. Now, here is the cancellation nurturing sequence. And again, this is going to be used for if you get a lead from Facebook ads, if you get a lead from the website, if you get a lead from reactivation, or you get a lead from a referral from the Google reviews. And again, this is the exact same automation, but the only difference is going to be the verbiage inside of it to get this person to reschedule their appointment that they cancel. Okay. So the objective here is to get someone to reschedule that cancel an appointment from ads, referrals, web leads, or reactivation. We have no trigger because the trigger is going to happen in the appointment status workflow. I've already showed you guys when we update the status as a cancel appointment or if we move the opportunity card to cancel within the sales pipeline. So we've moved them from all of the workflows besides this current one. We send a notification to customer to let them know that, hey, this person canceled. That way they know ahead of time and they can plan their day. Okay. If that person canceled, maybe go out to another location to have a sales consultation to sell them their service. We then wait to the next day and we say, hey, look, I still had a cancel. No worries. I hope everything's okay. What time the next few days works best for us to come out. So again, the verbiage is a little bit different of just trying to let them know that we're coming out to their location to conduct the appointment. We then wait to the next day at 10, 15. In case you miss my message above, I have more times available if you want to grab a spot. What time in the next few days is best for you? We wait to the next day at 11, 15. Bumping this up in case you missed it. What time in the next few days is best for us to come by. We wait two days and then we have a home run message. Hey, I haven't heard from you yet. I hope everything is okay. Does it make sense to reschedule or have you decided to go in a different direction? Let me know. Okay, so again, very basic messages here. They're very, very effective, simple scales, fancy fails settings as we can see. They're the exact same. Okay, if someone can't those multiple times, I want to make sure they get into this workflow multiple times. Okay, now if I go down to my no show nurturing sequence again, it's the same automation, just different verbiage to get this person reschedule if they no show. So again, this automation is used. If someone doesn't show for their appointment, so if they go out to the home and the person doesn't answer the phone, we're going to add them to this workflow. The customer is going to either update the opportunity section to no show, which is the way they should do it or they update if they accidentally update these appointments at a no show, then now we'll also trigger them in the appointment status workflow to add to this workflow. Okay. So no triggers needed because it's coming from the appointment status workflow, but when they get added to this, we remove them from all the workflows besides this current one. And then we immediately text them, okay, to see if we can't reschedule them. So hey, we missed you for your appointment today. Hope everything's okay. What time the next few days works best for us to reschedule? We then wait to the next day at 1015. Take contact name, Justin for Justin case, you've got to schedule. No worries. When works best for us to come back out, we then wait to the next day at 1115. Following up in case life got in the way, helping homeowners is what we do best. It's always worth it. Should we lock in a new time for you? Then we wait two more days after that. Hope everything's okay. Do you want to reschedule quick visit this week? I can make it quick. What time works best? And then we have one final message I haven't heard from you yet. No worries if you chose a different route. Should we reschedule or close this out? Okay. Our settings again are going to be the exact same for the contact section as someone that knows shows multiple times. I want to make sure they get entered into this workflow. We do not want to double track our opportunities and then stop in response also office well. And then we have this specific window here in case the client puts all their no shows at 1 a.m. at night. They don't get that text at 1 a.m. at night. They'll get it the next day at 7 p.m. Okay. And it's really just for that first message because everything else is going to be time stamped. And then we have 1015, 1115, etc. Okay. Future follow up. So again, this workflow is used if someone cannot book within the window of five days that the calendar provides. We're going to add them to this on the day that they want us to reach back out to get that person to book an appointment. This is a game changer for your clients in a great way to get a few more appointments for them because inches in business lead to miles. Okay. So we're going to add it here because you're going to on behalf of the business add them mainly to this workflow depending on when the person wants to get reached back out to. So when you when you do this, you're going to add in the workflow and then when you add in the workflow, you're going to add the day in the exact time that you want to reach out. So let's say you want to reach back out of this person September 18th and you want to reach back out to them at 10 a.m. What's going to happen is a minute before 10 a.m. we're going to get this first text. Hey, first name. It's custom values coach name with this location again from our previous combo. Now is a better time for us to come out. What time today or tomorrow are we going to come by? Again, it's super basic verbiage. It is all tailored around coming out to the facility. That's the only difference here. Hey, contact first name bump this up or the mornings are evening typically better for you in the next day again at 10 30. Hey, contact first name, does it make sense to schedule a time for us to come by or have you decided to go in a different direction? Let me know. Settings, the exact same. Now the appointment status workflow here has, I mean, there's nothing that's changed here because there's no actual text messages in here, right? This is kind of like the brain of the operation to make sure that, you know, the things are being done correctly, right? When we're updating appointment statuses or we're updating opportunities, um, stages for prospects for our clients, we want to make sure that the correct action happens, right? So if I change my, my appointment status or I change the opportunity stage to canceled, I want to make sure that we remove them from all the workflows. We update the appointment statuses canceled if we did the pipeline. We add the cancel appointment tag. We add them to this appointment canceled sales pipeline. So our client knows they canceled and then we add them to the cancellation nurturing sequence. Okay. That allows you to not have to do any of this stuff manually in it automates the entire process for you. Same thing for no show. If we update the appointment statuses no show or client updates the pipeline stage to no show, which is all they should be doing just in the opportunity section to make it simple, same thing as canceled, right? I update the appointment statuses no show. If I update the opportunity section, we remove them from all workflows. We add the tag no show. I add, we add them to the appointment no show stage pipeline, sales pipeline and then we add them to no show workflow, right? So we can reschedule that person, which is the workflow we just went over a couple workflows ago. Okay. So if the prospect shows, then the appointment status is either showed or they change the appointment pipeline stage to appointment complete. Okay. What that's going to do is it's going to update the appointment statuses showed and then we're going to remove them from the past due appointments because we know if they show that we don't need to remind our client that they need to update the opportunity section. Okay. Booked appointment. So they customer booked an appointment themselves. We're going to remove the tag, cancel no show. We're going to move them from the past appointments. Okay. So we're going to update the appointment book stage of the pipeline and then the last one here is sale. So we update the pipeline stage to sold. We're going to update the appointment statuses showed this one here and this one here. Again, we do this specifically to then make sure we can add them into the Google review nurturing sequence to ask that person for review after they either get sold or share for their appointment as a way to get more reviews for our clients. We update the appointment status or excuse me, the opportunity to sold in the new sales pipeline and then we remove them from the past appointments because we know that the client updated the appointment. Okay. So you're going to see obviously here we have a lot of fail saves. If we update the opportunities, we update, want to make sure we update the status. If we update the status, we make sure we update the opportunity section. Okay. So it's just kind of like a say a situation that we built in here. So it's dummy proof, right? So it can work both ways. But that is the appointment status updates workflow. It is the exact same as the other snapshot here. The five minute response needed again, same workflow. This is just notifying you if your team is not reaching out to your clients leads in their sub account within five minutes because we've already talked about one of the most important metrics of lean nurturing and then as response time. Okay. Harvard did a study and they found that if you do not reach out to a lead within five minutes of them opting into a marketing funnel, you're 400% less likely to get in contact with the lead. The same thing goes with response time. Okay. We want to make sure we're spying to them as quickly as possible. People are busy and we want to make sure that we're meeting them where they are at. If they respond back at 830, we're back at 831. Okay. So this allows you to keep your team accountable to ensure that you're responding to them within five minutes. So the trigger here is the customer applied. Okay. Right. And SMS. They don't have the review requested tag. The reason why is because if we've sent out reviews for our clients, we have the tag that says review requested. And so that automation to get reviews and referrals is 100% automated without any interaction on your end to read, you know, to have a conversation with the lead, right? It's 100% automated. And so if they had that review request, we want to make sure that they do not continue on this workflow because we don't want to set this up for those contacts because this makes sense. They're those are contacts that are relevant for us as far as nurturing is concerned. So we wait about five minutes and then if they respond, if they don't respond, we notify the agency, which is you. And if they do respond, right? If we respond back or remove them from this workflow, then we remove the workflow. Okay. D&D. Super simple. This is just that the customer applies back. Do not do not contact stop prats seeing stop texting. We add the contact tag D&D. We then update the sales pipeline at D&D stage and then we enable D&D for SMS. Okay. You were 99.9% going to be using leak connectors. So this they already do this if the person says stop. This is again, this is a safeguard for you to ensure that you have some peace of mind that this is going to happen. Settings again are the same thing. Allow rentary, no multiple opportunities, no stop and response. It's the same thing for the five minute response, the appointment status, the future follow-up, etc. Okay. Alert user. So this is again used to look at the user if we need assistance to help with a response for a client lead. So we will add the tag alert user and what this does is this is going to notify us to let us know that we added a tag to keep our team accountable to make sure they're not just adding this tag all the time. It's going to notify the agency or excuse me, it's going to notify the client first and it's going to notify us that we added a tag. It's going to notify the clients that the client knows to step in for the conversation. Because sometimes we're having a conversation with leads, they might have been a customer in the past, they might be talking about their billing, their credit information, etc., etc. They don't know how to respond. So we want to make sure we notify the clients that can handle it, we don't lose that lead. Then we remove the tag alert user so we can then add it back in case we have the same situation with the same prospect. Settings, same thing, a lot of reentry, a lot of opportunities, stop and response. Those two turned off, a lot of reentry turned on. Okay. Then here's our last two. We are rolling up here. Tool point zero four. We have the elite assistant alert. This is a situation where, if in this case for home service, if the person replies back to the ready message, he says, yeah, I'm ready for my appointment and you were not at the appointment, the client's not in the appointment, at that given time, we're going to add the tag here, lead assistant alert, and then we're going to notify our client that they're at the door waiting for them to open the door for their appointment. Okay. Again, settings are the exact same for the library entry, allowable opportunities and stop and response here. All right. And the final one here is past due appointments, which again, this is going to be added at the end of all the reminder campaigns. This is just simply built out to remind the client right two hours after if they don't update their appointment to update their appointment. 12 hours, 24 hours, 40 hours, 72 hours, one week, etc. All righty. So that is the first folder here that we are done again. If I had to do a quick summary recap, it is all the same stuff guys, just different verbites. But I want to make sure I can go through it again, very detailed so you can really internalize it and understand it. Okay. Next thing I want to go through is the reactivation workflow new. Same workflow again, workflows again, just different, a little bit different verbiage. So if I go to the first one here, this is the first message that we sent out and this message here is this workflow is made to reach out to past customers, to reach out to Pila, opt into a market that never became a client. And the whole goal is to reach back out to them with an enticing offer to get them re-interested engaged into the business. Okay. So we have no trigger here for this workflow because we are going to be mainly opting these leads into this workflow based on the day of the week, the list size and the results that we are getting them with their business. Okay. So here we will talk about this, we already talked about this but I will talk about it again. The first text message is the exact same. There is no difference to this. So this workflow is the exact same. We add the tag gyricence, we can track who we sent out of reactivation to, we wait 30 days, we can respond. And then if they say yes, we then add the new tag called new reactivation lead. Okay. Again, we add this because this is the trigger to add them into the follow up nurturing sequences as it say, as we say here. So if they say yes, we add the new reactivation lead tag, this triggers them to get added to the new reactivation lead nurture sequence to get through the book and employment. And the reason why we remove this tag up here is because if we do a reactivation for a client two months down the road and they already have the new reactivation lead tag, then what are you things going to happen if this person says yes to the second reactivation? And we don't have this belt out here to remove the tag. Well, when they say yes, it's not going to add the new reactivation lead tag, which is then not going to automatically add them to the new reactivation lead nurture sequence. Right. The settings are all the same. We have this specific time from eight to eight. So that in case we send this out at 9 p.m. that the person in this workflow would not get the first message until 8 a.m. Allow reentry again, because we are going to do multiple reactivations for customers, allow multiple opportunities. We want that off and then stop around small as well. We want that off because they reply. We do not want to end the workflow. Okay, new reactivation lead nurture sequence. The end again, the message here is the exact same. The verbigenese messages here are going to be different here. So the whole goal of this workflow is to get that person that said yes, I'm interested in that free inspection or the offer that you're running at the facility to get them to book an appointment, right? So when we when they say yes, they get the contact tag added new reactivation lead and that's the trigger to get enrolled them in this workflow. So what we do is we remove all the tags besides the new reactivation lead tag. This is for tracking purposes, which we'll review after this folder here. We remove them from all of the workflows except this one. Okay, then we wait 0.2 minutes and then we sent out that first initial message to book in the appointment for us to go out to the home to have that sales consultation. Okay. So done, I reserved a and this is going to be a custom value where you're going to either most likely put voucher. I reserved a voucher for you and we can come out as soon as tomorrow around what time works best for you. Okay, then we're going to wait four hours the next day at 1015. Hey first name, it's your offer, right, from a custom value location is ready for you. If you're not available, let me know and please and we'll get you set up is morning or evening better for you. Wait four hours to the next day at 1030. It looks like we haven't been able to get you your custom value reactivation offer to location name. Want me to set a time for you so it doesn't expire a little bit of urgency and then one more at 1045 or home run. We're looking forward to helping get the most out of your voucher, but it's been a few days and it seems like your situation might have changed. I'll cancel today unless you let me know when you should come by. I hope to hear from you. Okay, so those are the four measures that we send to get the appointment booked and one thing to note here is this message here, we're going to put in the availability that the person can book in appointment. Okay, which I'm going to go through once we really customize this for you. It's this for client. I think it's very important to understand as it does help get a booking. Okay, last one here are the appointment reminders. So again, this workflow is the same exact workflow for the new reactivation appointment reminders for the booking snapshots, business booking snapshots, but this is the same one for the home one and again, the verbiage is a little bit different. So the trigger is the same is just booking the appointment on the calendar confirmed with the new reactivation lead. And then from there, we remove them from all the work flows besides this one. And again, we don't have a confirmation for the reactivations because you're going to be doing this all through text message. Okay, so you're going to mainly send out the confirmation message to them when you book the appointment. They're not going to be booking just straight through a funnel. We remove all the tags besides the new reactivation lead for tracking purposes. We add the booked appointment tag. We move them to the appointment booked sales pipeline stage. When you let the client know, hey, look, we just got a reactivation appointment or AI crushed it. And then we have our reminders, 48 hours, 24 hours, one hour, and 15 minutes before. Okay, it's all the same reminder messaging as the Facebook ad reminder messages. Okay. So we're reminding them the appointment in two days, reminding the appointment tomorrow, letting them know that we're on the way. And then 15 minutes, let them know the person out of text ready when they're ready to roll so that we can confirm the appointment and walk in. Okay. All right. So we're two down, two to go. Let's take a little break here and go to the dashboard. And let's just kind of run through the dashboard again as it's just a quick reminder. So the marketing results, reactivation results, referrals, website leaves, these are all the same. Okay. Google reviews is also the same as the business booking snapshot. So again, this is all tailored towards the campaign. So the only thing that's different within these boxes here is going to be the tagging, right? So the way that we're going to track our leads for the marketing results is if the person in the sub account has the tag new ad lead. The way that we're going to track the leads for reactivation results is going to be if the person has the new reactivation lead tag. Referrals is if they had the referral tag, right, for leads. What's that leads is if they had the web lead tag. Okay. Now everything else from there is the exact same thing. The only thing that's different is again, the tagging associated with the box here. So if I click on the edit widget here and we'll have to, this one always bugs out. I'll show you a way to get around this later on the training. But the only difference is going to see, you're going to see is new ad lead, right? If I go to, let's say I go to my unmarked appointments here for marketing results. The appointment stage here is going to be appointment booked and the tag is new ad lead. If I go to my reactivation unmarked, it's going to be the exact same appointment bookstates but the new reactivation tag. That's how we are making it specific on tracking for the customer. And then if I go to the referral, it's the same thing, right, appointment book for referral and then web lead website leads can be the same thing again, appointment booked Web lead. Where is why we have appointment booked for the unmarked appointment two guys is because if they don't mark their appointment, they're just going to stay in the appointment booked a pipeline in the opportunities, right? They're not going to move because they haven't canceled, they haven't shown, they haven't sold, they haven't no show, et cetera. Consolation is, again, sales pipeline appointment canceled, new ad lead, no show, same thing, just no show, appointment stage showed will be sold and complete. And then sold will be just sold here, and the stage is sold and then total contract revenue is going to be the son of the revenue and then it's going to be the sales pipeline sold new ad lead. So that setting, right, is the same for the opportunity, the only difference is going to be the tagging to make sure the numbers accurate. Now the Google reviews are all the same too. So we've got the negative reply, the positive reply, negative review and positive review just with tagging. So I pull these up here and I click edit conditions, tag is negative reply and our counter contact is updated on. Okay, that's going to be the consistent. So this is going to be positive reply tag. This will be negative review tag and this will be positive review tag. So everything is the exact same in the dashboard. Let's go ahead and go into the Google review and referral folder here to run through this and legitimately, literally everything in this section here is the exact same as the as the first business booking snapshot. The only difference in the entire section here is in the 2.1 appointment showed review requested. The only difference is the first message that we send the person after the job has been completed. They showed up, you showed up, they didn't sell or you sold them into the service. The verbiage in this message right here is the only difference. Instead of saying thanks for stopping by today, we say thanks for letting us stop by today. Right? That's it. Everything else is the exact same. Okay? So literally all of these automations are the exact same as the business booking snapshot. There's only difference with the verbiage is the first message here when we reach out to them asking for the review after they stopped by the house. That's it. Okay? So because of that, I'm not going to throw these automations because they're the exact same. But that is that folder there for the review and referral workflow. And then the last one here is the website workflow. So again, these are all the same automations, but the verbiage is a little bit different. So let's take a look at it. But again, this is the whole goal here is if we get a lead from the website to book them in for deployment. And as a reminder, the triggers here are going to be internal external. But you can create a form within a high level and put that on the website and then connect that as a new trigger. So that every time someone fills out a form on the website, it enters into this workflow here. Or you can use an external automation. What we've done in the past is we have figured out a way to where, you know, when someone gets a lead on the website, most of the time our clients get an email. So what we would do, and the email is the exact same thing. What we would do is we would create a forward email where every time the email came in with this subject line, okay, we would forward that email to an email parser. The email parser would then grab the information about the email. And then we would use that as a trigger in the zap to then add them to the specific workflow. Okay. So again, a lot of it, a lot of ways do that, but that's the way that we've done it. And it's very simple. So again, the workflow is the exact same here. We add the Webly tag for tracking purposes, as I already showed you guys on the dashboard. If they haven't booked an appointment already, removing from all the other work, work for those sides, this one, remove all the tag of sides Web lead, create the opportunity for them as a lead, wait for 3.6 minutes, and then we reach out to them, okay, to book an appointment to come out to their home to get taken care of, right? Second message here. Same thing. Try to book the appointment to come out again, take care of. Next day 915, same thing. Next day 10am, same thing. We're trying to book an appointment to come out for the offer that is on their website. Same thing next day. Same thing next day after that. Two days. And then our home run message on the two days, okay, settings of the exact same, a lottery entry, a lot of opportunities, top of response. And specific time same, because we don't control when these people enter into this workflow. So it's from 7am to 10pm, okay. The verge here is very similar to, again, the form submission for the new Adelaide, but it's just tailored to the website, okay. Poem of confirmation is the exact same. The customer books automatically on the funnel. We remove all the leads besides Web lead, the book deployment tag, and then we had that confirmation, right, to reach out to them, letting them know that we're going to be stopping by for the service. And again, this is the, this is going to be if the person books on the Web lead funnel there, okay. So it's just going to be the Web lead. This or the exact same as well, a lottery entry is on, allowable opportunities off, and stop and response is off as well. Okay, in the last but not least is the reminders. So this is just the whole goal is to remind this person, okay, of their appointment to increase the show percentage. It's the exact same as the other snapshot there. When we book an appointment, it's confirmed, we're removing from all the workflows, we remove all the tags besides Web lead, we add the book deployment for tracking in the context. You're going to see that, move to the appointment book stage, and these sales pipeline, we let the client know that we crushed it, we booked an appointment from their website, and then we had a 48 hour, the 24 hour, the one hour, and the 15 minute. And then we add another past due appointments so that we can let our client know about two hours after the appointment, in case they haven't already updated the appointment. So we know how things are going, allow random training on, multiple opportunities off, stop and response off as well. So that is the at home booking snapshot for clients. I went very in depth with that, but as you can see, the only nuances there are going to be in the new ad, the ads workflow, new reactivation workflow, new one workflow for the review and referral, and then the website workflow. The only different guys, the same automations, only thing that's different here is going to be the verbiage in some of the ones that I went over. And I went over all of them with you guys in that video. Great. So now that we've gone through both of the two snapshots, the business booking snapshot and the at home snapshot here, now I'm going to walk you through how to take this snapshot, put it into your go high level account, and then customize it based on your niche. Okay. So the first thing we have to do is we have to identify what snapshot you're going to be using for your client. And if we go back to what I've mentioned previously in the training, we have two snapshots. The first snapshot is for booking the prospects to go into the business. Okay. So think of it as an appointment based business, Med Spa, gyms, fitness facilities, nail salons, chiropractors, etc., etc., right. Those are the businesses you're going to be using this snapshot for. Now on the other end, we have the at home booking snapshot for clients. This snapshot is tailored for businesses where they're coming out to the home. So we think home service, like roofing, like HVAC, like solar installers, like pest control, like plumbing, like window cleaning, etc., etc., okay. So it's the first thing we need to do. Now if it's not clear already, just reach out to us and we can help you out. But if it's not home service, you should be using the first one. And if it is home service, you should be using the at home booking snapshots. So it's very straightforward. Now what we want to do is we want to take our snapshot and put it into your Go High Level account. Okay. So before we even talk about doing this, I want to explain what a snapshot is and how it's going to save you a ton of time in your process of doing this here. So a snapshot and Go High level is essentially Go High level copying all of the workflows, the funnels, the forms, the custom values, really everything inside of a sub account. Okay. And they're going to create a what they call a snapshot. And that snapshot is going to consist of all those things that were inside of that sub account. And so what you can do is you can take once we create that snapshot, it gives us a link. And so that link then can be transferred into your Go High level account. And then you can get that snapshot to then put that snapshot into a sub account for your customers. And so that's exactly what I'm going to show you how to do right now. So I'm going to show you how to do this for the business booking snapshot. It's the exact same thing for the at home booking snapshot. But it's very straightforward. The first thing you need to do is we need to take either one of the links, right? That we're if we're going to be doing the business booking snapshot, we use this link. If we're using the at home, we're using this link. I'm just going to do this link, for example. And I'm going to go ahead and paste this into my Go High level system here. Okay. Now once I have paste that link in there, it's going to ask me, do you want to import this snapshot in the account? And the answer is yes, we want to import this now. Okay. So I'm going to click this button and it's going to take that snapshot that I just went over with you guys. Okay. And that sub account. And it's going to put it directly into your high level account. As you can see, if I'm in my agency settings and go high level account snapshots, I'm on the imports snapshot section, we have the snapshot that was imported. Okay. Which is awesome. Now, what I need to do from here is I need to create what we call a dummy sub account. Okay. So this is going to be essentially your master snapshot for all of your customers because what we need to do now is take this snapshot, put it into a sub account of your high level. And then make customizations based on your industry. Okay. So now I'm going to create a sub account to put this snapshot into and then I'm going to show you how to customize the snapshot for industry to make it very simple. So in order to do that and to kind of go before we walk through how to make this sub account and you know, put the snapshot in the sub account, there's two views within high level. You have your sub account view. Okay. So you have your sub account view up here, which is essentially an account individualized for each one of your clients. Okay. Every one of your clients is going to have their own sub account. It's going to consist of their own workflows, their own contacts, their own opportunity section, their own funnel for the reviews and referrals and ads, et cetera, et cetera. Okay. Then you're going to have your agency view. Okay. The agency view is what we're in right now. And it's essentially just your settings for your entire go high level account. Okay. So yeah, let's make this sub account now. So we're going to sub accounts, we're going to create sub account. And then what I'm going to do is I'm going to take the snapshot that I just imported into the system, right? That you just did as well. And I'm going to go ahead and select and continue that snapshot. Then I'm going to add manually my sub account here. So we've got first name, last name, we have email, and then we have the business name. So you should make your this sub account called your agency name. Okay. Your agency name. And this is going to be called, so input your agency name here. Enter snapshot for clients. Okay. That is how you can basically have some nomenclature on the sub accounts. You know that this sub account is made for basically your master snapshot for your clients. It's going to be the snapshot you're going to be loading into all of your client sub account. Okay. You're going to put your phone, your address, and then at the very end here, we're going to put in our time zone. Okay. So I'll just do eastern for now. And then we're going to save. Okay. Add sub account and it's going to create that sub account and it's essentially going to take that sub account, right? That I just gave you guys and put it right into that sub account. Okay. So we've completed the first step here, right? We have completed this first step on how to take the snapshot and put in your go high level account. Now what we need to do is we need to customize this snapshot for your niche. This is a very straightforward process. There's going to be very few things that we have to customize for your niche because this is universal for both industries there that we've provided. But once we've done that, we're now going to go to our sub account. So the first thing I'm going to do is I'm going to go to the sub account here in the top left hand corner. I'm going to type in. You need to refresh to make sure that it takes some time to second for the sub account or the snapshot in the sub account to get created. Okay. So what does notifications here? Again, I'm going to refresh. As you can see, the sub account has been made, but now we need to go to it. Okay. So I'm going to take the name of this. I'm going to paste it right into here. It is still not showing. All right. So I'm going to go ahead and search this. Okay. So it has been created. Sometimes it takes a second to notify us that it's been created. I'm going to refresh my screen again. Go back to here. There we go. Your username, message, and app, and clients. Okay. So we're going to click on that sub account that you just created. They just put the snapshot in. And it's going to take us right over to this sub account here. Okay. So just like I went through on the business booking snapshot because of the snapshot that I took to enter into here, all of these things are going to be the exact same. And now we just need to make some edits to customize this for your own industry you're going after here. So the first thing I need to do is I need to change my dashboard name to include my agency name. See you right here on the dashboard. We have your agency name dashboard. This just needs to be changed to your agency name. So we put for our business GMN. You can put whatever your agency name is there and then you can click save. Okay. So that is the first thing that we need to do in order to make this customized for your business for your clients. Okay. Now if you don't see the option to even edit the dashboard, that means you have the $97 plan. Don't freak out. Don't fret. If you had $97 plan, that's okay. It's going to give you basically three sub accounts that you can use for your business. And so whenever you upgrade to the $297 plan, it's going to give you unlimited sub account access and then it's going to allow you to have a one dashboard per sub account. And that's why you guys can see here because we have an advanced plan that we can see the dashboard. We had the $4 plan which is a SaaS plan which actually gives us unlimited dashboards per sub account but we don't even need a little dashboards. We just need one because it's going to display all the information our customer needs to see how they're doing. Okay. So if you have the $97 plan, you're not going to see this. That's okay. You can just skip that step. Next thing here is the snippet customization. So let's talk about what the snippets are even are. So snippets are going to be used as what we call text templates. So when you are generating leads for your customers on Facebook, on reactivations from their website, from reviews, from referrals from reviews, you're going to be having a conversation with this lead to get them to book an appointment. We found that having a conversation with the lead, making the conversation and personalize really helps with your client's success rate to get the most amount of appointments booked for them. Okay. So what these snippets are, they're going to be basically pre-loaded text templates that you can use to when a lead has a question or a response they want to get taken care of. You can essentially just press on that snippet and it's going to take the response and load it right into the message to send over. Because what you're going to find is the prospects you're going to be nurturing to book an appointment for all have the same questions. Hey, where are you located? What is this offer consists of? What is the price? Who am I going to be meeting with? What am I going to be doing at this appointment, etc., etc.? And so over time, right? Once you get one to clients, you're going to learn very quickly what those most common responses are. And then you'll be able to create your own snippets so that you can then save time when you're nurturing leads. So that when they ask, hey, what's the price, you can just click on the text template and then have it load into the message bar and then send that message rather than typing the entire answer out. Okay. So it's going to allow you to save a lot of time when you are lead nurturing. And I recommend to get a client. And then once you get that client, again, lead nurture without the snippets to understand the most common ones. And then you can create your snippets. Now the other thing you can do as well is you can leverage AI. There's tools out there like cloud, like like chat GPT. You can simply ask chat GPT, hey, I'm working with insert business. I am generating them leads with this offer for them to come in or to get this service at their home. What are going to be the most common responses that can I expect? And how can I overcome them using the framework, acknowledging the response, moving on, and moving on to book an appointment? Okay. That's going to give you a very good idea of all of the most common objections or responses someone is going to have for you to answer and then how to properly answer those. And you know, I have a training fully on lead nurturing and how to get the best results for your customers. But I used a term they're called acknowledge respond move on. That's what we use internally for our sales team when we're booking appointments and also for our lead nurturing team. And what that means is when someone asks a question like price, for example, we want to acknowledge the response. So hey, that's a great question. We want to move on to get essentially what that means is we want to move on with a very vague answer. That also answers our questions. So that's a great question. We have a few options depending on your goals and budget. And when we meet, I'll go ahead and give you the best option that fits those. Okay. Then for move on, acknowledge for the response, we then move on with a question. So what time works best for you to come by for your consultation, right? If we have booked the appointment, our move on question is always going to be, hey, one week, one quenching for your appointment. Okay. But those are the snippets. Now, to find the snippets here, you're going to go to the conversation section. This is where all the conversations will happen with your prospects. And then you'll go to snippets and here they all are. Okay. All those snippets. So you have none here now. But again, you will be able to customize these once you have your first client to then add them in here. So you can have some preloaded responses loaded up for your customers to then make it more simple. Okay. Next thing I want to go through is what to customize in the automation section here. Now this is only going to be used for the business booking snapshot here because what the business booking snapshot for our industry specifically, we found a very good opportunity to get, you know, when we're nurturing our clients leads, we've got a lot of work to do. We found a great way to essentially get two leads for the price of one. And so what I mean by that is if we're generating leads on Facebook or during lead leads on the reactivation from their website or referrals, what we do every single time when we book an appointment through one of those channels is we ask our client or the prospect, hey, would you like him for me to add a plus one so you can bring a friend? And so what this allows us to do, again, is it allows us to get, you know, two leads for the price of one for our customer, for them to get more people in the door, for them to have more sales opportunities and for them to make more sales, which is so valuable for the business. And so what we need to do and be aware of is that this appointment confirmation message is really only going to be used based on the industry that you're going after. Okay. So if I go into my workflows here in the automation section and I check out my confirmation in the ad workflow new, the review and referral workflow new and the website workflow new, you're going to notice that one of two things here. Number one, I have a note here for us to identify and then in the message here you're going to see we have at the very end asking them to bring a friend or plus one. So where this makes sense, okay, to use is going to be a business where we're using this snapshot for this is not going to be used for, you know, a home service industry, but it's going to be used for the business booking snapshots. So really one of these types of industries that we're going to go after here. Okay. And it's going to only be used for those types of businesses that have a very high volume. So if you think about like a gym or a nail salon or a fitness studio or a rock climbing facility, those are very high volume businesses and it makes sense to, hey, which you like me to bring a friends you can add plus one because that business can take on multiple people at the same time. Okay. Now where it doesn't make sense is when you have a business that's really purely appointment, you know, one on one. Okay. And so we really see this kind of in the medical space think like a chiropractor, Dennis, right? Like you're not going to be able to bring in a friend with you to the chiropractor appointment because you're just going to be seeing that one chiropractor. Same thing with a Dennis, right? You're not going to be able to bring a friend in to your appointment at a Dennis clinic because the Dennis is only going to be able to see you at your appointment. And if you were right, they're going to have the schedule on time for that themselves to meet with the Dennis. So it only makes sense with a very high volume local based business. Like I've mentioned and have some examples down here. And so if this is just you, if you are, you know, chiropractor or working with a dentist or again, another one to one appointment based facility, what you can do here is, you can just take this out and you can say, looking forward, you know, to seeing you soon. Okay, so something very simple, but we want to make sure we take this out. And we're going to want to make sure that we do this in the all the confirmation messages. Okay, so in the referral, we're going to make sure we do this in the referral appointment confirmation and then last but not least the website lead. Okay, and that's all we have to change in the workflow again, all of the verpage in these workflows are very universal and they've worked for us for at for literally years. Okay, and it's extremely universal applies to all of those industries that we've walked through. Okay, so moving on here, we've gone through the dashboard, we've gone through the snippets, we've gone through the automation section. Now let's go to the sites. Okay, and guys, I'm really just going through again, the things that we have to customize for the account. Get her on this train, I'm going to walk you through once we get a client. Basically how we take this snapshot that we're customized right now, putting it into their account and then setting it up for them to ensure that it's running as smooth as possible to get the best result. But let's talk about sites. So what are sites? Okay, there's a lot of functions within the site section if I go to the sites. You have funnels, websites, stores, webinars, analytics, blogs, et cetera, et cetera. We literally use two functions within the sites. Okay, we use the funnels and we use the forms. And you're going to find, you know, a lot of high, there's a lot of, you know, features at a high level and again, simple scales, fancy fails. We do not use a lot of these features. We use a very few amount of them to get our clients the best result. It also makes it simple and scalable for our business in theirs. But anyways, we're going to go to the site section and most specifically, we're going to the funnel section. Okay, so we have two different funnels here. We have the ad funnel and we have the referral landing page funnel. Okay, the ad funnel is used to, like we've talked about if you're running ads for a client in your using a lead form, right? One site submit their information on the lead form. There's going to be a thank you page that then asks them to go book an appointment. Okay, and what's going to happen is we're going to then take, you know, we're basically going to, you know, shoot them to the scheduling page here to book an appointment, right? For the referral landing page, you know, when we ask for the feedback from one to five, someone says a five, we're going to ask that person if they know anybody, their network, you guys for a family or for a referral. Okay, we're going to have an offer to incentivize that person that they want to bring, but also we're going to incentivize that person by saying, hey, look, if you give us a name, the input, the information, what your name is, raffle, Tim, more times to get this very juicy offer. And so this is what the referral landing page is, right? We're going to, this is the link that they would send their friend or family member to get that offer, okay, for you to generate a referral for the business. Okay, so if I just take a look here at the first funnel, which is going to be the ad funnel, there's really only two steps here. We have the opt-in page and we have the scheduling page. Now the opt-in page for you is really irrelevant right now because, you know, if you're just starting out, you're just starting out in your business, you're not going to be running what we call conversion ads for your clients just yet. You're just going to be running lead formats. And so the difference between a conversion ad and a lead format is a conversion ad is, you're essentially, you know, it's the same exact objective. You're trying to generate leads for your customers, but when they click on the ad, they're going off the platform to a page, okay, to basically like a lead form page off the platform to submit their information. The reason why we don't run a lot of conversion ads is because Facebook had an update a few years ago, which is called the iOS update. And what this did was it basically restricted advertisers on Facebook's platform to get 100% accuracy after someone leads Facebook's platform. So what you can do is you can install what we call Facebook Pixel on these landing pages. And what that does is it allows, it basically allows Facebook to track off platform activity, right? So when you click on an ad, you can put a pixel on the landing page and then it can track that activity of that person that clicked the ad. So what I could do is I could create what we call a customer conversion. And if someone summits their information, I know that they're going to go to the schedule page. So once they enter that page, it's going to basically fire an event to Facebook to tell Facebook that a generated lead. Now the problem with this is that if you get 10 leads on your funnel from the conversion ad, Facebook's not going to track all 10 leads. And so the reason why that's a problem is because we don't have the best feedback loop to Facebook. And therefore, because of that, we can't get our clients the best result. And so the only way this really works with conversion ads is if you have a third party tracking platform like high rows or commonly. Now the problem with those two platforms is they're very expensive. And so it doesn't make sense when you're starting out to invest into those because they're very expensive. And it only makes sense once you have a stable business and revenue high up. And so long story short, that's why you're not going to be using the opt-in page. You're only going to be using the schedule page of this funnel. But it's still important to customize these things based on your market research. So when you identify the offer that you're going to be running for your customer in your market research, you want to make sure that you are going to update the opt-in page based on that market research and that offer. So if you find an offer that is being ran across a variety of other different businesses within your industry, the same ads, the same offer, they might be running a lead form or a conversion ad, then you want to model that because you know it works and people are spending money on it. Right? So you would essentially just replace what we have on this page here with the funnel that they're using to get leads for the business. Okay? Very straightforward. So we would change, you know, obviously this picture here, some of this verbi-tier would change this verbi-tier. You know, we would change the testimonials, etc. because it's all tailored for a gym, right? But you're going to model that funnel, right, of what they're already doing because it's working. That's the first thing to do. The second thing we would do is we would update the scheduling page ad funnel. And this is a very easy, very, very easy fix here. But you just want to make sure it makes sense for your industry. Again, so like for this funnel, we're generating leads for a transformation and so we're booking people in for an orientation. Now if you're running, if you're working with a car tractor, you're not going to be booking in people for an orientation. You're going to be booking them in most likely for a consultation. So what I would want to do is I would make very small changes to make this relevant for your business. We have four spots left. You know, schedule your consultation below and we'll reserve your spot. What can you expect from your consultation? You'll join us at custom value location name, custom value location address for 30 minutes, where we're going to share, where we're going to sit you down and see how we can best, you know, suit your needs. We want to make sure it's the best to fit for you so that you'll see the biggest results and transformation for yourself, just like our clients in the city. Okay, so like, again, very small, very, very small change we would make here to this, right? But we want to make sure it makes sense with our offer. Okay, and a lot of thing here you can do is you can just take this in the, you know, chat you can applaud and you can say, look, I have a scheduling page where people go to after they, you know, submit their information on Facebook. I'm working with this business, okay? They're coming in for this offer and it's a consultation. How should I change this wording right here to make it make sense for, you know, insert industry and then you would just say, leave the custom values the same because they're going to say the same for your snapshot there. And then it's going to come with something. And again, you want to make sure you want to validate that before you use it, but that's just an example that you can do. It's very easy and quick. Okay, so this is scheduling page. The third thing here, and this is only going to be applicable, okay, to the start grow cell at home booking snapshot. This is not going to be applicable for snapshot for the business booking because you don't need to thank your page for the business booking. But what I have found is we've had a lot of clients, you know, mentioned this to us and I've also seen this working a lot of different other agencies. But if you're helping a home service industry, okay? What they like to do sometimes is they like to make a phone call, okay, to the person. And before the appointment where they come out. So they use that phone call kind of as a confirmation, but also a kind of like a triage, okay? And so what you can do is you can create a thank you page so that when someone books in the appointment, they go to the thank you page, okay? In a way to do this and again, you really don't need to do this, but this is only for home service. And this is just an additional add on that can be used here. And what you can do is when you create the thank you page, you have it on our page here, you just, you know, click on the calendar and press on go to next step. That's going to allow it to then just go right to the thank you page. But anyways, what you can do is you can put the phone number on thank you page that they're going to be calling from before the appointment. What this does is it drastically helps you increase the pickup rate if they're going to call before the appointment. But the other thing too that they can do is you can also tell them that they can call the phone number that they're texting them from for the same reason, right? And again, that just allows the business to get more people to answer the phone before the appointment so they can do the triage. If the triage is even necessary, okay? Again, this is what some people do. I've seen a lot of this work in a lot of, you know, in a lot of the home service industry, you don't necessarily have to do it, okay? So if you're just starting out, I mean, I would just keep it as simple as possible, but this can be something you add on in the future. Once you get a few clients to make your system better, okay? That's the ad phone. The second thing that we want to do is the referral landing page. So there doesn't need to be any changes on this. I'm going to show you again when we get a client, you know, how to really set this up and customize it specific for the business. But as of right now, we don't need to make any changes right this. This is very standard across all industries as far as the often pages concerned. And then the scheduling page is just like the ad funnel, okay? So we're not going to do any changes to this opt-in page here for the referral. It is extremely basic. And then the scheduling page will definitely need to make some edits. Again, based on what I kind of talked about with the ad funnel. So if you're working with a car tracker, for example, you know, it's not going to make sense to say, hey, when you book an appointment, you know, and we confirm via text letting us know you'll, we'll be claiming your pass, right? It's not going to be a pass, so it's a car tracker. We'll give you one extra free pass for a failure in front of a member. So that might not make sense for your industry because, again, if it's a one-on-one appointment, you're not going to be bringing two people in at that same appointment time. But again, very small changes here. So like a for car tracker, we've only got three spots left. When you schedule today right now and confirm via text letting us know. So we've only got three spots left. Schedule your appointment today to reserve your spot. It can be as that simple, okay? Boom. But want to make sure we edit that on that page as well, okay, for the scheduling page. And again, the thank you page, this is going to be an addition. If you're servicing home service customers, the same thing as the thank you page for the ads, you can put on the thank you page there. The phone number that you're going to be calling from before the appointment or the number they can call immediately before the appointment. Okay. Now, let's move on here to the calendar customization. As you guys saw in the calendar there, it says Jim names. We want to make sure we can edit that real quick. So if I go to my settings inside of the sub account, then I go to my calendar. It says, Jim name booking calendar. So I'm just going to press edit calendar here and I'm going to then put in the, what of the industry I'm working with. So like pest control name, right? If I'm working with pest control, pest control company is going to be pest control name. And then you're going to edit that every time you get a new client in the sub account, which I'll show you how to do it a little bit. Roof her name, right? Met spa name, etc, etc. I'm not going to change it now, but you would want to just update that based on the industry that you're going to have here. Okay. And that's everything. We do not need to customize anything else within this snapshot. Okay. Where we're going to customize things is when we get a client and we put this snapshot into their sub account, we're going to make some things customized for the business, which I'm going to show you how to do this in a second here. But for the custom values, we don't need to do any any customization here. We're going to be doing this when we get the client and tagging as well, nothing there. All phone or phone number is nothing there because we're going to be doing that when we get the client. Okay. So that's all we need to customize for this for your master snapshot. Okay. So once you've made those customizations, this is now your own master snapshot that you're going to be using for all of your future clients to get. So now what we need to do is we need to make a snapshot of this sub account so that you can then load this exact snapshot into your client's account. So what I'm going to do here is I'm going to go back to my agency view. Okay. So I'm going to go back to my agency view and then I'm going to go ahead and head over to snapshots. So I'm going to go here and I'm going to account snapshots and then I'm going to create new snapshot. Okay. And I'm going to call this snapshot here, my agency name master snapshot for clients. Okay. So I'm going to put agency name master snapshot for clients. I'm then going to then select the sub account. So you want to select the sub account that you just made those changes in, right? For your industry specific. Put this here. Okay. It's your agency name. So I'm going to click your agency name and then I'm going to click next. Now from here, what I'm going to do is I'm going to select all the assets that I want to do. The snapshot to basically take into this, into this snapshot here from the sub account. Okay. So ad campaigns, you know, blogs, a lot of the stuff we're not using. But I go ahead, we want to make sure we get all the workflows. We want to make sure we get all the trigger links. We want to make sure we get all the tags, the surveys, the pipelines, right? The opportunity section, the funnels and websites, the forums, right? The folders. So I always just pressed all the custom values we want, custom fields we want, et cetera. So I just pressed select all, right? So it's going to select all the things that are in that inside that sub account and it's going to then basically copy those things and then create that snapshot. Okay. So it takes a second sometimes to create. As you can see, the snapshot has been created. So one thing that I want to talk with you about is once you create your snapshot, again, this is going to be the snapshot you use to load into new clients accounts. And in the next, you know, next part of this training, I'm going to show you how to basically take the snapshot and then customize it for you, the client that you have, really had to set it up for every single customer from top to bottom. But let me just talk about a couple things here that are really cool. So now we have our snapshot. This is going to be the snapshot we're going to be using for all of our clients. So as you can see here on the right here, we have a couple things that are really cool, right? We have this thing called Refresh Snapshot and then we have this thing called Push to Update to Link to Accounts. So let me talk about this first thing here called Refresh Snapshot. This is, you know, feature within high level is really cool. So what you're going to be doing, right, is you're going to be, you have this snapshot. There's going to be things that you update within the snapshot in the future to make it better, right? There might be some area of opportunity, you know, to add in a feature for a client to get them better results, maybe in a workflow, etc., etc., right? You're going to be learning as you get clients throughout this process, okay? They're going to have the best information for you as well when you start the process with it. But long story short, you're going to be making updates. So like you're going to be making updates into this sub account because this is the master snapshot you're going to be using for all future clients. And so if I ever wanted to make an update, okay, let's say I wanted to go back to this sub account and I wanted to, you know, I have my first client, for example, and I learned all the most common answers for responses when I'm learning to lead. So I added all those things in here. I added all the most common responses, you know, how much does it cost, where is the business located, who am I going to be meeting at the appointment? What am I going to be doing at the appointment, etc., etc., you added all those responses. What you can do is we go back to the agency to here. For future customers that you have to make sure that you, the updated snippets you put in your master snapshot sub account to make sure that those snippets go into future client accounts, what you can do is you can simply refresh the snapshot and it's going to then refresh the snapshot to take the most recent version of that snapshot, the most updated version of that snapshot and then freeze it right in time and copy all those things over. So it would grab all the snippets that you just created and then add into the snapshot there. So moving forward when you make the snapshot or when you add the snapshot to future clients, it's going to then include the snippets already preloaded into the customer, okay. Now for example, the same thing here. If you wanted to push an update to a link sub accounts, let's say you put in those snippets there, right. This is a feature that you can essentially push if you make an update to this right here and you refresh it, you then can then push update to other sub account or other sub accounts you've already put the snapshot into. Now there's pros and cons of this. You do need to be careful with this. This is kind of like an expert level thing to do when you have a lot of accounts, you have a lot of experience with this. I would at the start just do it manually, but this allows you long story short to push those updates into past sub accounts you put this same snapshot into and you really need to make sure that you do this correctly. So I just show you how to do this. You can choose the sub accounts you have linked and then you can select the assets that you want to push an update. So like for example, if I wanted to do the snippets, I could just choose the snippets. You then handle the conflicts and then you go ahead and push that to all the linked sub accounts. Now what you want to do is when you do that, you want to make sure, like you want to go to one of the sub accounts you have your customers and make sure that it updated in their sub account. If you are doing this within the workflows and you have a workflow that consists of a calendar and also an opportunities, when you push that workflow to another client, it's not going to automatically preload the calendar in a trigger or the opportunities in the workflows for the actions. So you have to mainly go in there and update those things. So again, you got to make sure you do this correct and you got to make sure you double check your work, but it is an ninja hack and it certainly does help with efficiency there. All righty, so we've done a lot of great things in this training. We've gone through both of the snapshots, workflows for the business booking and at home booking snapshot. We've gone through how to take those snapshots, upload and go high level and then customize it. Now what I want to show you is exactly step by step how to set up a client's account when you get a new customer with the snapshot. It consists of 16 steps and it is super straightforward, but there are nuances in it that I'm going to walk you through at each one of the steps here. So when we get a customer, what you are going to be doing is within the CRM snapshot that we provide you guys, the CRM snapshot is a snapshot we provide you guys where you can use this to manage your leads for your business. So if you look at the opportunity section, this is going to be filled with all of your own leads, right, that you generate your business. More specifically, if I go to sites and I go to forms and I go to the builder, there's going to be a form here called the onboarding form. So when we are taking sales appointments, when we make a sale, this is the form that we fill out on the sales call to essentially let our team know of that new sale. So more specifically, if I go to my automation here, we have an automation build out for you guys and that is going to be the wins automation. So when this form is filled out, we create or update the opportunity to sold, we add a tag sold, and then we send a slack notification. This can be a slack notification if using slack for your business or this can just be an email notification, doesn't matter. But essentially what we do is we notify our business of the new sale and this is what triggers us to start the onboarding process. We call it the pre-emboarding process for customer to get their high level account set up. And so this information consists of the full name, the owner's phone number, their email address, the location name, the location phone number, the location email address, the address of the location, what offer we're running, okay, if we're going to pay to add to reactivation. Now sometimes you're not going to get this on the call and that's okay. Most of the time it's going to happen on the onboarding call. So you don't get on the call, don't worry about it. The ad spend, if we're running ad spend, this will definitely be discussed on the sales call. If it's not though, it's going to be determined on the onboarding call. How much we collected today on the sale? If it's a split pay, what are the dates, the next payment's coming out? Did we collect the ad spend on the onboarding call? If we did not, we're going to collect this on the onboarding call. What is the term length? So is it a one month engagement? And then if they stay for the one month, it goes into four, it goes into 12, et cetera. What is retainer fee, the time zone, and then who closed the appointment? This is going to allow you to trigger what we call the pre-onboarding process, which really is getting everything set up for the client in their high level account, but then also for running ads in their ad account there. That is in the CRM snapshot that we give you guys in the tech setup video. We fill that bad boy out, and then that is going to trigger us to then start to make the client sub account. So the first thing we do is we get that information, and then we're going to go head over to high level. So I'm going to go to my agency view within high level. I'm going to go to sub accounts. I'm then going to go to create sub account. And instead of going into imported snapshots, I'm going to go into my snapshots because we just created a snapshot that's going to be customized for your industry. So my snapshots here, and then I want to use the snapshot I created, which is the agency name, dash, master snapshot for clients. So I'm going to select and continue. And then I'm going to manually add all the information that we just got on this form from the new customer. So there's my builder here. This is all the information that we're going to be getting from the customer. And I'm going to take the information and add it into the account here. So to make this simple, I'm just going to use my information. But first thing I'm going to do is the email of the owner. The business name. So what is the business name? We'll call this Jim name. Tampa. Just an example. Don't need to put the niche. The business phone, the address of the business. And then the country, and then last but not least, we're going to do the times on the business. OK? Now once we've done those things, we're then going to add sub account, just like we did when we imported the snapshot to then customize it. OK? And the first step is completed. We have successfully taken our own snapshot that we've customized for our business and we've loaded it into our client sub account. OK? All of our customers are going to have their own individualized sub account to perform all of these different services for them within the workflows. OK? So once I do that, I'm then going to go switch to the client sub account. Jim name, Tampa, Florida is the location that we're going to be doing. So I'm going to go ahead and switch over to that. And the first thing I want to do when I get a client is the A2P phone registration. OK? Now, before I dive into what the A2P phone registration process is, I want to talk about, you know, I really had to do it. I want to talk about what it is. OK? So this is the process that you are going to have to complete for every single customer, OK? To buy them a local phone number to perform these services. As you guys saw in all the workflows, there's a lot of text messages that go out for our clients to either get into the book, to reschedule, to get reviews, to get referrals, et cetera, et cetera. And so this is going to be the phone number that we're going to be using to text those people for those results. Now you're going to need to do the A2P phone registration process, excuse me, for every single client that you get. Now, one thing you want to make sure of is before you start this process, we want to make sure that we're using Go High Levels phone provider, which is called Lead Connector. OK? So if you haven't already done this within your Go High Level account, you haven't set this up. In phone integration, you're simply just going to connect it to Lead Connector. OK? Lead Connector is going to be the, again, the phone provider that High Level provides, and we've tried a bunch of them, and this is by far the best one, as far as, you know, deliverability, reliance, et cetera, et cetera for our clients. So that's the first thing we need to do, is we need to register the Lead Connector one time at the agency level, which I just showed you guys how to do. And again, you're only going to need to do that one time. So once you've done that one time, you don't have to do it again at the agency view. Now, in each individual sub account, you're going to need to do what we call the A2P phone registration process here. OK? So I have a full training on this down here inside of the course, and I'm not going to go through all this right now because it is a fairly a long process. But once you do it one time, it literally becomes the exact same thing for every single client. OK? And we give you guys literally a step-by-step, all of the SOPs on exactly the same thing what we do for all of our customers, you get approved every single time for our clients. So you want to make sure that you watch that video, and then you do that for your client. OK? And you're going to be doing that for your customer in the Settings section, and then you're going to be doing it in the Phone Number section. Phone numbers. Take a second here to reload this. OK. We'll do it in the Trust Center, and you'll start that process. So you need to do the brand in the campaign. OK? And again, this training right here goes over exactly how to do it step-by-step. OK? It's going to take you right into the school training within school. All right? So we'll do that. Now, once you do that, you'll have to just do your brand first. So do your brand, and then once you get approved for your brand, do your campaign. But we don't want to wait until the brand or the campaign get approved. We want to just start that process. Once we've done, once we've completed the application for the brand, we then want to immediately go to the next step here, which is adding the client as user. So now what we need to do is we need to take the customer that we just sold, and we need to add them as a user on their sub account so they can basically see how the results are going. One thing that's very important about this is that we do not want to add the customer and give them access to everything within the sub account here. We do not want them to see the automations. We do not want them to see really many things over here besides a few things. We want them to see the dashboard, the conversations, the calendar, contacts, opportunities. And that's going to be it. OK? So just these five things that we want to see. Something else that this allows us to give our client, we want it to be turned off. OK? So the way that we do that is very straightforward. I'm going to go to my settings and I'm going to go to my staff here. And this is where I'm going to add my customer as a user on this account. And I'm going to go ahead and do this split this screen here so we can follow along this sheet while we're going through this. So first thing I'm going to do is add the user. So I'm going to put the first name of the owner, the last name of the owner, the email and the phone number. OK? I do not need to select the calendar. So I'm going to go ahead and just put it in this information. Tester, tester, we're going to test her. And I'm going to click next. And here is where I'm going to give them access to the roles and permissions. And like I said, we only want to have access to these five things. I always start at the bottom and work my way up. So we don't want them to have access to WordPress, no user management, no transaction. There's so many things on the high level that are irrelevant here. So no taxes, no surveys, no subscriptions, no reputation. Now dashboard, we only want them to be able to view the dashboard. So we're going to click on everything off besides view dashboard. OK? So we need to leave the results you're joining them for their company. No quizzes, no QR codes, no products, no payment settings, no payments. Opportunities, we want them to be able to view and manage those. We want to make sure that we can view. They can manage, they can update the opportunity to either a no show or a cancel or a component complete or sold, et cetera, et cetera. Click off view manage bulk actions. And then if you opportunity lead value, you want that also on as well because they're going to be updating that when they make a sale. No memberships, no media, no marketing, no launch pad, no integrations, no gook collab, no funnels, no forms, conversations. We want them to view and manage those because there's going to be times we have to alert the client to step in to handle the response. View and manage contacts. We do not want them to be able to do any type of bulk action, which is essentially, you know, selecting a bunch of the contacts and then adding them into a workflow, et cetera. Take off communities, take off certificates, calendars. We only want them to be able to view and manage the appointments. So manage appointments, so manage groups, manage calendars, view appointments, counters groups, manage appointments. All we want to be able to have them do. No blogs, no automation. We do not want them to be automation section, no account tools. We do not want them to see the account settings or the tags, no AI agents. And then we want to change them to a user. Okay. So as you can see, it changed that back to everything here. So make sure we do that before that. So we're going to go ahead and just click all this off again. No descriptions dashboard. We just want view dashboard. No quizzes, no QR code, no products, no this, no payment settings, no payments, no orders, opportunities. Do those two things? Membership this off, marketing off, launch pad and negations, boom. Funnels, forms, conversations, contacts, take off view pool, communities, certificates, off, calendars. We just want manage appointments and view appointments, no blogs, no automation, boom. We want this off, no account tools, no account settings, and AI agents off. Okay. I would save. From there, I've created my user successfully. So now what I would do is I would edit and you can create a password for them as well. So advanced settings here and you create the password. And then what you would do is you would send them. So we actually white label our high level account. So as app, that gymroom is now.co. Once you create your high level account and their password with the, you know, you can have a white label URL, then you would send that to them in the welcome email. Okay. And that is all outlined in the pre-ombroring process. But that is what you do is you, you know, send them the log information and the welcome emails they can access to it, right? Then they only have access to these five things, which is the only things you want them to have access to. Okay. Now, depending on the onboarding call too, sometimes, you know, the client's going to want like their manager to be added on here. So you would just do that on the onboarding call and incident an email. That is the step by step process there on how to add the clients as a user. Now once we've done that, we want to start customizing our clients account. Okay. So what I'm going to do here is I'm now going to start customizing the dashboard. Now I've talked about this already previously in the training. But if you have a $97 plan with high level, then the dashboard is not going to be available to you. And that's okay. Okay. When you get past, when you get some clients and you upgrade to the 297, you'll have access to the dashboard and you'll have access to all of this here. So if you have an $7 plan, don't worry about what I'm about to go through and customize a dashboard. But now what I want to do is I want to make sure that all of my configurations in each box here and all my conditions are set up correctly to get to give the client visibility of how their results are going given the campaign that we're running them. So first, in foremost, is I'm going to go over to the marketing results. I'm going to click edit and I want to make sure that my configuration is count of contact. It's created on and then the comparison date range is right here. No comparison. Then I want to go to my conditions and make sure that the tag is one of new Ad Lead. When I get, when this prospect gets the new Ad Lead tag that tells me that they have similar information as a lead on Facebook, which now tells me I want to track that on the dashboard so we can see how many leads we've gotten our client. Next tier is I want to go to the scheduling tab. This is a one that you are going to, it's a case by case scenario, but we want to make sure that the metric is count of opportunity. The date property is updated on and then the comparison date range is no comparison. The reason why we have the date opportunities updated on is because your customer is going to be updating the opportunity section. If they show up, if they no show, et cetera. When we update that, we want to make sure that it's the most recent form of that so that when we choose the date range, it's going to then apply that contact within that date range if they update the opportunity section within that range there. Those are the configurations. The condition here, it does this for the schedule one, which I put a little note here for you guys if it does this for you. We've reached out to high level about this. It's just a little bit of a bug. If you're having a hard time with this one, all you need to do is delete this box and then re-ad it with the settings below. As you can see, it's not wanting to preload the stage here. What we need to do essentially is I just need to delete this and then I just need to add another one here. I would just add this from the top so it would be opportunities. It would then be opportunity count and then my advanced settings would be updated on, no comparison. In my conditions, as you can see, I would want to make sure that it's in the pipeline, it's in the sales pipeline. It's in the stage. The stage of the opportunity here, these would be stage, which I'm not sure why it's not let me do stage. We'll skip that one for now. Perfect stage is and then it needs to be is one of. It needs to be booked, no show, canceled, complete or sold. Those three. The last one here is going to be they need to have the tag. The tags is new AdLead. That's the section that we need to have here. You'll then save that and then it's going to go and update this automatically for you and then what you can do is we can edit the name of this to scheduled and then click save. Then I would just replace the schedule here and this is one of the ones we have to do it for. We have to also do it for one other one. That's what we would do. That is the conditions there. If I go back here, edit schedule opportunity, update it on, conditions, all these, new AdLead, save, solid. We have to do that for each one of these things here, which is completely fine. It's just not doing this, but all good. Then the amount of PowerPoint appointments, this one is going to be just good, kind of opportunity update it on, no comparison and then sales pipeline and as appointment booked, new AdLead. Again, when during the appointment book stage, they have it updated the appointment, which is how we're going to know if they've unmarked any appointments. Consolation, very similar appointment canceled, new AdLead that looks solid there. Kind of opportunity updated on, no comparison, pipeline is sales pipeline, appointment canceled, tag is new AdLead that looks solid. Now if we go to no show, same thing, kind of opportunity updated on, no comparison, sales pipeline, appointment, no show, new AdLead, perfect show, we're going to have to do the same thing here. It doesn't pre-pipelate here, so I'm going to just go ahead and delete and then I'm going to go ahead and add another one. So opportunities, we're going to do opportunity count, advanced settings, we're going to do update it on, no comparison and our conditions are going to be the pipeline is the new sales pipeline. The stage is going to be sold for a show or it's going to be also, it needs to be, is one of, is sold and also the appointments been completed. And then we want to make sure they have the tag new AdLead, okay, and then we're going to save. Then we just change this to showed, okay. So now we know that one is solid. Then for our sold should already be good, configure, kind of opportunity updated on, no comparison, boom looks solid. Sales pipeline is, stages sold, tag is new AdLead, the last but not least is our total contract value. So some of revenue updated on and then we have our sales pipeline sold new AdLead, okay. So again, this is just a little bug that happens with the, the, the showed and the scheduled. And we've already reached out to them about this, but those are work rounds in case that does happen to yours account as well. So I would do the same thing in the new reactivation results here. So again, it's going to be the exact same settings as the marketing results. The only thing that's going to be different is the tag in here, right. So as you can see, the reactivation is going to be the same thing besides the new activation lead tag referral, same thing with the referral tag and then Web lead. So I'm going to go ahead and do that real quick here and go from top to bottom. So kind of contact created on, no comparison, new activation tag, boom solid, scheduled, configure, kind of opportunity updated on no comparison. Awesome. So we're going to need to delete this one here too. Delete, we're going to add, it's going to be opportunities, opportunity count, kind of opportunity. It's going to be updated on no comparison. We're going to add the filter of the pipeline is a new sales pipeline. Then we have the stage here as well is going to be one of and then we're going to make sure we do book no show canceled complete and sold press save. Change those out and put scheduled here. And the last thing that we need to do is the tag is new reactivation lead, right. Perfect. And then I'm going to go ahead and update that solid complete unmarked appointments, edit, conditions updated on no comparison, solid there, appointment book and reactivation lead looks good, canceled, looks good, appointment canceled, new reactivation lead, solid. We have our no show, kind of opportunity updated on solid no show, reactivation lead. Awesome. I'm going to go ahead and assume this one did not update as well. Okay, no worries. So we're going to go ahead and delete this bad boy and we're going to go ahead and add. Again, opportunity count, it's going to be updated on our conditions are going to be the. This showed here like we've talked about. So we've got the pipeline is new sales pipeline. Then we're going to have the stage is one of. Sold and appointment complete and then we're going to want to make sure that our tag is new reactivation lead. Boom. Then we're going to go ahead and change this to showed and save awesome done. Then we're going to go to sold. Make sure this one looks solid here. Stages sold new reactivation lead perfect in our total contract value. Some revenue updated on fantastic sales pipelines sold reactivation lead. Great. So our reactivation pipeline is solid. Now let's move on to referrals and we'll do web leads as well. So we'll edit kind of contact created on tag is referral great schedule. We're going to have to update this one. So again, we'll just need to delete and then we'll need to add a new widget opportunities, opportunity count, count of opportunity. This needs to be updated on no comparison. Add the filter. It's going to be pipeline sales pipeline. This is going to be stage is one of and then it's going to be appointment booked. No show canceled complete sold and then our last thing here is going to be the tag is referral because we're in the referral section now. Awesome. So save and then I'm going to change this to scheduled. Boom. Flip these two around solid. Now we're going to move on to the unmarked appointments updated on count of opportunity. Put them book referral looks fantastic cancellation. Sales pipeline appointment canceled referral fantastic and then our no show kind of opportunity updated on sales pipeline no show referral great. I'm going to assume this is not updated. No worries. We're going to go ahead and delete this and we're going to do the same thing. So opportunity count kind of opportunity is going to be updated on our conditions are going to be the sales pipeline. The stage is going to be either is one of it's going to be sold and appointment complete. That means that the person showed up and then we want to make sure the tag is the new reactivation lead. Excuse me referral boom. Then we're going to change this to showed. Save and make that bigger and then our sold just double check make sure it's everything good. Look solid stages sold referral great. We're going to revenue updated on and we have sales pipeline sold referral fantastic. Now last but not least let's do our website leads and kind of contact created on we've got web lead tag great. Our schedule is going to be kind of opportunity updated on sales pipeline. This did not update again. So we will go ahead and do the same process here. So opportunities opportunity count. Make sure this is updated on. Then we've got the pipeline is sales pipeline the stage is going to be the five so is one of book no show canceled complete sold and then finally we want to make sure we have the web lead tag. Okay save and I'm going to change this to scheduled. Perfect and again you just want to check these when you're setting my new client account right. So that one's done. Then we have our unmarked appointments. So kind of opportunity updated on sales pipeline appointment book web lead fantastic. Cancelation should be the same thing only difference is going to be the cancel cancel appointment cancel stage. Awesome no show kind of opportunity updated on sales pipeline appointment no show web lead. And then we're going to go ahead and change this. Yep so we'll go ahead and delete this. And then I'm going to go ahead and add it so opportunity count. This will be updated on. Then this is going to be a filter so the pipeline is new sales pipeline. The stage is going to be is one of it's going to be either sold or complete. And then we're going to make sure that our tag is web lead. And we're going to save and then we're going to change this to showed. Boom done there. Then we're going to check our sold make sure we've got kind of opportunity updated on sales pipeline sold web lead fantastic and the last one here total contract value some of revenue updated on and then our conditions sales pipeline sold web lead awesome. Looking at the last one at least is going to be our Google reviews. These should already all be pre loaded. Click on edit here. Perfect that's that's fine cool awesome. So we're going to go to Google reviews and I'm going to make sure that these are all set up correctly as well. So long story short you know again we've had we reached out to highlight about this. They should already all be pre loaded in but you always want to double check to make sure it's accurate. So negative reply one through four count of contact. Updated on and it's going to be tag is negative reply. So that looks solid positive reply kind of contact updated on no comparison positive reply. So let's go here check that kind of contact updated on tag is positive reply fantastic negative review kind of contact updated on no comparison negative review. Perfect and then our last one here is going to be the five star view so kind of contact updated on positive review perfect fantastic. Say changes everything in the dashboard is solid we're moving to Groven we are done. Once we have the dashboard a set up for success and customized for your customer the next thing that we're going to take a look at is the automation section. And we're only going to be changing two things within the automation section because you've already customized your master snapshot in the previous training right we don't need to customize anything within the workflows as far as nurturing sequence is concerned because it's already set up for your success. The two things we're going to update in the automation sections are going to be hosted in the reactivation section. Okay so we're going to update in the initial reactivation message to get that prospect or an active customer re interested back in the business we're going to update that with the correct offer. Okay and I'll explain why we're going to do that here in a second. The second thing that we're going to do is we're going to update a picture on the first text message when they say they're interested that's asking the prospect the book of deployment which I'll go through here in just a second as well so you understand why we're going to do that. But let's first head over to automation and let's head into reactivation workflow new and then head over to the reactivation. PIC list here workflow. Okay so we're going to be updating this message right here and you're going to notice once we go through the custom values that we actually have a custom value specifically for reactivation offer. Okay and the reason why we do not import the custom value for that is because in this initial message we want the reactivation offer to be plural not singular. Okay so for example what you're going to put in the custom value if you're doing like let's say you're working with a gem and you're doing a free 14 day pass you would put a free 14 day pass okay. In this message we want to make sure that it says free 14 day passes because it says that we have a few of them right so it's a very nuanced very very nuanced situation there but again guys within business inches lead to miles we want to make sure that it is 100% solidified. So I'm going to go ahead and put in my reactivation offer here which is a free 14 day pass okay so we have a few free 14 day passes to give away today. That's the first thing I'm going to edit in this workflow then I'm going to click save in the top right hand corner. The next thing I'm going to update is going to be the schedule picture in the initial message here and the reason why I want to make sure that I can attach a schedule picture in this initial message is so that when someone gets this text message after they opt into the reactivation I want to make sure they can automatically see when they can come into the business for their appointment to get this offer. This is going to allow you to mitigate going back and forth with the prospect to find a time from the come by right rather than they can just look at the schedule picture they can see that they're open from X to Y and then choose a time to come by for that offer in the business here. And so what we do as you can see we've got a very long list of 114 pages from a lot of our customers. What we do here is we put a picture of our clients availability along with the logo of their business and the name of their business to make it look professional. So in this example I'm showing you guys I'm showing you how to set this up for a client and I'm going to show you how to set it up for one of our clients called Spar Houston. So I've already attached the logo of the business with the name and also their hours of availability. So you would want to do that same process for the customer that you're working with to ensure that this is 100% accurate. So I'm going to go ahead and I'm going to take a nice, screen shot of this picture here and then I'm going to attach the image, boom, open and then I'm going to click save and then save. Okay. That is all I need to update within the automation section, easy peasy, lemon squeezy. All right. So next thing that we're going to be updating is going to be the sites and funnel. Okay. I'm going to customize a few things here for the business that you are helping. So if we head over to the site section here, we have the ad funnel and the referral landing page here. So we're first going to go over the referral landing page and the first thing we're going to do is head over into the home section of the referral landing page. The only thing that we're going to have to update in the referral landing page here is going to be the top left hand corner, the logo of the business. Okay. So as you can see here, we already have custom values that we're going to be putting in later, which includes the referral offer and then also the custom values location name. But what I need to update on this page here is going to be the logo of the business to make it look custom to the business and also to make sure that the prospect knows when they go to this page that they're in the right spot, right? So all I'm going to do is I'm going to click on this element up here in the top left hand corner. I'm going to click the settings and then I'm going to go down. I'm going to go to brand logo here and I'm going to click on this image and I'm going to upload the logo of the business. So I'm going to select it in certain media and then as you can see, it's in the top left hand corner there. Okay. So I want to make this look a little bit smaller. So I'll go ahead and make the width down here, 350, which looks fantastic. Now one thing about funnels, okay. That is a very important metric here is that 99% of the people that are going to end up on this page are going to be calling on their phone. They're not going to be on their computer. And so as you can see here in the top center bar here, we have basically the view of the funnels. So right now we're looking at the view in desktop. I want to make sure that this is correctly edited for mobile views. So I'm going to go ahead and look at the mobile view to make sure this looks solid. And as you can see here, the picture is not updated. So I'm going to go ahead and make sure to upload that logo for the mobile view as well. So this looks solid. Perfect. That looks fantastic. We've had the nice, easy headline only through my vouchers left in the form. That looks great. Awesome. So it looks good on both desktop and mobile. Now once I do that, I'm going to go ahead and save. And then what I want to do here is go to the schedule page. There's really two ways to do this. You can go back to the funnel view and then just click schedule. Or when you're already in the homepage, you can just click right here and then go to the schedule page. The next thing I need to do is I need to make sure that my schedule page verbiage is correct based on the referral offer. Okay. So for this example, we are working with a gym in the referral offer, one with the reactivation offer is going to be a free 14 day pass. Okay. So I'm going to read this verbiage to make sure it is solid. And if it makes sense, I'm not going to change it. But there needs to be some new on changes. We can make those changes. So we've only got three spots left. When you schedule today, right now, and confirm the attacks, letting us know that you'll be here for your appointment to clean your pass, we'll give you one free extra pass. Okay. That makes complete sense because this type of facility can take on another person at their appointment. And so if they can get two leads for the price of one, why would that not offer that to them on the schedule page here? Okay. So I'm sure that this verbiage makes sense for your business, but it can be very, very straightforward with the industry they're working with. Okay. The other thing I would want to look at here is to make sure that this coloring is going to match up with the logo of the business. So the logo of the business has a little bit of orange in it. So I'm going to make sure that my text color here also has orange. Okay. And there's really two ways to do this. So I'm just going to change this to see what this looks like. I'll save this. But one really cool thing that you can do is there's some Google Chrome extensions on here that I used to have in my computer. And it allows you to essentially use this Chrome extension to see the exact color of what a picture is. And then it's going to give you a little code for that color. And then you can then upload that code inside of high level to give you the exact same color of the logo here, which is right down here. Okay. So I'll actually look this up real quick. Google Chrome extension to find color. Color picker. I'm going to go and add this to my Chrome and show you guys exactly what I'm talking about. This is a game changer, right? Because again, you know, customers are going to be picky about some of these things. Some of them don't really care. But it certainly does help with clients and results and just going to the extra mile here. So I take a look. If I go to all of my extensions here, I'm going to go ahead and pen this. I am going to go ahead and I'm going to go ahead and go back to, well, I don't need this yet, but I'm going to go, I'm going to go ahead and back to my home screen. And then I'm going to go ahead and look at this logo here. So I'm going to go ahead and pick a color. And I want to go right there. All right. I want to just get right on the logo. Perfect. So it gives me the exact color of the logo. So now I can go ahead and copy this little number here. And I can go right back to the schedule page. And then in my color to make sure that it matches verbatim, right? I can click on add, paste in this little code. And that's going to give me the exact same color, okay, as the logo. So it makes a look more legit. And then I'm going to go ahead and make sure that this looks solid on mobile as well, which it does. Okay. And then I'm going to go ahead and copy this little hack there to provide some more value for your customer. And then also make sure that the concurrency is there, okay? So that is completed for the referral landing page. Now I want to make sure I can do this on the add funnel as well. So when you're just starting out, when you're running ads, you're not going to be doing a conversion ad, you're going to be running a lead form, right? So that's the first page for the add funnel. There's going to be nothing to update here because you're not going to be sending traffic to this page to get leads. You're going to be using Facebook. They're going to click the add and they're going to have a format pops up. That form is going to be used as your opt-in page to get leads. And then once you get the lead, you're going to drive that traffic to this schedule page, okay? So you only need to change this if you're running a conversion ad. If you're just starting, you're not going to be running a conversion ad. You're not even going to worry about this. But just make sure based on your research, you should have arugnosed in the customization that your funnel is tailored, okay, to the offering you're running for the business. And you have a proof of concept from other people that are running the same marketing promotion for the industry. Okay. So I'm just going to work on making the changes in the schedule page. And so what I want to do here is that we're going to be running a free 14-day pass for this location as well on ads. All three offers are the same, which we sometimes do not do. Most of the time we do not do. But in this case, an example, I'm showing you guys how to do it with all the same offer. But I already know based on this offer that I want my schedule page verbiage to literally match exactly what I have on my referral page verbiage. I'm just going to go ahead and take this verbatim. And I'm going to go back. I'm going to go to my ad funnel. I'm going to go to my schedule page. And then I'm going to update this verbiage right here. Make sure that I can take this out. Boom, boom. That looks solid. Then I'm going to go ahead and make sure that I can change the color right to the correct color. So I'm going to my picture finder. And what I can do as well is I can just go right back to my referral landing page. Go to scheduling, go to edit. And then I can take this color that we have in here. Boom, which is the logo color of the business. Take that color, copy it, that little code, and then go back the ad funnel, go to the schedule, edit. And then I'm going to go ahead and ensure that this right here is the same color. Okay, save. Perfect. So it's updated. I'm going to save. And that is all I need to make sure of with my schedule page. So the schedule page looks solid. No. Referral landing page looks solid. The ad funnel looks solid for the schedule page as well. Now what I want to do is set up my domain for both of these funnels here. Okay. And so one really cool thing that we do with this that really mitigates cost as a company is we use the exact same link for literally. All of our clients for the ad funnel and also the referral landing page. Okay. And the way that we can differentiate this across all of our clients is we use the same URL link. But after the dot com, what we call the path, we change the path so that it's unique and specific to the location. So if someone clicks on the link, right, it's going to go directly to the link of that business, not another clients URL. So once I go through this, it's going to make a lot more sense. But we first need to go ahead and connect a domain. Okay. So if you have not done this already, what you first need to do is you need to go to go daddy. Okay. You can use also cloud flares well. We use go daddy. We've had great success with it. But you first need to go to go daddy. Okay. And you need to buy a link that can be universal across all of your customers accounts. So the link that we use is we use a link called reserve voucher dot com. Okay. You could have maybe reserve my offer or reserve my voucher dot co. It doesn't matter, but you just need to have a universal link that can be used for literally all of your customers. Okay. And you want to find the cheapest one as well. You don't want to spend a lot of money on this. So you go to find domain. You would then go to search domains and let's just see what we have on here. So reserve my voucher. Let's just say today. Let's see what that is. So her reserve voucher today. Awesome. So we have reserve my voucher today dot com for literally one cent. Okay. So I can go ahead and make this mine. And I'll go ahead and make it yours. It's going to add it to my cart here. Perfect. And I would then go ahead changes to one year. I don't need full domain protection. This is $11. This is $12. So I would go ahead and continue the cart. I do not need full domain protection on this at all. So I would take that off. I don't need a professional email as well. Just continue the cart. Okay. And I do not need just need this one link here. Okay. $23. I go to ready for checkout. I do not need full domain protection. So it keeps adding on there. Make sure you have that turned off. And sometimes it's going to keep doing it. And then you just buy. Okay. That's all you need to do. So make sure you can do that for your business. Make sure you have that URL. Now, once you have that URL, which you're going to do is you're going to go up here top right hand corner. You're going to go to my products. And then it's going to list out all the domains that you have. Okay. So you're going to click on this domain here. And what you're going to do is you're going to basically connect that domain. Okay. To the funnels within your clients go high level account. And so what you have to do this is you have to do this one time. Okay. So you're going to have to basically add the A record and a scene aim inside of the domain. The domain DNS settings one time. And in that way, that's going to allow. You know, high level to host this funnel on go daddy. That's how they connect the two systems together here. So what you're going to do is you're going to go to. That's your high level account. You're going to go to settings. And then you're going to click on connect domain. Okay. So once you have the domain purchased, you're thinking to type the domain in. So go ahead and do reserve voucher.com because that is our domain that we use for our customers. Go ahead and copy and paste this in here because I had the typos. So reserve voucher.com. Okay. And so since I've already done this, I've already connected our domain. If I look at the DNS records here, I've already mainly connected our domain. And I'll talk with you. Talk you through us so you can do the exact same thing. I've already did the a record. And I've already done the C name record as well. So if you click down here, add record mainly. There's going to be a video of the tour of you to watch. But it says set up your domain mainly by adding the follow records. So what you would do in this situation is you would go to your DNS settings for the link. You just bought. And then you would press add new record. Okay. And essentially all you do is just add in this information into the record. So this is an a record. Right. So I would choose a. The name of the record is an act symbol. Right. In the required value is this number. Once I do that, I would then click save. Okay. Now sometimes this takes you know a few minutes for it to link up. But you can refresh go daddy. And you can also refresh high level to make sure that it's working. But since I've already done this, as you can see, I've already had this record here. I do not need to do that again. But that's what you would do if this is the first time that you're doing this. It is not asking you to add the scene aim, which is. A new thing that I've seen. But if it does, you're going to be the exact same thing. So you would click add new record. You'd click scene aim. You would click. I will be WWE and then sites. Dot ludicrous dot cloud. Okay. Just like I have down here. And that's going to connect go daddy to your go high level funnel here. Your go high level account. Excuse me. So we click verify records. Okay. And then it's going to connect this link to your go high level account. And then what you're going to do from here is then you're going to connect the funnel to this link within your go high level account. Okay. And this is where we're going to create the pass inside of the funnels here to make it specific for the location. Because this is going to allow you to be able to do this for many, many, many locations, many locations. We use the same this exact same URL for over 100 locations. So we go back right now and we're going to sites. And then what I'm going to do is I'm now going to then connect the domain. So as you can see, I have reserved out here. I'm going to go ahead and click save. Now this domain is connected. Okay. So now what I need to do from here is I need to change the path. Okay. The path is what happens after the slash. So you can make it unique towards the location. So you're going to be two ways that you update the path here. There's two settings. One, the setting is right with the URL and the other one is below the page here. So what I'm going to do first is I'm going to click edit here. I'm going to click that little settings bar. And I'm going to change the opt in for my ad funnel to opt in location name. Okay. So it's going to be opt in. It's going to be the business names sparr Houston. I'm going to put one here because we're already doing this with our client and our account. But I'll just put one to make that more unique. So you would just have to do opt in dash sparr Houston. I just had this here because we're working with this client and we already have this in further business. So I'm going to click update. And then what I'm going to do here is I'm going to go over here below and I'm going to put the exact same thing in. Okay. And I'm going to click update. Okay. So now this URL, send your old used for all our clients is unique because the path is you need to the client. Okay. I'm going to do the exact same thing for the schedule page. It's going to be schedule and then location name. So we'll click here and we're going to do the same thing. Schedule location name. Update. And then we're going to do this exact same thing down here. Schedule update. Okay. And now we've got the ad funnel. Okay. Which is great. Next thing we're going to do is we're going to do the full image. So we need the exact same thing I just did within the ad funnel. And we're going to settings. Please look at the man. I'm going to click reserve voucher.com. I'm going to click save. And then I'm going to make the path unique to the location. So it would be right here. Referral opt in location. Update step. And then I'm going to do this for the settings below where the funnel looks. It's bar Houston one referral opt in boom. As you can see, we're making this unique too because we have the referral. So just the opt in right like the ad funnel had. So we're going to schedule the exact same thing. Spark Houston one referral that schedule that spark you should one. And then we're going to go ahead and do this for the settings down here. And then from there, we have completed our necessary steps to create the link for the funnel. So now this is hosted on the web, which is awesome. So I'm going to go ahead and just test my funnel, make sure it looks solid. Okay. And so as you can see, my double check, it did not look solid. So what I need to do now is I'm going to edit. And now since I have this created, so why we always double check, I need to publish this. Need to publish this to the web. Okay. So publish it once I publish it and I click on this link here, it's going to have the correct information. Now we have custom values. We have not updated yet, which we're going to be doing here in a couple minutes. But as you can see, we've got the logo, everything else looks solid. Okay. Go ahead and do the schedule page. Perfect. Everything looks solid there too. Now I'm going to go into the exacting of the ad funnel. I can go to the schedule page. It doesn't matter where you publish it. Publish. Go back. And then see what it looks like. Perfect. Money. So it's loading the calendar. As you can see, another opportunity. So you don't want to have that at the bottom, because we're not going to be equal. You would only include it at the bottom if there's testimonials for your customers. So I'm going to go ahead and delete this, because we do not need it. Click publish. Okay. So now our domain is set up on our site, which is awesome. The next thing that we need to do is update our trigger links. Okay. So I'm going to go ahead and take the referral landing page. And I'm going to take this link right here. Okay. This is going to be the opt-in page. That we want people referrals to go through from Google reviews to get the pass. Right. It's how we're going to get leads from our reviews from people saying the five stars. So what I'm going to do is I'm going to go to conversations. I'm going to go to trigger links. I'm going to links. And then I'm going to update my trigger link for the review or referral link here. Okay. So I'm going to click edit. And then punch in this link right here. Then I'm going to get the review. Okay. Review link for the business as well. And so you're going to be doing this on the onboarding call. And I'll show you exactly how to do this as well in case you don't know how to do it. But on the onboarding call, you were going to have the business. Other you're working with pull up the Google email that they had that's associated with their Google My Business page. Okay. So for our example, we have all of our accounts in our support email. Okay. So they're going to go ahead. If I was going to give access to basically you, okay, for our business, especially how to do that, then what they're going to do is they're going to click on the nine dots right here. They're going to go to Google Business Profile Manager. And again, this should be done on the onboarding call of your new customer that you get. Okay. And you should have a video that goes over how to do this because some clients will do it before the onboarding call when you send them the welcome email. So I'm going to go ahead and go over here. I'm going to go ahead and type in my business name to show you guys what I'm talking about. I'm going to see your profile. Okay. So once you're on senior profile, you're thinking of having them click on these dots right here. Be three dots. You're going to business profile settings. And then you're going to do people in access. And you're going to make them add in your business email. Okay. Business emails is very important for also when you're connecting and integrating their Google My Business account. But make sure they add in that business email. Okay. Now, when they're doing that as well. And, you know, if you can't do it on that call, that's not a big deal. But once you're setting up the account, what you want to do is you want to go to the location that you're setting up. This is an example of doing Spark Houston. And we want to go to their profile right here. And we want to get the Google Review URL link. And ideally, we want to get the Google Review URL link that is going to just pop up asking for a review when they click on the link. So if I look at Spark Houston here, you can see a little button here called Ask for Review. So I'm going to click on this right here and I'm going to copy this link here. Now, if I paste this in another tab, as you can see, when someone goes to this link directly, it's going to take them to leave a review automatically. So they don't have to go to their Google My Business page and then click on Write Review and then write through review. They just click on the link and it just asks them for the review, which again, provides less friction in the process, which is allow you to get more reviews and referrals for your customers. Again, inches, lead to miles in business and for your customers results. So it's a little hack that you can use for your clients, which you press Edit here and then you would paste in that link, okay, in safe. All right. Now, once we've done that, these are important because these trigger links are going to be hosted within your workflows like we've already gone through. So now once we've done that, we're going to go ahead and go to our automations and ensure that these links are updated in the automations where we're asking people for reviews or also for referrals, okay. So we're going to go to automation here and we're going to go to review and referral workflow. And the first one I'm going to go to is the review reactivation workflow. Okay. I'm going to go down to my positive reply, send review request. And I'm going to go ahead and highlight where the trigger link is, click on trigger links and choose the Google review URL. This is where we're asking for the review. Then I'm going to go into my referral message and ensure that this is the referral trigger link as well, which it is. So I'm going to save. And then last but not least is the second ask for the review. Just make sure that this is the Google review URL trigger link, okay. I'm going to click save. Now when we test the account, we're going to make sure this works. And so I'll show you how to do that here in a little bit. But that is the first part of the process. Then we're going to do this the same thing in the Appointment Showed and also the reply not recognized positive reviews. I'm going to do the exact same thing within those workflows. I'm going to go to the Appointment Showed. I'm going to go down to the positive, send review request. Make sure that this is the right trigger link. Go to the URL. Boom. Look solid. Do this for the referral as well. And then do this for the review. Save. And I'm going to do this for the positive. Reply here as well. Okay. Again, this workflow is used if someone replies back and the system does not catch it. And it's positive. This is where you're going to add that contact into here. So we've got the Google review URL link. We've got the referral. Okay, trigger link. And then we have the second ask for the review. Trigger link. Okay. And then last but not least, we're just going to make sure that in the 2.6 click the lever review workflow that the trigger link is the Google review URL link. And so I'm going to go ahead and unclick it and then click it. Press save. But I'm being by the boom. Perfect. So now we have our trigger links done. Perfect, perfect, perfect. The next thing that we're going to do is we're going to make sure that we set up our calendar. Okay. So now I'm going to go to the settings tab down here. And I'm going to click on calendars. And I'm going to click edit. And the first thing I'm going to do is change the calendar name to the clients business name. So I'm going to go ahead and do spar Houston. Booking a calendar, right? I'm going to click click save. Then once I've done and updated that, I'm going to make sure that I update the availability of the business. So in this example, I'm just going to make this fixed. The availability is 11 to 7 Monday through Thursday and then Friday it is 8 to 2. So if I wanted to change the times in here, you just click on it. And then you can just go ahead and scroll, you know, up or down the time and then change it to PM, etc. But I'm not going to do that because we've already made the hours of the ability like this on the initial message here for DR right here. Okay. So we just change that there. And then from here, what I want to do is I want to make sure that I update the necessary variables here. So what the slot interval is on the calendar is when someone opts in, okay, from an ad or they opt in from the referral landing page, they opt in from the website, when they get to that next page to book an appointment on the calendar, they're going to see a bunch of times that the business has available. And so what this does is it gives the times available to the business in intervals of 15 minutes. And so what this does is it gives the prospect of view that there's actually more time to choose than not. And so it's going to allow you to increase your booking percentage for your business. And so if I just show you what I mean here, if I go to sites and I go to the referral landing page and I go to schedule and I go ahead and click to show you guys what I mean. You can see if I click on Tuesday, I have a bunch of different options here. I have 11 11 15 writes in 15 minutes intervals. So this allows the prospect gives them more options, more options they have, the more likely they are to book an appointment, okay, get inches, lead to miles. So calendar here, we're going to go back, we're going to go ahead and edit. And we're going to go to a availability. So the 15 minutes is solid meeting duration. We always want to make sure we're not doing anything above 30 minutes, okay, that's for our industry. Reason being is because again, the more the longer the appointment is, the less slots you're going to have eventually when you book appointments to book more appointments for your customer. So if you look at this way, if I'm open from 11 a.m. to 7 p.m. Okay, and I have our appointment slots, okay. That means every day if I'm doing our appointment slots, I have eight hours of appointments or eight appointments or eight slots to book in. If I'm doing 30 minutes, now I have double that amount. So now instead of eight slots, I have 16 available times the book appointment. And so when you extrapolate that out to the whole week, that's going to be, you know, eight times five, you're 40 hours a week, that's 40 slots a week instead of 80 slots a week. And so because of that, you're going to have way more slots to book appointments, which means you're going to get way more appointments for your client, which means you're going to get more shows or going to make more sales, and everyone's going to make more money. Okay, so it's a very important metric to ensure you're educated on, but we have ours for the most part set to 30 minutes. Sometimes we even set this to 15 minutes, depending on how aggressive the customer wants this. The date range, I mean, this is like, this is, you know, we're pushing it here. This is like the longest it should be, but we have our date range set to five days. Okay, so if someone sees the calendar, they can only book five days in advance. And when we're nurturing leads for our customers in the conversation tab, we're pushing to book the appointment the same day, the next day or the day after that, at worst to ensure that we can get the highest show percentage. We had that as five days and then maximum bookings per day, we had this off. So it's unlimited, depending on when they're fully booked. And then maximum bookings per slot. Okay, so this is something that is a game here to we try to push our clients to do double or even triple booking in some cases, because again, the more slots you have available, the more plumage are going to book with the lead you're getting. But this is also a great, you know, ninja hack to get more appointments. So we have it set as one, which you probably will for the most part, but this is just basically allowing you to book more appointments at the same time. So you can allow two appointments at the same time, three appointments at the same time, et cetera. I'm going to make sure we update those. And then our forms and payment. We want to make sure that we have pre populated fields for sticky contacts. And this is a game changer. If you're running a conversion ad and they're filling out the form of the opt in page, what this does is if they fill that information on the opt in page, and then they go to the counter book and appointment all of their information will just pre populate so they don't have to reenter their information on the calendar page. Okay, this is not include lead form because lead form is not on high levels platform, but if you're already a conversion ad. Again, this is going to be down the road. That's super, super valuable for the business and getting more conversions and appointments. And then default. We just want to make a thank you message here that's simple. Thank you for your point, my request will contact you shortly to confirm your request, which is going to be the appointment confirmation. Okay, now if you're doing a thank you page on home service, you would change it to redirect URL and then you would have the URL in the link and then you can also set that in the funnel to okay. So again, if you're just booking the appointment to come into the facility, you did not need this, but if you're doing a, if you're doing a home service industry and you have a thank you page, you could also in the site section on the calendar page, you can make, you could edit. And then you can make your next step on the calendar. Either the action from the counter builder or you can just say go to next step and the next step would be the thank you page, right. So one of the ways you can do that either way is fine, but just to make sure you're educated on that. So we'll go ahead and go to forms and payment all that looks good. And then we want to make sure our auto confirm new counter meetings are turned on. This is very important because if you look at all the reminder messages, okay. This is part of the trigger. Okay, the appointment has to be confirmed for that trigger to even perform. So if I go to my automation and I click on my appointment reminders, okay. You're going to see that the calendar appointments and the this counter at the appointment status is confirmed, okay. And then with the correct tag. So it's always confirmed that is what is going to allow this trigger to go off. And that's in all of the reminder sequences there. So it's very important to have that turned on, which is why I've got that listed there. But it already has this preset for, you know, the snapshot. We provide you guys. Okay. Notification. Then it's all there. Notification and digital options. You know, really here we just want to make sure that we have a loud rescheduling and allow cancellation turned off. Okay, we don't want to have that turned on. So we're going to disable that. And then also to like, you know, we don't send Google calendar invites as well. We do everything to text to get the best result. If you want to link your clients calendar, okay, to Google or Outlook, like and do like a two way sync. I really don't recommend that because if they have access to the calendar and they, you know, mark everything off, you're not going to have many times the book and appointments. And they're going to ask you, well, why aren't you getting people to my door? And it's like, well, because you're marking your calendar off half to week. So I really don't recommend this. They need to have a part, you know, ideally they need a business. They need a person that can just take appointments in the company. Customizations, we don't do anything here. So everything else looks solid there. Next, we need to update our custom values. Okay, so we'll kind of go over what those are, too. So you have an idea. The custom values are, it's a ninja hack, right? And we went through this in the workflows, but you saw a bunch of custom values. You saw in the, you know, the form submission workflow for the new Ad Lead, you saw the custom value add offer, right? It was really almost in every single nurturing text message in that workflow. And so what this is used for is instead of putting the add offer, you know, in every single action, every single text message of that specific workflow and all the other workflows that are you're going to put the add offer in. And you can just put this custom value in that specific workflow where you want it to be. And then you can update this value with the add offer one time. And then it's going to take that information in the value and updated as many times as you put it inside of the workflows. Okay, so I'll just show you the add offer as an example here. I go back to my automation and I go to my new Ad Lead form submission. You're going to see that I have the custom values add offer mentioned right here. I have it mentioned in the second message in the third message in the fourth message, the fifth message, okay, in the sixth message, et cetera. I have it mentioned here. Almost every message in this automation, okay, so instead of, you know, mainly going in the automation and putting in the add offer every single time that you want to be in there, you can just put it in one time and it's going to take that value in the custom values and put it in that message. So our offer that we're going to be doing is a free 14 day pass for this business. Okay, so I'm going to go ahead and put that in there. The next custom value here, which is another game changer for you is the agency email internal notifications. So when we have workflows that are notifying our business, right, this is going to be the email that we want to get notified on. Okay, so for example, we have a workflow where we alert the user when our team doesn't know how to respond to a specific response for our client. We have it so that we notify the customer and we also notify ourselves the agency, okay, to keep the team accountable. So this would be the email that you want to get notified on. So what we use is we're going to we use Slack, okay, so for our business we have Slack. So we send those notifications of Slack. It does cost more money. So when you're just starting out, you can just send it to your email. I'd recommend sending it to your business email. So that's a support email or if that's just your business, the start is putting your email here. So I'm going to go ahead and put in my email here, which is Michael dot this thing gym dash. Okay, in safe. Okay, and if I just go back to show you automation, I go to ads workflow and just this example here because we do it in the Google review workflows as well. If I go to alert user, you can see that we send the client notification, right, to help out with the response and then we send our agency notification. To keep our team accountable so they're not doing this multiple times. And so if you look at two custom email, this is email, the custom value, right, that we're going to be we're going to put in the email. So I put my email in. It's going to go ahead and populate that automatically for the center to send that email to, okay, so custom values is good there. Agency email notification, okay, so this is the email, basically the from email you're sending this from. So if I go back to automation and just show you that same workflow when we send the customer a notification. From email, this is the custom value. Okay, so we're sending a lot of notifications to our clients when they book an appointment. Here when they canceled their appointment when we get them a Google review, et cetera, et cetera. So there's a lot of notifications in that in these instances. And so we want to make sure we can automate this to a degree. So from email agency email notifications, it's going to be the email that you want to send this from. So for our business, we're going to use the support email, but I would use this as your business email that you want to send this from. So I'm going to go ahead and put ours in. Update. And then the next one here is the agency name. So like when you send your notification from your customer to your customer or to yourself, this is going to be the from name of the email. So I just put our initials in here, just GM in. And then for the most part, if I go to an example, I already have the custom value there and then after that, I have support. If you look at the, let's just say the, when we book an appointment for ads, right, we notify our customer. I have the agency name and then I have support after it. So GM and support. Okay. Makes it look professional and simple. Then from there, the coach name. So this is the person that's taking the appointment at the business or that's going to be conducting appointment at home. And put this in. I'm just going to make a name up. I'll put Bradley here. That's going to be that person's name. Then we are going to have the email appointment notification. So this is going to be the email that we're going to be sending the notifications to. Okay. For the business. Okay. So this needs to be there either the, the owner's email or again, their support email. Right. So I added custom value and I'm going to go ahead and put this as my other business email. Alrighty. The next custom value we have is the location address. Okay. So where is the business located? Very important. This goes out in some reminder messages and also goes out in the confirmation message. This goes out in a lot of nurturing messages and also a lot of Google review messages. But we're going to grab the, the address of the business here. Okay. So I'm going to grab this URL. This address here verbatim copy and paste. Next thing is the city. This custom value here is, you know, the address in the city here. It's pretty, pretty cool how we do this for some of our customers. But when we're running certain campaigns, we actually on the schedule page will have, you know, the address of the facility and also city on here. So we use the city as like, basically like our local, local clients, right. So it makes it feel more personalized to the prospect to again get more conversion and then we'll use the, the location address there to say like, hey, what you're going to be doing at, you know, ex location for the appointment. So location city, we're going to go ahead and do Houston. And the location name, this is in a lot of nurturing messages and also the Google review messages. But this is just the name of the business, right. So we're going to go ahead and do spark Houston. And, you know, we have this as a custom value because sometimes this name is going to be different than what you have in this profile. Okay. So as you can see, like my location name as like a custom field is just gym name, Tampa, Florida. But the custom value is the actual business name. So, you know, most, you know, normally these are going to be the exact same. In fact, I'll just change them to make them the same. But we just use that for just in case they are slightly different. Okay. location phone number. This is going to be the location phone number. You're going to be notifying when, you know, a prospect is at the facility. And they're asking to be let in and we want to notify the business. Okay. Up that appointment or you're at a home and, you know, the person's ready. And so we want to notify the person that the person's ready. So I'm going to go ahead and take this number here. That's going to be the locations, the cell phone of the person that's going to take the appointment. Okay. And if I go and just show you real quick, automation. And I go into the lead assistance alert, you know, we add that tag. We notify the customer and tell them that they're at the location. And so that's that phone number there. Okay. Moving on to the second page, we're going to fill out some of these offers pass voucher class pack. This is for reactivation. So on that very first message, right. When we say that they've gotten the offer. This is used to make the verbiage specific. Okay. So like for us, we're going to be doing a pass. But a lot of you guys are going to be using the word voucher. Okay. So like if you're using, if you're doing like a hundred dollar off gift card or something like that, it's going to be, it's going to be a voucher. But we're using a pass in situation. So it's just the the nomenclature of what the, you know, grand scheme of the offer is. Right. So I'm going to put pass here and I'm going to show you exactly where that custom value is. So you understand why we had that there. So the new reactivation linear sequence in the first message there, done a reserve day. You know, if I'm doing a free 14 a pass, done a reserve the pass for you and it's valid starting tomorrow. Right. So if you're doing a voucher, done a reserve voucher for you and it's valid starting tomorrow. Right. That's all that is. And then we have on the last three here reactivation offer referral offer and the review offer. Okay. The reactivation offer is just what we're going to be using to in the nurturing messages to book an appointment. But also when we book the appointment for the notification. Right. And so again, we have this different. We don't put this on the initial text message because the initial text message needs to be plural, not singular. This is going to be just singular here. So add custom value. This can be free 14 day pass. My referral offer is also going to be free 14 day pass. And then last but not least is my review offer. Right. So that that raffle offer. How are we going to get people to how are we going to incentivize people to respond back to that message to see how their experiences on skill one to five. So for us, we use a very strong offer free one year. And you know, the cool thing about this is that not everybody gets this offer. So we want to make sure this offer is juiciest can be. Okay. We do free one your membership. Boom. So all of those custom values are updated for the location specifically. And again, you would use the information that for your customer that you're going to be working with import and input those for them. The next thing we need to do is we need to integrate our Google business profile and also our Facebook lead form. Okay. We need to go ahead and integrate our Google business profile because we want to make sure that we have their profile hooked up with their account high levels that when they get a review. More specifically a five star review. We can comment on that review for them leveraging AI. So what I'm going to do is I'm going to go to my integration section. And I'm going to go to my Google business profile. Okay. So the first thing I would need to do here is I would need to sign in with Google. So I'm going to first sign with Google and you're going to sign in with Google to the email that you had your customer as a manager on their Google business profile. So for our case, it is the support email. So I'm going to go ahead and connect the support email. Okay. To my clients account. Then from there, it's going to allow me to link a specific location. And so I'm going to go ahead and exit out of this. And I'm going to go ahead and refresh my screen. So I have my Google account connected. Now I'm going to connect the Google business profile. So I'm going to connect this. And I'm going to choose the business that I'm helping. So for our case, we're helping out spa. I'm going to take a second look. We've got over 200 on our account. So it's just taking a second here. All right. So we'll wait for this to restart this. So connect. Choose the group, which is Jimi. I'm going to now support. Let it load here for a second. And then while it's loading here, I'm going to kind of talk more about the next step that we're going to do. Once we do this, we're then going to go ahead and go to the reputation section. Go to settings. And then we're going to edit the review AI agent. So this agent is going to be the agent that's going to be used to respond to our clients reviews. And then we're going to make sure that we're only replying to our clients reviews that are five stars. Okay. We do not want to respond to anybody to anything that are less than that. Because what could happen is the person that leaves a review, maybe it's one or two or three or four, they could have a pretty personal experience that we want the business owner to handle. That response. And for the most part, you're not going to be getting. You're not going to be getting them any reviews that are less than a five. The only way they're going to be getting a review that's less than five is it just organically coming from their from their business there. So let's go ahead and find my location and connect this. And then after that, next thing we're going to do is we're connect the Facebook lead form. Okay. Specifically, we're going to connect the Facebook lead form to the new ad lead form submission workflow. So that every time someone submits their information on the form, they get added to that workflow to the nurture the lead if they don't automatically book on the calendar there. Okay. So here we go. We've got spar Houston boom connect can firm. Okay. So it's in progress. Next thing we're going to do is we're going to connect their Facebook page that's going to allow us to grab the Facebook lead form to connect it to that accounts. We've got spar Houston here connecting continue. Configure meal fapping. So we're going to map the fields of this form to make sure that it all makes sense. The first name is first name in here last name last name email email phone phone. Okay. Cool. So you want to make sure you double check this and make sure that the fields on Facebook are matching the fields within high level so that when someone feels out their first name, right. We're going to put that as the first name in the CRM last name, lasting this year email email the serum phone number, phone number, this year, etc. So confirm that. And there we go. Okay. So we have the Facebook page connected and we all for the spark use. We also have the Google my business page connected. Okay. Now before that you would need to connect your Facebook account, which is very simple. Just make sure you have it logged in there. And it's going to just basically allow you to connect the page to lead connector. It's a very straightforward process. Okay. So now we want to do is we want to go to the reputation section here. Okay. So we're going to go back reputation. We're going to go to settings of the reputation. And then we're going to go ahead and go to the reviews AI agent press on these three dots click edit and make sure that the review type is we're only doing it to five stars. Okay. And then click safe. That's going to guarantee that we're only applying to reviews. Better five stars. Then what we want to do is on the Facebook lead form go to automation. Go to ads workflow new go to the new ad lead form submission workflow. And then we're going to go ahead and delete. We're going to go ahead and delete this. We're going to add a new trigger and it's going to be the Facebook lead form submitted. We're going to choose the page. Spar Houston in the form is not going to be any it's going to be a specific form. Okay. Which is the form you're running ads. You're the form of using to run ads to for client. Then we're going to click safe. Okay. So now we have our integrations completed, which is awesome. The next step that we're going to do is buy a phone number. Okay. And this is a very important step. The ATP brand and can print campaign approval process takes a little bit of time. Takes a few days. Okay. And so obviously with our training, you know, we're giving you guys exactly step by step exactly what to do. But you want to make sure that you buy the phone number once this stuff is approved. So if this stuff, you know, if you're campaign in a and your brand is not approved, you can just go ahead and go to the next step here. But you got to make sure this is connected or approved before you complete this step here. Now, what I want to go through here is I can't do this in this sub account because if I go to phone numbers and I go to trust center, my brand and campaign are not approved. So what I'm going to do is I'm going to show you how to do this. And another sub account that we have that already has the brand campaign approved. Okay. So I'm going to go here and I'm going to just go to the phone numbers and just show you exactly how to do this. So once it's approved for you, you're going to go to manage numbers. Okay. So going to manage numbers here, you're going to click add number. Okay. And then what you're going to do is you're going to filter and you're going to do first part of number and then put in the area code of the business that you want to go after. Then press apply and then just choose a number with the area code. Okay. Ericode helps the prospect when you are nurturing the leads for your customers. Right. If it comes from the same area code, it helps with that familiarity, which again helps with the conversion to book the appointment. Okay. So again, instantly the miles. You want to proceed by. Okay. So we've got the phone number has been purchased. Okay. Now what we want to do is we want to the number of spot. Okay. We want to edit the configuration. Okay. So we're going to edit this configuration. And I'm going to do a couple things here in the settings that are very important. So I'm going to go ahead and ensure that the whisper message is turned off. Also the call recording is turned off. Okay. The whisper message all this means is that let's say someone calls into the business and we can set this number to accept incoming calls. We can, you know, sign that to a user. This is going to. So when someone, you know, picture the phone, there is going to be a whisper message and whisper message can say really anything. But it can be used, you know, for like where the leads being called from, who's calling in, etc. So for example, if we wanted the client to know who is calling in, what I would say is. Client, you know, lead lead. Lead name is. And then I can do contact full name, right? So like when they pick up a phone, we'd have like a robot that say, Lee name is Michael Visting and then the phone answer and then, you know, the person would know who's calling so they can have a conversation and address them by that name. Okay. We just turned off for clients because we don't use it, but that's just what it is. Color corning. We also had this turned off. Okay. Now we had this turned off because if you, if the clients can actually use a phone number to call, which we don't have our clients do. But if they do call someone in the account and the person picks up and it says, you know, this calls me recorded for quality assurance, it drastically decreases your conversion. You're going to have so many hangups. Okay. So we want to make sure this is turned off. And this is the same thing goes like if you're cold calling out of high level. Make sure this is turned off because you don't want it on incoming call time out and outgoing call time out. These are also very important. This is the amount of time that the phone is going to ring for when you're getting an incoming call. Okay. So we want this to be 30 seconds. And then the outgoing call time as well. So how long is this ring when you're making a phone call? Both 30 seconds. Then from there, you want to click save. Okay. So I'll go back to my account so we can continue this process here. Now the next step that I want to go through is the lead connector as the email services. Okay. So if I go to Spark Houston and I go to my email services, you're going to see that we use mail gun. Okay. And we use mail gun because it's where the scale that we're at for our company. But when you're just starting out, I highly recommend that you use you don't use mail gun. Okay. Mailgun. Mailgun is a little bit more difficult to set up. You want to just use lead connector. Okay. So lead connector already provides you with an email service to basically send your client's notifications and also send you notifications. And it's extremely simple to set up. I've got a training on it right here that walks you exactly through how to do it. But what you're going to want to do is you're going to want to make sure. Okay. That you are and I'll pull this up to so we can go over on a different tab. But you want to make sure that you are. You connect this at the agency view. So if I go back to switch to agency view, you go to settings. Just like you set up the phone integration, you know, you have it connected at the agency view one time. You're going to want to make sure you connect lead connector as your email service. Okay. One time. Okay. And this is also where you're going to connect your domain to send the email from. Okay. So the domain that you send the email from should be, you know, your businesses, your link. Okay. So I'll walk you through how to do this. It's super straightforward. I can't do it with in our current agency high level account because it's going to mess up all our meal gun stuff. But if I pull up another tab here, I'll just do a new window. And I type in high level. I'm going to log into our starker cell one here. Okay. Okay. Let me go ahead and log into our. Start gross cell one here. Okay. So what you want to do is again, you go to settings and you want to go to email services. We have a separate video on this, but I'm just going to walk you have this real quick. And then you're going to collect you know, select lead connector email system. Okay. Now from here, what you're going to do is you're going to go ahead and click on dedicated domain. Okay. And what you're going to do is when you have this in here, you're going to click add domain. Okay. So you click add domain. And you're just like you did when you connected your URL for your funnel inside the client sub account. It's a very small process. You're going to add your domain. Okay. To this right here. So I want to just do an example. You know, I'll just use, if I go to my domains here, I'll use manage my products. I will use another domain and show you guys how to do this here. So I'll use the g members now. Okay. So we'll go here. So I'm going to just paste this domain in. Okay. And you can put here just to know it's an email e.adverify. So what you're going to do is then you're going to add all of these records manually into your go daddy. Okay. So like if I go to, I'm on my g members now one if I want to go to my domain and I want to manage my DNS records here, I would then go inside over here. I would literally go one by one. Okay. One by one here and add all these records. So add new record. It's a text record. Okay. So I do text record. My host. So my name is this. And then my value is this. Okay. And I would click save and I would do that for every single one. Okay. Now once you do that, then you're going to go ahead and click on verifier records. Okay. And so it's going to come out to this is going to say not verified. And so you just want to make sure that you have all these filled out like we just went through manually. And then you're going to want to click verify domain again. And so eventually all of these should be verified. Okay. But that's the exact process on how to do it. Again, you just take you take your record to add new record and we use this for mail. So I'm not going to use this. We do it on here, but we do text. We do the host name. We do the values, etc. Okay. So you go to previous and really even get this. So e dot Jim members now co. Okay. And then you add verified add all those records there. So that is all you want to do in this one here. I'm going to go ahead and delete this as well, because we're not you can use this. So. Okay. Make sure this doesn't get messed up with us. Okay. So you would do that one time in leake connector. And then when you are in your clients account, right. You don't have to do that every single time. All you are going to do is you're going to then. Go to your email services and then just make sure that this the leake connector is connected there. Okay. Okay. So very, very straightforward and very, very simple. So I go back to the correct spark use and account. Perfect. Now once we've done that, that's going to be the email that you're going to use to send right to notifications, your customers and also you were then going to make sure that all of our workflows are published. Okay. So I'm going to automation here. And I simply just want to go through all these workflows, make sure they're all published. Okay. So all the these are published here. Fantastic. We then have a reactivation. All those are published great Google reviews. All those are published and then website leads. Okay. All those are published. Fantastic. Then after that, I'm just going to simply double check my work. So I'm going to go back through everything that I just went through. Okay. In double check. You want to make sure you double check everything because I'm telling you, we're all human and sometimes we miss things. And so you got to make sure you double check your work to ensure it's correct. So the first thing I do is just check my dashboard, right. So I'm going to click on make sure that I had the correct tags here conditions, new Ad lead, great schedule page. This is the one that doesn't want to work sometimes, which is a show you that workaround. Okay. That all looks solid there. And mark the appointments. Everything looks solid there. Conditions, point of view. Everything looks solid there. Okay. I'm going to show you Ad lead. Everything looks solid there. Kind of empty done. So complete. Everything looks solid there. And again, you can just look at what we have exactly over here. Everything looks solid there. Everything looks all there. Awesome. Okay. So I would do that exact same process for reactivation results, new reactivation lead. We have all of the stages there that we need. No show cancel complete. So perfect with a new reactivation lead. Point of book. Great. Cancel. We need the canceled stage. Perfect. We're reactivation lead. No show reactivation lead. We have sold. Complete with the rederexivation lead. We have sold here with the new reactivation lead. We have some revenues. This is called sold reactivation lead. Awesome. That looks fantastic. Google reviews. Okay. Which is down here. So let's take a look. We want to make sure this is the negative reply. Fantastic. Looks great. This is the positive reply. Fantastic. Looks great. Conditions here. Negative review. Fantastic. Looks great. And then we have the positive review. Also, looks great. Referral. Same setup. But just the tagging is going to be different for all of these ones. The marketing reactivation results in Web lead. Referral. Great. Scheduled. We've got all of these in here. And we have the referral tag. Great. A marked appointment. Point of book. Referral. Great. Great. Great. Great. Great. We're moving and grooving here. Put the canceled. Great. Referral tag. Boom. Conditions. No show referral. Fantastic. We've got showed. We don't want to do reactivation results. We're going to go down here. So we got a showed. Referral tag. So complete. Great. We have sold. Solder. For all great. And then we have total contract revenue. So great. So awesome. Web lead. Web lead tag. Great. Scheduled. Everything here with the Web lead tag. Great. We've got unmarked appointment. Point of book. Web lead. Great. We've got the cancellation. Web lead. Great. Okay. We've got a Pumino show. Web lead. Great. We've got showed. Boom. Great. We have sold. Great. And then we have total contract value. Awesome. Everything looks solid in the dashboard section. Then I would go to automation. Check my reactivation. So make sure my offer offers in here. Few free 148 passes. Awesome. Looks great. And then I've got my schedule picture here. Perfect. Great. Awesome. Good there. Next thing I would do is go to my sites and funnels. Double check this. Make sure the links work and everything looks solid on the pages as well. Okay. So links are working. Claim your free 148 passes bar Houston only through out just left. Some of your information below looks a money. Perfect. Looks fantastic. I'm going to go to my ad funnel here. Okay. Schedule page. Edit. And. Okay. Oh man. Great. Looks fantastic. Okay. Looks great there. Domain also looks good. They're firing trigger links. We're going to go there. Make sure we've got the correct ones in place. Sorry. Google review. We've got boom. The review. It was about your boom. So let's just click on those. Make sure they're correct. Okay. So Spark Houston. Yep. And then we've got reserve voucher. Great. Those look awesome. And then we're going to go ahead and just double check in the review workflows here. So double check. So we've got the five. Okay. That is the review one. I remember that it had the five at the very end there. X the ring for a for all five of the three and for view. Perfect. Showed. Same thing here. Five X five. Okay. Perfect. And then the positive reply. We're moving and grooving five X five. Perfect. Those look solid. Double check to make sure that this works. Go over perfect. Money, money, money. Okay. Calendar now. We're going to check out the calendar section. And we've got the right booking calendar. Let's make sure we've got the correct name. Perfect availability. Looks good. Overall, all that looks fantastic. Pre-populate. Thank you. Thank you. Thank you. It's good auto confirmed new appointments. Awesome. Off. We want to turn off a ladder scheduling or canceled. No connection. No customizations. Looks great. We're then going to go to our custom values and ensure things right. So add off for free to pass. Great. Agency email. Great. Looks good. We're going to send notifications to the agency internally notifications. Agency email notification. We're we're going to be sending email from. Looks great. Hc name. Looks great. Coach name Bradley. Looks great. We're going to be sending the notifications here for the client. Looks great. Location address. Looks great. Location city. Looks great. Location name. Looks great. Location phone number. Looks great. Pass voucher. Class pass pass. Looks great. Reactivation offer. We go. Looks great. Referral offer. Looks great. Review offer. Looks great. Awesome. Custom values. Solid integrations. Let's go back to our integrations. Make sure everything is connected here. So we've got our Google My Business page. It's a bar Houston. We've got our Facebook page. Spark Houston. Great. Facebook form mapping. We've got this on and it's also. It's at its fields. Make sure all those looks good. Yep. All those look fantastic. Great. We've got our phone number. Right. We want to make sure we don't have that. We can double check all the settings in there. So I'll just go back to that account. Okay. So we're going to go to phone numbers. Manage numbers. And we're going to edit. Make sure all of our settings are solid. Okay. So incoming call no. Caracord and whisper that looks solid. And then I want to make sure one of the thing is my. Advanced settings here in SMS compliance. We want to have both of these turned off. I'm not going to turn them off in this account here, but have both of these turned off. Okay. Turn off both options. And then we want to make sure that our messaging limit is ideally 10,000. Okay. Okay. So something that that's what we double check. So make sure that those are correct for your number. And then lead connector is connected. Again, you're going to you have to do the process. I showed you the agency view. You have to do that one time. And then you just simply just make sure once you have that done one time and it's verified. Just make sure that lead connectors connected here. Okay. And then let's make sure all the workflows are published. Okay. So I missed any. All those look published. Yep. Looks good reactivations looks good. Google review looks good. Web leads. Let's take a look at our web leads. And they look good. Awesome. So we've got our entire account setup, which is awesome. Now what I want to do now is I want to then test all of my workflows. Okay. I'm sure that the custom values are pulling in the links are working for the trickling, etc, etc. But also so you guys can kind of see how this works in real time here. So the first thing I'm going to do is again, I don't have a number on this account here. So I literally set this exactly up the same way in another account. And so I'm just going to pull this account up. But if I go to this other account, which is the same one, you would just do this in your clients account once you have your phone number for the sub account. The first thing I want to do is I want to test my Facebook lead form. Okay. My basically I want to test all my automations in the at like my Facebook. Work flows here. So what I want to do is I want to go to a tool here called the Facebook lead form tester. Okay. It's a link right here. So you're going to go to this link. And this allows you to test your Facebook lead form. So you're going to click this tool here. And it's going to pull up a page that gives you access to all of the pages you're connected to in the lead forms that are associated with the link. And then it's going to allow you to basically test the lead form. Okay. So I want to first I want to click the page. I'm going to click on spar. Okay, so spar Houston. This is the page right. They want to make sure we have the correct form. So this is the same form. Right. Let's just check our the same form within. This is the other account here. Okay. So this is already connected, you know, in our clients account, but this is just the other. This is the same snapshot, right. And the same information loaded into another snapshot with a phone. I'm already provided. So you guys can see the test. Okay. So what I'm going to do is I'm going to create a test. Okay. So select a quick page to leave myself as a contact if I already haven't already. And then what I'm going to do is enter in my information here. Okay. So here's my information. Okay. And I've already submitted myself as a contact. I'm going to go ahead and take. Boom. No email test email. Perfect. So I'm going to submit my information. And what I want to make sure of is that when I submit my information. If I go to automation, that this gets added in the workflow. So if I go to my, you know, again, there's going to be no texting in here. But it's, yeah, it's added in the client account, which is great. Okay. So now if I click on this right here, what I want to do is if I go back to my sheet. I want to make sure it enters into the new Adelaide Form submission. Okay. So then the next thing I want to do is I want to click on this little contact here. Okay. And then also go back to the actual automation within this account. Active or enrolled. And then what I can do is I can go to the builder. And you can see verbatim where I have where I'm at in the process. So right now I'm waiting my 3.6 minutes. Okay. To book on the funnel, right as the lead. So if you want to just test things to make sure that they work, what you can do is you can go to enrollment history and then go to the contact name. And then you can move people forward into the next step. Okay. So I want to make sure that the text message looks good on the first message there. I can just push the contact to that text message and make sure this looks good. So as you can see, you know, if I go to my builder, everything has happened up until the next day, 845 because it pushed me through. Michael, thanks for showing interest in our free 14-year pass at Spark Houston. What time works for you to come by to claim to buy to claim it? Bradley. So everything, all my custom values are triggering and working. I'm in the new lead section. Now what I want to do is I'm just going to book myself an appointment to make sure everything works as well. So my go to appointments. I'm going to click add and then I'm going to go ahead and book an appointment. So I'm going to book my appointment for Monday at 11 o'clock. I'll just book it and I just want to make sure that when I book myself as an appointment. Update. Okay. Cool. So if I go down to the automation, you're going to see. Pass workflow 0.1 new Adelaide Forms submission. Okay. That worked. And then I want to make sure that. Okay. So I'm in the. If I go to my opportunities here. I am in the appointment book stage and now I'm in the appointment reminder workflow, which is perfect. Okay. When you book someone manually through the, you know, through a conversation, the confirmation is not going to go out. Okay. So this is where I would then send a confirmation text. Okay. And so we use a pretty simple one, but it's like awesome. I do booked in for Monday at 11 a.m. You know, 11 a.m. Our address is and then I would import a custom value, which would be the location address. Okay. So I'll just pull this. It's going to see. Is this and then I would would you like to add a plus one. So you can bring a friend or family member. Okay. So the cool thing about this is that you would, you know, obviously once you do this for one client, you're going to learn all the most common snippets that you need. And so to just if you have an appointment confirmation snippet, you can create that. And then you can just click on snippets and then just click on confirmation. And then you can just literally, it will just copy and paste that in there and you just click, click send. But I'm going to go ahead and send this. And then as you can see as well. Right. So here's the text message that I got. Awesome. I got you booked in for Monday at 11 a.m. Our address of this. Okay. Great. So all of that works. And now the cool thing about this, as you can see, is I had the new Adelaide, booked appointment and I'm in the reminder workflow. And if I go to my dashboard, you can see as well. That there's one lead in one scheduled appointment in one mark appointment. Okay. The reason why it's on marked is because it's in the appointment booked showed. And this is where we want to edit things. So there's one show appointment. Perfect. So there's a little bit of a bug here. As you can see. So the show, if I edit this, this is why we always test. It only needs to be complete and sold safe. Okay. So as you can see, that's why we always test this. But this is the correct information. Now the show is acted accurately. And I can probably, you know, guess if it did that with one time, it's going to do with all of them. Yeah, it did. So this is just a little bit of a. This is just again, a small bug. That is why you always test things to make sure they work. Edit conditions. Make sure you did this for all of them. Okay. So sold complete safe. Okay. And then we'll do this one down here. Just a little bit of a bug. Okay. So we got there. Cool. And then we'll just make sure that the scheduled is solid here. Yeah. Okay. Cool. So that's solid. As you can see, all that's correct. Now what I'm going to do. Just so you guys can see how all this works is I'm just going to say, you know, my my appointment canceled, right. And as you can see, we've got the client notification. So Michael Vising just booked an appointment and it's to my email here. Free 14 day pass for Monday, 715 to 11 am. Email phone number notes. Location name. How cool is that? How cool is that? Right. So you don't find the client. And if I go to my actual email as the client, right. So you guys can see. There you go. How cool is that? Right. So there's just, you know, so you guys can kind of see how some of these things work here for the automation. Now the next thing I don't want to do is for this contact, I'm going to go back to the contact that booked the appointment as a prospect. I want to say that let's just say, okay, that I had to cancel my appointment. Okay. So I'm going to go ahead and there's two ways for this to happen. I can just drag him in the opportunity section. So let's we'll do. Or you can update the appointment status. Okay. So I'll show you how to do this both ways. But let's just say, you know, I can I cancel my appointments. The first thing you can do is you can go to appointments. Okay. You can click on edit here. And then down here, you can just change it from confirm canceled. Okay. That's going to trigger the appointment status workflow. Or the other way to do it. Is in the opportunity section. So you can edit the opportunity right here and then change this to the stage to canceled. Okay. So I'm going to change this to cancel. And so what we're going to see. Is the opportunity was updated and the appointment has been canceled. And now if I refresh my screen, I should be. And I'm doing this right, you know, all down here. I should be in the canceled nurturing sequence, which is perfect. And I should have got an email from my friends. And I'm a customer letting them know appointment canceled for Michael, right. So how cool is that. And then if I go to my dashboard, you're going to see that there will be a lead. There will be a scheduled appointment. And then there will be one canceled appointment, right. So we know that that is working. Everything works in that workflow as well. So now we are solid there. So we're good on the cancellation one. Now what I'm going to do is I'm going to reschedule my appointment and then I'm going to say that I know showed. Okay. Just so we can run through the process. So I'm going to go back to contacts here and I'm going to go ahead and reschedule. Okay. So reschedule edit. Let's say that I want to reschedule for the same time on Monday. I'm going to change this to confirmed, right. Because that's the only way that it was going to add it back in the reminder. Obviously, you know, the project would say, you know, if they want to reschedule. Yeah. You know, I want to come in at 11 a.m. on Monday. You know, there is schedule message. Right. So we were then rescheduled them. Save. And then what that's going to do is it's going to remove the cancel appointment tag and it's going to add them back to the appointment book tag or a stage of the pipeline. As you can see here. Point of book stage and then it's going to add them to reminders. And if I look at my dashboard. I'm back in the scheduled with an unmarked appointment. Okay. Now what I'm going to do is I'm going to go back to my contacts and just say, oh my gosh, I canceled. Right. So the customer would be updating this. The customer is going to be in the opportunity section. And what they would do is they would just click on the card here in the opportunity section. And they would plus the stage and they would go click on no show update that. And then what's going to happen is if we go to the contact. So you guys can see how these workflows work is the. Okay, we're going to. Refresh this. Okay. So the leads currently in the appointment updates, the status updates going through that workflow. And then we're going to add it to the no show workflow. It's going to remove it from the reminders. And then it's going to add it to the appointment no show, which already did an opportunities. But it's just taking a second to to load here. Okay. And then there you go. So took a second. So there's the first message of the appointment no show. Hey, Michael, sorry, miss to you for your appointment. Again, this would be like after the appointment occur, but I was showing you guys how this all works together. Hope everything's okay. What time next few days? Best for you. Right. So that all worked well there. New Adelaide booked appointment no show in the no show in your drink sequence. Here's all of our past ones and opportunities. If I go to the dashboard. Then you're going to be able to see that we have a no show in there. Okay. So I've got one scheduled in one no show. Okay. So let's go back to this again. And let's just go ahead. Hey, Michael, I miss you for your appointment. Hope everything's okay. So let's just say that I want to reschedule again. So I'm going to say I want to come in. I'm sorry. I can come in at 11 a.m. Monday. Okay. Send it over. Okay. So then we'll go ahead and reschedule this person. So appointments edit. Change this back to a confirmed and then Monday 11. We're going to go ahead and save all that's good. And then I'm going to go ahead. It's going to go into the appointment. You know, I'm going to go ahead and go in right into the appointment reminder sequence. Okay. So I got my opportunity updated to appointment booked. And then I'm going to go ahead and then I'm going to be in the appointment reminder workflow. Perfect. And if I go back to the dashboard, then I'm going to make sure, as you can see, I want to be in the lead section in the appointment booked. And then the unmarked appointments. Okay. Perfect. Everything's working. Awesome. So I'm going to go back here and I'm just going to assume. Okay. I'm going to assume that I was sold. Okay. So I'm going to assume that I was sold. So the customer is going to be updating this. The customers also be updating if they show. So the way they're going to do that is they're going to be in the opportunity section. And let's just say, you know, they were sold. So we're going to update this. And we're going to change this to sold. And then we're going to update the value of the contract. They were so long. It's going to say $3,500. Okay. We're going to then update. So that if I show you what this looks like, if I update my screen here, it's going to take them to the sold pipeline. And then if I go to my dashboard, we're going to have a lead schedule appointment showed a sale and then the value of the contract value of the lead that was sold. 3.5K. How cool is that? Right. Everything is firing and working extremely salt. That is how you test to make sure everything works. Now the other thing I want to make sure of is that if I go to this contact that I've been added to the Google review workflow. Ask for the review. How cool is that? So I've been added to the appointment showed review requested workflow. So if I go to that workflow, which I can just click on right here, then I am going to be, if I got a builder, if I got an enrollment history. So September 12th. Okay. At this time is when I'm going to be asking for the review. So I go to my builder. We're waiting 30 minutes for this first message to go out. Okay. So I'm just going to go ahead and test this because it's already in here. I'm going to go ahead and push me through. Okay. I'm going to go ahead and push me through here enrollment history, push me through. And if you can see here, it's going to ask me for the room. It's going to ask me for the review leveraging, right? Hi, Michael. What makes me stop and buy today? We wanted to see if you be interested in a free one your membership. So just let us know how your experience was on a scale one of five. How cool is that? Right. So we're now asking all these people that, you know, we're sold or showed for their appointment for a review. Okay. And what I'm going to do here is I'm going to go just go in here and I'm going to reply back. I'm going to say five. Okay. So I'm going to say five. And then what we're going to notice is when we go to the builder and I go out here. We're going to notice that my contact has gone down to the positive branch. Right. So thanks. This is off and it's tomorrow. Click the link below to leave school review if you're a chance to win a free one your membership. Now what I want to do here is once I click on this link, I want to make sure that it adds me to. Okay. So let's go here. It adds me to the click leave review. Okay. And then it removes me from this campaign. So I'm currently active. Let's see what happens when I click on the trigger link here. So this should take me right to their Google page, leave review. It does perfect. That looks solid. And now I want to make sure if I refresh my screen that I've been taken out. Okay. I've been taken out of this campaign here. So click the leave review. Perfect. Perfect. Perfect. Perfect. Perfect. Okay. So I'm waiting for the 20 minutes. Now, after the 20 minutes. Okay. It's going to remove me from the workflow. And so what I do is I'm going to go ahead and push myself through to ask for the referral text. Okay. So I can at least see what that looks like. And then I'm going to go ahead and remember. Also have a couple free 14 passes. Make sure this works. These person you have fill is for me. Perfect. Looks solid. Claim your free 14 pass. Awesome. Looks great. Okay. And what I can do from there now. Now what I'm going to do is I'm going to go ahead and push me through here as well. And so what I want to what I want to see is I want to make sure that I get out of this workflow. So I've gone ahead and push myself through. And want to make sure it removes me from that workflow. As you can see, current status is finished. So I go to the build. If I go to the back to just the automations. You can see that there has been one total enrolled and zero currently active. Okay. So now I'm finished within this workflow here. So there is nothing else for me to get, which is great because we don't want them to get asked this text message. If they leave, they click on that Google review link. Okay. That's our safety net there. Awesome. So what I'm going to do now is I, you know, I'm not going to leave a review on their page because. You know, I can't do that for the business sake because we can't take that back down. But what I'm going to do is I'm going to opt in to the referral landing page. Okay. So we can see how this is. Okay. So I'm going to go ahead and send my information. You know, I'm going to go ahead and submit. That's another, some other information here. So what other phone number can I submit? Okay. So we're going to do Jackson Smith. Okay. And then the email is going to be testing. Testing. John testing. Jackson. Gmail. Who referred you, Michael? Claim your 14 events. Okay. Cool. So now I'm going to go ahead and perfect. Okay. So I got here. This is right here's an opportunity. So I'm going to go ahead and make sure that this contact has been added to the referral workflow to get me to book. Perfect. This is why we always test things. Okay. So as you can see, this did not properly fire. And the reason why he was found click the resolve referral has been deleted. So now we need to make sure that this form is referral form. Okay. Perfect. It's why we always double check our work. So we got a sites. Home here. Schedule and then make sure that this form. Is there a for a form? It is fantastic. Okay. So now what we need to do is we need to. Resmit our information. So I'm going to go ahead and resubmit the information. I'll go ahead and delete this contact to Jackson Smith. And when I go into another section here, I'm going to tell myself how to test the reactivation here in a little bit. I'm going to go ahead. You always want to delete your contact when you want to go through. Do like another test here. Okay. Cool. So I'm going to go ahead and do that process again. So here's a link. For the review. It's going to be Jackson Smith. Phone number. Email is going to be testing. Jackson Smith and then Michael referred me. Okay. So claim this thing. Awesome. And then we're going to go. And we're going to go ahead and go to. And again, this is in another account. So like the if I look at this right here, right. This is not the same color as what it's actually in, you know, the clients account. Again, this is just an account to kind of show you guys the same automations. But literally the exact same snapshot and how everything works together. But let's go ahead and. Look at the automation. And okay, contacts Jackson Smith. Let's see if Jackson Smith. Perfect. So Jackson Smith is in the lead sales pipeline. And he's also in the referral workflow asking for the appointment. This is awesome. Okay. So I'm going to click on this automation here. And I am going to go ahead and go to enrollment history. And I'm going to look at the builder and I'm going to see where Jackson Smith is. So Jackson Smith is waiting for a 3.6 message. So I'm going to go ahead and just push him through. Okay. And Jackson Smith is going to get that first text. And we can check that. And here is well. So it's got a Jackson Smith. Hey Jackson, it's Bradley at Spar Houston. I saw you claimed a free 14 day pass that Michael passed along to you. When is a good time to come by to get you set up? Perfect. Everything is working solid there. Now I'm just going to go ahead at book an appointment. And ensure everything is working solid. So we're going to book him from Monday at 11 a.m. And then we're going to go to our a dashboard. And we're going to check to make everything is looking solid. Okay. So I'm going to refresh. And we're going to be able to see. Awesome. Marking results. We've got one positive reply. Great. And then we have one person that's booked an appointment, which is also great. This is fantastic. Okay. So now what we're going to do is we're going to go ahead and do the same thing that we did previously. So I'm going to go ahead and cancel this appointment. Okay. And I'll show you how to do it. The cancellation appointment in here. So just click. And again, the appointment status workflow. There's two triggers, right? It's moving the appointment to canceled or canceling the appointment status. So this is the appointment status here. Just click canceled. Save. And what should happen is the opportunity should go to canceled. This should go into the appointment canceled workflow. And then we've got our. Here's we got our referral lead. Look how cool that is. Our referral lead information. We've got the notification that the referral leads booked an appointment. That's awesome. And then we've got that the referral lead has canceled their appointment. Okay. And so if we go to the dashboard here. We're now going to have that in here lead scheduled one canceled. Okay. So I'm going to go back to that account. And we're going to go to Jackson Smith here. And we are going to say, you know, we're just going to assume that this guy rescheduled his appointment for Monday. Okay. So at the same time, we're going to go ahead and say that this guy rescheduled for Monday at 11 a.m. Okay. So what should happen? Same thing. We should take this guy to now the appointment reminder workflow. And he should be in the appointment booked. Opportunity section. And then the dashboard should reflect accurately as well. And then he should also be in the appointment reminder workflow. So now as you can see, leads scheduled one on one on marked. Great. Everything is solid there. Okay. And then we're going to assume that he no showed. So I'm just going to go ahead and update the appointment status. No show. And again, the client is going to update this. The no show and the opportunity section. We're going to assume that he showed, you know, his appointments passed. Okay. So we're going to go ahead. Update this as no show. Okay. So the opportunity. Go ahead and again, we do this. As a double check. So put me no show. Okay. And the appointment no show section there. He is now in the no show nurturing sequence. Okay. And if we go to the dashboard here, he should be in the no show card as well. The referral section. Refresh my screen. Okay. Boom. Lead scheduled one no show. Perfect. Jackson Smith. Hey, Jackson, I'm missed you for your appointment. Okay. First message of the appointment no show workflow. Which is right here. Fantastic. Now we're going to assume that Jackson. Same thing. Rescheduled his appointment for Monday at 11 a.m. So we're going to change this to confirmed and then just save. And then he should be in the reminder workflow back to the appointment book stage. The pipeline and the opportunity section. And then if I go to my dashboard, he should now be taken out of the no show. Moved into the appointment booked scheduled here. Awesome. And then I'm going to just assume the appointments happened. And Jackson was closed into the business. And then the customer is going to then update the appointment. In the opportunity section to sold and then the value of the lead is a 3500 again. We're going to update that. Okay. And what we're going to do now is this is going to be great. We're going back to dashboard. We're going to see that my gosh, we had a referral lead. And we sold them for 3500 dollars. Fantastic. And then we want to make sure that Jackson got added into this showed review requested workflow. What she did. Awesome, awesome, awesome. So now we're going to go to that workflow. And as you can see, just like he was added to the 30 minutes, I'm going to go ahead and push him forward. Roman history. Let's push him forward here. And we're going to reply back with a five. And okay. And if we go to his contact. Thanks, his offerings tomorrow. Fantastic. Solid, solid, solid. And we're going to go ahead and push him through here. To ask for the referral. And I might go ahead and just book through the funnel. Okay. All right, we got a referral text. I'm going to put another name in here. I'm writing. Okay. So we got Mark Vising. And we got. We got Mark tester at Gmail and Jackson referred Mark over. All right. So let's go to Mark's contact now. And we're going to just check as well that. When I click on the link. Perfect. All right. We're going to just book this appointment from Mark. As you can see, the sticky contact worked for their referral. Boom. Schedule meeting. And there we go. As you can see, the appointment has been booked. And Mark went ahead and got his confirmation. Hey, Mark, this is Bradley's spark fitness. Spark Houston. I can't wait to meet you on Tuesday. September 16th, 2025. Well, the name is CTTD. Our address is this. Would you like me to add a plus one? One single. Perfect. And as you can see, Mark is in the reminders. And if we go to the dashboard, we can see that Mark is going to be in the. Referral. Dashboard part here. Load our screen. And then we also got a notification of the new lead. And we also got the notification of them booking. Let's go. Okay. We got two positive replies, right? Two leads, two scheduled, and then one booked an appointment. Okay. So the appointment hasn't occurred yet. As we know. So we're going to go back to Mark Vising here. And I'm just going to push his reminders through. And I just want to make sure that he gets added to the past appointment workflow. After we push these all through here. So enrollment. We're just going to go ahead and push. So we do the 24. And then we're going to do the 15 minutes. As you can see, hey, Mark, it's Bradley from Spark. If you just want to remind you that you have an appointment tomorrow at 11 a.m. excited to meet you soon. That's the one day. Hey, Mark, it's Bradley. Just a fill in a minute of your appointment at X, looking forward to seeing you then. Mark, can't wait to see about an hour for your appointment. Perfect timing. We're just about out of vouchers to see you soon. Also text me here as you're walking in. That would really help. Perfect. Okay, everything is solid there. And then we've already gone through, you know, add this person as a, as a sale, no show canceled for this workflow. So now we can, all we need to do is just put this person to show. So I'm going to go ahead and update the opportunity here as appointment complete. Okay, and then the same thing should happen. So if I go to my dashboard, we should mark him as a show. Show it up. Perfect. And then Mark should be in the review. Show campaign. Awesome. So everything is working there. That is fantastic to see. Now what I want to do, and they got, you know, since they booked on the calendar, right, they got the appointment confirmation. Now what I want to do is now I want to do the Facebook Farm submission again. We've already tested the, some of the Google review campaigns. We tested all the Facebook campaigns. Now what I want to do is just test if I book on the funnel for Facebook. Okay. So this is really straightforward. But I'm going to go ahead and delete all of my contacts. And that's going to delete my information on the dashboard there. But that's the only way for me to, you know, be able to re-enter my information for this to work. So I'm now going to go back. Okay, to the Facebook Farm testing tool. And if you look at my dashboard, it's going to be clear. No data. I'm going to fill out my information again. For the Facebook lead. Okay. So here, I'm going to sparring in. I'm going to go ahead and delete the lead. Okay. And I'm going to go ahead and preview form. Okay. Looks like this did not get deleted here. Which is fine. Okay. So. Enter my information again. Continue. And then submit. Okay. And then this link is going to be the link to book an appointment. Okay. And so I'm going to just do this within here. Let's connect to the clients account. So here is the ad link. I'm going to book an appointment for 11 a.m. And this is going to be my goal. And my email is going to be here. Schedule appointment. All right. So now if I go here, hey, Michael, it's Bradley. It's worth it. Awesome. My confirmation went out and my opportunities work. So the lead stage was created. And then form submission, confirmation, or reminders. So this is just kind of frozen right now. That is all working. And I'm in the reminder workflow. Perfect. Awesome. I've already tested the no show canceled everything there. Which is perfect. Now what I'm going to do is I'm going to test the. Awesome, awesome, awesome. So I'm going to go ahead and respond. And just make sure that I get added. Here to the five in response, which I did. Great. So now waiting for a time. Perfect. Awesome. So that worked. And then I'm going to go ahead and. Add the alert user tag. To my contact to make sure I can see if it's going to notify the customer. So alert user. Okay. Let's go ahead and make sure this did. Facebook form. Boom. Got that. Customer Intel. Awesome. Your help is needed to continue this conversation with Michael Vissing. Well, it would log in and it would take you right to the client's account. Perfect. Awesome. Money, money, money. And now what I'm going to do is I'm going to go ahead and. And now it should also notify my business. So let's go ahead. My agency. Perse. Perfect, perfect, perfect, perfect. Awesome, awesome, awesome. So I got notified as the business as well. The agency to let to keep my team accountable. Perfect. And what I'm going to do now is I'm going to go ahead and push myself through the reminder workflow. Make sure I get added into the past due appointments here. Okay. So we're going to enrollment history. And we're going to go ahead and just push me through all of these workflows here. Alrighty. And wait one day. Wait 15 minutes. Add to past appointment. Fantastic. Okay. So if I look at here, conversation, Michael. Awesome. All the text messages went out. Perfect, perfect, perfect. And then I'm going to go ahead and go to automation here. I'm going to go to here and look at the past appointments. Past appointments. It has, since my appointment has not been updated yet, I am at the two hours. I'm going to go ahead and just push me through. And I will then get notified. To update my appointment as the customer. Boom. I have conversations that I can see. Builder. This needs to be custom email. And this needs to be the email of the agency. Perfect. Then we're going to go ahead and do this again. And I'm going to go ahead and test this. Perfect. So now when I look. Hmm. It sets another little glitch. That's what we test these things. Save action. Save. Okay, this is already preset. But for some odd reason, it just reverted back. Without any confirmation. I mean, that should be the client's business. Client's business. Client's business. Client's business. Okay, perfect. There you go. This is why we test things. When you do them, this should already be preset. But this is something that, I mean, this just moved back just like the dashboard did. Not sure why did that. That's what we test things. So we've tested every single workflow. Now the only workflow that we need to test is going to be the lead assistant here. So I'm going to go to my conversations. I'm going to go to contacts. Here, I'm just going to add the tag. Lead assistant. Okay, make sure this notifies me that I am at the door and I need attention. Perfect. And it fired. Fantastic. Okay, that all worked out great. Okay, so we are finished with the Facebook Add section here. Now what I would want to do is I would want to do the exact same thing with the reactivation test. Okay, so I'm going to go ahead and delete my information in this section. Contacts, delete. Now I'm going to do the reactivation here. Already. Okay, so we are going to go ahead and add myself as a contact. And we are going to add again, testing, email, tester, email.com. And we're going to put a phone number in. Alrighty. Okay, and now I am going to test the reactivation workflow here. So I'm going to first just click down here. I'm going to go to on the contact. I'm going to click add. And I'm going to select the AI text reactivation PIC. Okay, so I'm going to delete myself as a contact. Add it again. Hey Michael, it's Bradley from SGS, Business Booking, Stash, I have a client. We have a few free, 14-year pass giveaway. Would you like one? Yes, I would. Okay, so we click yes. And let's make sure that this all works together here. So I press yes. And we want to make sure that now I'm in the new reactivation linear sequence. And I have been considered a new lead on the dashboard. Yes, I have, which is fantastic. All my information is deleted now, which is updated. And now I want to make sure that this next message fires. Done. I reserved a pass for you and it's at the VALAS RANDOMAR. I want to take it anyway. It's about Houston, Monday, Friday. Perfect. Schedule text went out. I'm going to say Monday at 11 a.m. Alrighty. So then what we're going to do is we're going to do the same thing that we did for Facebook. Okay. Boom. Here I am. Monday 11 a.m. At appointment. And this is going to be Monday at 11 a.m. Book the appointment. And we want to make sure the dashboard updates first and foremost. And then so we will refresh. Perfect. Reactivation results. Look solid. If I go to my contact, make sure I'm in the appointment book stage. And I get the reminders. Awesome. Let's just assume that I canceled my appointment. So I'll update the opportunity section. Cancel. This is going to go in the appointment status. It's going to add the cancellation. Workflow and update my appointment on the dashboard as cancer is the customer can see. And also notify the client that I cancel my appointment. So I booked an appointment with the reactivation. Perfect database lead. And I cancel my appointment. And the cancellation is on here. Fantastic. Now I'm going to go ahead and reschedule my appointment. Okay. And I'll just go ahead and do that so we can then I'll do a no show. So we've got cancel confirm save. And then what I'm going to do here is just you know, reschedule. And then mark as a sale so we can see. Okay. So I have rescheduled. Now I'm going to then mark this. Or update this. Make sure that we were updating the dashboard here with appointment booked. No cancel in there. Okay. Perfect. And then I'm going to go back to my contacts. And now I'm going to go ahead and make sure I'm in the reminders after my rescheduled. Perfect. Now I'm just going to say my appointment's happened and I no show it. Okay. So I'm going to go ahead and update the opportunity to appointment no show. And if it works once in the Facebook, right. The section is going to work in all of them. I'm just really more concerned about the tracking. And this is we just always double check these things guys. Okay. So it's in the no show. Perfect. And then now I am going to go ahead. Yep. Got the first message. I'm going to go ahead and reschedule a Ken for Monday 11 a.m. Sky would be a pain in a butt prospect. Tell you what he's rescheduled for Monday at 11 a.m. All right. So I'm going to go ahead and make sure it went back to a point of book, which it should because we've already done it for canceled. Okay. Perfect. No, a mark is there. And then now I'm just going to go ahead and you know, appointments happen. I'm going to go ahead and mark him as a sale. Okay. And we're going to go to the opportunities here. And we're going to mark this sold and he was sold for 3,500. Update. Okay. And dashboard. We've got the new reactive. We got the reactivation results. Perfect. Leads scheduled one show. One sold 3.5 contract money. And then if you look here. I should be in the. Appointment showed workflow. Perfect. And then we're going to go down the negative route so we can push through all those actions there. Okay. Perfect, perfect, perfect. And I'm going to have to push them through. Make sure this all works. All right. So enrollment history. I'm going to go ahead and push the contact through. So now I have gotten the first message. Perfect. Boom. We're going to say three. Okay. I would now want to make sure I go down the negative branch. And first off, we notify the agency, which will be here. Okay. Okay. So I'm going to stop in spam. Okay, here you go. So one for response. We're going to check need is this replies negative. Okay. negative response. So I would just look up the contact here and I would see that it was a true three. Okay, so it's negative. So now what I'm going to do is I'm going to push them through. You don't have to push them through. I mean just wait 10 minutes. But again, this is used if they say like, you know, something that's not negative. We want to make sure we can avoid that so that we can then remove them from this workflow, which we would just do x there and then we would add them to the positive, right? You know, and if they said something positive, it's actually negative. We got it in the negative. But then, okay, so we got the thank you message. Thank you for your response, Michael. You share, you know, the showers were so gross and I don't like Jackson. Okay, there's a feedback. So then from there, we wait for the feedback and if they reply, we then let the we let us know and we also let the business know, right? Negative feedback review received. Spark Houston, Michael, visiting the showers were so gross. I don't like, I don't like Jackson. Clarence has been notified. How cool is that, right? So we literally get to see what the person said about their business and so that we can then know before our next call how to help the customer improve their service. And then if we modify the business, probably in spam. Okay, no spam there. So by notify the client and this is I don't know why it is doing this. It should be email notification. I'm not sure why it defaulted that this is why we test these things. So the email to the customer would then have been this. Hey username, content name is part of some feedback, their experience, feedback, this body, please register to make their experience, phone name or email or your customer notified as well. Okay, so that would have been sent to the email. So while we always test these things because sometimes the system just reverts back, there's just sometimes, you know, they're doing updates, the software, so on and so forth. So what do I do? Clarence, we just we just always double check it. Okay, so all that looks solid there. Perfect. Okay, so that is going to be our reactivation workflow. Now let's go ahead and test. We've already done, we've done the referral, we've done the reminders for referral, the confirmation, what we're going to test now, the OG referral reactivation. And this is going to be obviously to like the active customer base, but I'm going to go ahead and delete my contact again. And we're going to add me into there. You know, really, I don't even need to do that because, yeah, I don't need to do that. I mean, it's done a big deal. I'll go ahead and just add me to it. So, well, I do need to add me to some fresh lead. Okay, I'm going to delete this and then we're going to add me again. Okay, refresh. All right, so add. And this and and I say, now I'm going to do the, you know, I'm going to do these work flows are the exact same. So if this had a high level had like a little bug here, guarantee you it's in this one too. It is. Yeah, so this needs to be updated as well. Perfect. And that's the case there. They end here. If you guys are watching this like 99% like 99% sure this is not going to be your case. High level just had like a little bug while I'm doing this. So this is why I'm having to update this right now. So you don't even worry about this. But yeah, this is just what's happening right now within the account. It's while we always test stuff. But okay, cool. So I'm going to go ahead and add myself into the Google review campaign here. So two, I'm going to add. Hey Michael, it's Bradley. I want to chance I want to free when you're membership. Perfect. This is working. I'm going to go ahead and set it free. And we're then going to pull up this workflow. Perfect. We're here. Retro notification to agency. Spam. So agency email. Got the email perfect. We're going to go ahead and push them through. Alright, so we're going to go ahead and push me through here. And I'm going to reply and just say the place is a disgrace. I do not like Jackson. Okay, so I replied. And now what should happen is it should notify the agency and it should also notify the business. Okay, nothing's there. I'm going to go to conversations. Manual check. Okay, so these did not fire. It's probably because I did it way too fast. Alright, we're going to go ahead and do that again and wait a little bit. So we're not doing it so quick. Delete. And we'll do that one more time. So I'm ready. So email. Test her. And then. Okay, cool. So I'm going to go ahead and do this again and just take it a bit slower. Alrighty. So first text. And we're going to pull up the automation as well. Make sure we're in there. We're going to say a three. Alrighty. And then I'm going to go ahead and push. So we're here. I'm going to go ahead and push just one time. One time. One time. Okay, so we should. Got notified. Fantastic. We did. Hey, check to save. It's it's manual. It is. It is a negative response. So we manually push them through. Perfect. And now we're waiting for their feedback. Perfect. Thank you for your response. And I'll just say perfect. I did not like the equipment. Something simple there. The automation. Okay, there you go. Perfect. So just said too fast. Here you go. I didn't like the equipment. Client has been notified. Perfect. And then as you can see here, GM rescue, reputation rescue, feedback received. Hey, Michael, this is just reply with some feedback. Feedback. I did not like the equipment. Amazing. So how awesome is that? Right? We're letting the client know. Okay, of a feedback, they've gotten from a current customer and how they can make their business better. And we're we're triaging these people so that we're not pushing the Google E-review. And we're saving their reputation management on Google. Very, very cool. Awesome. So that is easy peasy, lemon squeezy, all all as well there. And then the last one that I will need to do really simply is just to make sure the reply not recognize positive and negative are solid. So I will go ahead and remove them from these things and also here. And I'm just going to go ahead and add them to the positive reply. Just make sure that these links are working there. Pull up the workflow. Okay. Perfect. So the text is updated there. Perfect. Perfect. Okay, awesome. So the text went out and then we're going to go ahead and skip ahead here. Also, that okay, that text went out as well and then we're going to send one more. And I'm just going to go ahead and test these to make sure they're solid. Yep, spark Houston, great. And then we've got this through referral landing page, great. And then we've got just this again, make sure this works. Spark Houston, perfect. Awesome. Everything's solid there. Nothing to go through. Okay, fantastic. And then we're going to go ahead and add me. Go ahead and delete this here. So we have the workflow there. Add it on there and pause the reply. Okay. Now we're going to add me to negative. Apply. Okay, here I am. Thanks for your response. Okay, awesome. Perfect. So I'm here waiting for response. The gym smelled. All righty. And then we want to make sure that the business gets notified. Perfect. Boom, agency notified. Clank notified. Perfect. Solid, solid, solid. All righty. Everything's solid here in the reviews. Everything's solid in reviews and react to our activation. I think solid in the ads. Now we are going to go ahead and do the website workflows. Okay. And you know, depending on how you're doing the website workflows, you're going to want to make sure that either one you have the calendar on the client's website page, one site submit their information. And then if you're doing that as well, put the form on their website. On there, you know, so when you fill out the website form, it automatically adds them, right, to the workflow here. And then the calendar, we want to make sure we have the calendar on there. So if they book the appointment automatically, they are going to go ahead and get added the confirmation reminders. Now if you do not, and this is completely okay, if you do not, if you do not have access to the website like internally, then you can create zaps to where, like we talked on previous videos in the training, you make a zap. Every time someone fills out their information, you can zap them into here. Okay. And then when they book an appointment as well, same thing occurs. So what I'm going to do for the sake of this video is just add myself this workflow. And then just go through the motion to make sure that the tracking is working and all the automations are working as well. So first thing I want to do is delete me from here. And then I'm going to add myself to that first workflow, which is the nurture. I'm going to add myself to the contact again. All right. Email, tester. And then I've got this. All righty. And then I'm going to add myself right into the website. Nurturing sequence here. Okay. So let's go ahead automation, website workflows, boom, I'm in here. I'm going to go ahead and push me through so I can go ahead and get that first text. And then we're going to go through the motion here. Okay. So I should have gotten the first text. Michael, let me show an interest in our September special at Spark Houston. What time works perhaps you'd come by so we can take advantage of it. Perfect. I'm then just going to simply book in appointment and go through the motions again. Okay. So we're going to go ahead appointment. We're going to go ahead and book it. And then I'm going to make sure that I get added Webly tag. I then get added to the book appointment stage of the pipeline. I then get into the reminder sequence. And then obviously, you know, you would be nurturing this lead through the message. So you would send them a message to confirm the appointment. I got my dashboard here. In the client got notified. Perfect of the appointment. Awesome. Perfect. Great, great, great. And then what we want to do from here is we're going to go ahead and do the same thing. So we're going to do canceled, reschedule, and then no show, reschedule, and then sold into the business. Okay. So we're going to update this bad boy as a cancellation update that. Okay. Go to the dashboard. Make sure everything is tracking correctly. Loading. Okay. Perfect. All that looks solid. And then I'm going to go back to my contact. I'm going to reschedule and then I'm a no show. I'm going to act like the appointment already occurred. So I'm going to go ahead and reschedule my appointment. Changes to confirm. And we're scheduled for the same time Monday at 11 a.m. And then I'm going to go ahead and assume that the appointment already occurred. So I'm going to go ahead and well, let's give it a second here. I'll take a look at the dashboard and make sure that the cancellation is not on there again. Perfect. The appointment booked looks solid, solid, solid, solid. So we're going back to contacts. Go to my contact. And then we're going to go ahead and no show. Mark me as a no show. Let me no show update. Perfect. Go ahead and refresh my screen. I should be in the no show, no drink sequence. And then the dashboard should be updated to no show. Perfect. That looks solid. And then we got the first message here. So I'll go ahead and just reschedule. For again, Monday at 11 a.m. that time is absolutely legendary. Save. Check the dashboard again. Make sure I just have the appointment booked. Take a look at my contact. Point me booked reminders. So the no show should not be on there. Perfect. Just took a second to update. All right. And then we're going to assume that I got sold. I got sold into a big daddy package at 3,500 bucks. So we're going to do sold 3,500. All right. And then we want to make sure that I get added into the Google review automation as well. Let's see here. Perfect. Schedules showed sold 3,500 bucks. Money. And then we're going to contacts. And we're going to make sure that I'm in here. Oh, yeah. I am in here. Asking further review in 30 minutes. Perfect. Guys, I'm going to take me out of this. That is everything. Okay. That is absolutely everything on how to set this account up and how to test it top to bottom. Okay. And you want to make sure you test your clients accounts. Okay. Because again, sometimes there are little bugs that come up and you want to make sure that it's running smoothly so that those bugs do not come out when you're working with the customer. Okay. But for the most part, right. It's going to be extremely turnkey. But it is important to test those things. So guys, that is the entire, I mean, step by step of this whole process here, explaining the snapshot, you know, explaining how to take the snapshot, put it into your high level account, explaining how to then customize it to your industry, and then explaining step by step how to set this up for a new customer. And then going through live, guys, all of these automation. So you can see how they work and really see this in live action. But then also test it for your client's account to ensure that it's 100% and everything's firing correctly. So that's all I got for you guys in this long training. If you watch this entire thing, congratulations, it's going to give you literally everything you need to know about how to get your customer results managing it within high level. So that's all I got for you all and I'll see you guys in the next training.