Strategy / Feature Spotlight Training

[28/08/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:18] Shopify Integration and Trigger Overview

  • [06:46] Email Customization and Order Acknowledgement

  • [11:42] Introduction to IVR System Setup

  • [16:21] Social Media Interaction Triggers

  • [19:02] Community Engagement Triggers

  • [23:18] Workflow Management and Contact Updates

  • [45:06] Advanced Contact Management Actions

  • [01:01:14] Weather-Related Disruptions and Form Customizations

  • [01:05:38] Troubleshooting and Link Sharing

  • [01:11:52] Dynamic Q&A and Workflow Troubleshooting

  • [01:24:05] Customer Support Features and Payment Clarification

  • [01:27:12] Technical Support Limitations and Role Clarifications

  • [01:29:51] Understanding Organizational Scale and Collaborations

We'd love for you to join our weekly Office Hours: Strategy/Features Spotlight Training, so make sure to secure your seat here for next week's session below:

[21/08/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:42] Why The 'offer Access Granted' Trigger Can Enhance Customer Onboarding By Automating Follow-Up Communications

  • [04:55] How Removing Offer Access Can Trigger Automated Workflows To Manage User Transitions Smoothly

  • [07:01] Why Tracking Course Progress Is Crucial For Engaging Users And Triggering Personalized Communications

  • [08:12] The Importance Of Addressing User Concerns About Session Recordings And Privacy To Ensure Transparency

  • [09:54] Why New Users Struggle With Complex Sales Processes And How Personalized Onboarding Could Reduce Friction

  • [14:11] How To Utilize Help Resources And Knowledge Base Articles To Navigate The System More Efficiently

  • [23:52] Why Providing A Basic Automation Flow For New Users Can Accelerate Learning And Customization

  • [26:07] How One-On-One Sessions Can Bridge The Gap Between User Ideas And Implementation For A Smoother Onboarding Experience

  • [30:57] The Challenges Faced By New Users And Why Guided Support Is Essential For Successful Implementation

  • [47:35] Why Automating Document And Subscription Processes Is Key To Managing Ongoing Business Operations Efficiently

[14/08/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [05:03] Why Using Trigger Links For Targeted Communication Is Essential For Tracking And Segmenting Leads Effectively

  • [09:31] Why Video Tracking And Engagement Triggers Are Key To Improving Content And Increasing Viewer Retention

  • [14:23] Why Linkedin And Website Form Submission Triggers Are Crucial For Tracking And Responding To User Interactions

  • [16:34] How Appointment Booking And Status Triggers Can Streamline Communication And Reduce No-Shows

  • [21:12] Why Pipeline Stage And Opportunity Triggers Are Vital For Managing And Advancing Sales Opportunities

  • [28:17] How To Handle Stale Opportunities With Long-Term Nurturing That Can Rekindle Interest And Drive Conversions

  • [30:36] Why Affiliate Marketing Automation Is A Game-Changer For Tracking Sales And Rewarding Affiliates Effectively

  • [33:51] How Course-Related Triggers In Memberships Can Personalize Learning Experiences And Improve User Satisfaction

  • [43:15] Why Setting Up Tag-Based Conditional Emails In Workflows Is Essential For Customizing User Journeys And Boosting Conversions

  • [56:20] How To Manage Email Subscriptions And Workflow Imports That Can Ensure Smooth Operation And Minimize Technical Issues

  • [58:06] Why Continued Learning In Automation Triggers Can Maximize Your System’s Potential And Drive Business Success

[07/08/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:03] Exploring Advanced Triggers In Automation Workflows

  • [06:24] Integration Of Call Status And Phone Numbers In Automation

  • [12:28] Managing Email Events And Responses Within Workflows

  • [15:22] Utilizing Customer Replies For Personalized Automation

  • [22:20] Advanced Automation Setup Using Multiple Channels

  • [25:13] Complex Workflow Creation With Conditional Logic

  • [29:27] Advanced Automation Techniques

  • [31:08] Understanding Workflow Conceptualization

  • [33:19] Form Submission Automation

  • [37:31] Configuring Conditional Logic And Year-Based Triggers

  • [55:45] Resolving Workflow Saving Issues

  • [57:24] Template Editing Best Practices

[31/07/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [03:26] How to Set Up Triggers and Actions That Ensure Your Automations Run Smoothly

  • [06:26] The Steps to Creating a Birthday Reminder Automation That Could Enhance Customer Engagement

  • [12:03] How to Create a Form That Triggers Automated Actions, Ensuring Accurate Data Capture

  • [19:12] Why Setting Up a Drip Email Campaign Can Keep Your Audience Engaged Over Time

  • [23:36] How to Customize Workflow Actions to Respond Intelligently to Customer Interactions

  • [29:25] How to Manage Do Not Disturb (DND) Contacts to Comply with Legal Requirements and Maintain Trust

  • [32:49] Why Customizing DND and Unsubscribe Responses Could Prevent Compliance Issues and Improve Customer Experience

  • [37:18] How to Use Tags and Custom Date Reminders to Automate Personalized Interactions

  • [40:15] The Power of Notes and Tasks Triggers That Can Streamline Team Communication and Follow-ups

  • [47:31] How Call Status and Engagement Score Triggers Could Boost Your Customer Interaction Strategy

  • [51:03] The Integration of Automations with Funnels That Could Enhance Your Lead Nurturing Process

[24/07/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:15] Detailed Explanation Of The Latest Software Features

  • [05:30] Benefits Of Integrating Real-Time Data Into The Software

  • [08:50] Steps To Customize The Software To Fit Specific Business Needs

  • [16:30] Integrating The Software With Third-Party Tools

  • [20:00] Tips And Strategies For Optimizing Software Performance

  • [24:30] Overview Of Advanced Reporting Capabilities

  • [28:00] Demonstration Of Setting Up Automation Workflows

  • [36:00] Sneak Peek Into Upcoming Features And Updates

  • [44:00] How To Access And Utilize These Resources

[17/07/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Introduction to Course and Membership Creation

  • [02:09] Creating Products from Scratch and Using Kajabi Imports

  • [06:05] Customizing and Setting up Courses

  • [10:36] Detailed Course Setup and Content Management

  • [18:13] Creating and Customizing Offers for Courses

  • [24:25] Analytics, Settings, and Course Access Management

  • [29:33] Finalizing Course and Membership Settings

  • [31:17] Domain and Site Customization

  • [33:30] Email Communication Setup for Course Sales

  • [36:22] Product Marketing and Sales Automation

  • [38:25] Building and Managing Online Communities

  • [41:07] Certification and Rewards for Course Completion

[10/07/2024] Office Hours: Strategy / Feature Spotlight Training 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:05] Types of Calendars

  • [04:50] Creating and Configuring a Calendar

  • [08:31] Advanced Calendar Settings

  • [13:13] Automations for Calendar Appointments

  • [17:01] Handling No-Shows with Automations

  • [21:00] Finalizing No-Show Workflow

  • [26:29] Workflow Status and Automation

  • [30:04] Syncing Calendars

  • [34:30] Troubleshooting Calendar Issues

  • [37:19] Sharing and Embedding Calendar Links

  • [42:41] Tracking Leads with UTM Parameters

  • [46:21] Identifying Lead Sources

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

[03/07/2024] Office Hours: Strategy / Feature Spotlight Training  
Product, Invoice, Payment & Subsciptions

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:13] Steps To Create A Product In The System

  • [04:00] Process Of Creating And Customizing An Invoice Template

  • [07:51] How To Send Invoices Via Email And Text

  • [12:50] Integrating Payment Providers

  • [14:04] Creating Payment Links

  • [22:20] Managing Transactions

  • [24:56] Setting Up A Subscription Product With Recurring Payments

  • [28:30] Scheduling And Managing Recurring Invoices

  • [32:58] Handling Credit Card Information

  • [34:11] Creating And Managing Coupons

[26/06/2024] Office Hours: Strategy / Feature Spotlight Training  
Sales Funnels

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Introduction and Overview of Creating Sales Funnels in CRM

  • [01:08] Starting with Funnel Templates

  • [02:49] Structure and Elements of a Sales Funnel

  • [05:04] Order Form and Payment Process

  • [09:36] Adding Products to the Order Form

  • [12:05] Retargeting Strategy and Automation

  • [18:12] Opt-in Workflow Configuration

  • [21:16] Retargeting Email Strategy

  • [26:21] Ensuring Correct Workflow Transitions

  • [28:32] Post-Purchase Actions and Notifications

  • [33:03] Sales Funnel Overview and Purpose

  • [38:12] Editing and Customizing Funnels

  • [40:21] Importing Contacts and CRM Integration

[19/06/2024] Office Hours: Strategy / Feature Spotlight Training  
Opportunities & Pipelines

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:29] Understanding Pipelines

  • [04:06] Creating a New Pipeline

  • [07:32] Managing Opportunities

  • [10:41] Tracking and Evaluating Leads

  • [14:24] Refreshing and Updating Pipeline Data

  • [18:17] Understanding Opportunity Value and Conversion Rates

  • [21:11] Q&A Session

  • [26:47] Allowing Duplicate Opportunities

  • [27:23] Manual and Automated Opportunity Creation

  • [28:41] Creating an Opportunity Workflow

  • [31:26] Handling Duplicate Opportunities

  • [34:48] Opportunity Dashboard and Statistics

  • [42:21] Automating Lead Management

  • [47:05] Understanding Workflow Triggers and Actions

  • [49:24] Using Tags in Workflows[

  • [51:15] Learning Resources for New Users

[12/06/2024] Office Hours: Strategy / Feature Spotlight Training :  Automations

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Automation Basics

  • [01:07] Setting Up Triggers

  • [03:50] Email And Sms Actions

  • [06:21] Wait Steps And Notifications

  • [09:07] Creating Multiple Workflows

  • [14:38] Form Submissions

  • [19:07] Custom Date Reminders

  • [22:03] Contact Status Changes

  • [24:07] Call Status And Email Events

  • [25:50] Customer Replies And Actions

  • [28:33] Linkedin Integration

  • [35:42] Membership And Course Access

  • [37:16] Opportunity Stages And Pipelines

  • [40:00] Social Media And Community Integration

  • [41:09] Calendar Integration Issues

  • [45:40] Request For Intensive Training

  • [46:43] Request For Extended Training

  • [47:54] Beginner's Learning Path

  • [49:44] Future Training Plans

[05/06/2024] Office Hours: Strategy / Feature Spotlight Training  
Setting Up Dedicated Domains

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] How to Set Up Dedicated Domains That Enhance Email Deliverability and Brand Credibility

  • [02:17] How to Manually Add Domain Records That Ensure Proper DNS Configuration

  • [09:11] How to Verify Domain Records That Improve Email Deliverability and Compliance

  • [15:03] How to Connect Domains to Funnels and Websites That Streamline Online Presence

  • [18:09] How to Connect Membership Area Domains That Simplify Member Access

  • [19:36] How to Add Branded Domains for Calendars and Links That Enhance Professional Appearance

[29/05/2024]Office Hours: Strategy / Feature Spotlight Training

Invoicing and Payment Links

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:41] How to Set Up Invoicing and Payment Options That Streamline Financial Transactions

  • [04:34] The Customization of Invoice Settings That Personalizes Your Billing Process

  • [07:17] How to Manage Abandoned Carts and Shipping Details That Optimize Customer Follow-Up and Delivery

  • [08:24] How to Create and Send Invoices That Ensure Accurate and Timely Billing

  • [12:27] Automation of Invoice Processes That Simplifies Workflow and Reduces Manual Effort

  • [17:07] Advanced Workflow Configurations That Enhance Efficiency and Team Communication

  • [28:43] How to Send and Test Invoices That Verify System Functionality and Payment Options

  • [32:18] How to Automate Invoice and Payment Processes That Maintain Accurate Financial Records

  • [33:30] Setup of Recurring Invoices That Ensures Regular and Consistent Billing

[22/05/2024] Office Hours: Strategy / Feature Spotlight Training 
Proposals and Agreements

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Introduction to Sending Proposals and Agreements That Enhances Business Efficiency

  • [02:08] Steps to Setting Up Proposals and Documents That Streamline Client Transactions

  • [05:23] Guide to Creating and Customizing Templates That Improve Service Presentation

  • [08:32] Steps to Adding Signature and Fields That Simplify Document Completion

  • [12:54] Process of Sending and Managing Documents That Ensure Timely Client Actions

  • [17:17] Automation and Workflow Setup That Optimizes Agreement and Invoice Handling

  • [26:05] Method for Setting Up Automated Workflows That Streamlines Document Processing

  • [29:03] Technique for Sending Notifications and Agreements That Keeps Teams Informed

  • [32:40] Strategy for Automating Invoice Payment Processes That Ensures Prompt Payments

  • [36:43] Recap and Optimization of Workflows That Enhance Operational Efficiency

[15/05/2024] Office Hours: Strategy / Feature Spotlight Training 
Community Management

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Community Features That Can Enhance Platform Interaction

  • [02:21] The Step-by-Step Guide to Creating and Managing Community Groups That Can Improve Engagement

  • [05:55] Gamification That Enhances User Interaction and Loyalty in Communities

  • [09:00] Client Portals That Can Streamline Community Management and Interaction

  • [12:12] Customization and Security Settings for Client Portals That Can Protect User Data

  • [16:05] Automation Techniques for Membership Management That Can Optimize Community Operations

  • [21:38] Community Management Strategies That Could Maximize User Engagement and Access Control

  • [25:33] Process for Integrating Membership Products Into Groups That Can Increase Revenue

[08/05/2024] Office Hours: Strategy / Feature Spotlight Training 
Calendar

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:11] Setting Up a Round Robin Calendar That Optimizes Team Availability and Booking Efficiency

  • [05:10]  Methods for Configuring Booking Rules and Payment Collection That Ensure Efficient Appointment Management

  • [07:05] Strategies for Customizing the Calendar Interface That Enhance User Experience

  • [09:10] Automating Your Scheduling Process as the Key to Consistent and Error-Free Bookings

  • [12:04] Configuring Email Notifications and Reminders That Keep Clients Informed and Engaged

  • [16:31] Managing No-Show Scenarios to Maintain Client Relationships

  • [20:54] Integrating Workflows for Appointment Status Changes That Keep Your Scheduling System Up-to-Date

[01/05/2024] Office Hours: Strategy / Feature Spotlight Training 
Pipeline Management

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] The Overview of Pipeline Management and Automation That Shows How to Streamline Sales Processes

  • [05:03] How to Create a New Pipeline and Automate Lead Management That Improves Sales Efficiency

  • [11:50] Setting Up Email Campaigns for Lead Nurturing That Enhances Lead Engagement and Conversion

  • [19:09] Managing Appointment Bookings and Post-Call Follow-Ups That Ensures Effective Lead Follow-Up

  • [26:03] Tracking Opportunities and Conversion Rates That Helps Optimize Sales Processes

  • [31:07] Understanding the Sales Process Pipeline That Guides Lead Conversion Optimization

  • [31:40] Integrating WordPress with Sales Process That Simplifies Website Management

  • [32:15] Email Billing and Pricing That Explains Email Charge Structure

  • [33:59] Automating Sales Pipeline That Improves Sales Process Efficiency

[24/04/2024] Office Hours: Strategy / Feature Spotlight Training
AI Features

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:16] - Why Integrating AI with CRM Can Supercharge Your Customer Service

  • [01:36] - The Steps for  Activate Your AI Bot for Enhanced Interaction

  • [02:12] - How to Utilize AI Bot Features for Efficient Customer Service

  • [05:28] - How Advanced Bot Settings Create Realistic Customer Interactions

  • [07:10] - How to Optimize Your AI Bot’s Response Capabilities

  • [20:02] - How AI-Generated Email Templates Revolutionize Marketing

  • [21:31] - Why Utilizing AI for Blog Creation is a Game Changer

  • [23:08] - How Effective Social Media Integration Enhances Marketing

  • [27:34] - How to Optimize Your Sales Funnel with AI Automation

  • [29:15] - Why Your AI Chatbot Should Handle Outbound Messaging

  • [31:17] - How to Leverage AI to Boost Social Media Engagement

  • [41:55] - How a Simple Goodbye Can Close a Productive Session

[17/04/2024] Office Hours: Strategy / Feature Spotlight Training
AI Tools

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [06:23] Complete Tutorial on Implementing Automated Responses Using ChatGPT That Can Transform Social Media Engagement

  • [11:26] Detailed Explanation of Creating AI-Generated Images for Classes That Can Enhance Educational Visual Content

  • [16:48] Advanced Insight into Conversation AI and Automation That Could Revolutionize Business Communications

  • [25:05] Step-by-Step Process of Implementing and Testing Live Chat Features That Is Essential for Optimizing Business Interactions

  • [34:00] Definitive Guide to Creating and Managing AI-Generated Images That Could Optimize Content Creation Workflows

[10/04/2024]
Office Hours: Strategy / Feature Spotlight Training
New AI Features For Social Media Automation

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Overview Of Session

  • [03:04] Detailed Walkthrough Of The New Facebook Comment Automation Feature

  • [08:14] Demonstrating Practical Applications Of The Facebook Comment Automation Feature

  • [14:15] Setting Up Chatgpt To Analyze Text Sentiment And Tailor Responses

  • [18:49] Importance Of Strategic Prompts To Enhance AI Performance

  • [25:06] Demonstrating How The System Handles Different Types Of User Interactions And Intents 

  • [32:30] Introduction To Integrating Instagram With Facebook For Automated Responses

  • [34:57] Explanation Of How To Configure Automated Systems To Reply In The Language Of The Original Post

  • [37:55] Addressing Concerns About System Limits With High Traffic And Automated Responses

[03/04/2024] Office Hours: Strategy / Feature Spotlight Training
Sales Funnel for Metaverse Training, Shopify, Service Menus

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Planning a Sales Funnel for Metaverse Training to Maximize Conversions

  • [04:11] Integrating Shopify with CRM for E-commerce Automation to Boost Efficiency

  • [13:00] Crafting Email Templates for Shopify Abandoned Carts to Improve Customer Engagement

  • [19:41] Automating Order Processing and Notifications in Shopify for Enhanced Customer Experience

  • [26:25] Setting Up 1-to-Many and Class Booking Calendars for Seamless Event Management

  • [30:24] Organizing Service Menus for Different Business Offerings to Simplify Client Booking

  • [35:27] Setting Up Service Menus for Business Offerings to Streamline Client Scheduling

  • [37:30] Integrating Google Calendar and Zoom with CRM for Efficient Meeting Management

[27/03/2024] Office Hours: Strategy / Feature Spotlight Training
Lead Magnet Funnels

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Discovering How Crafting Lead Magnet Funnels Leads to Enhanced Marketing Success

  • [02:24] Revealing the Art of Tailoring Funnel Elements for Maximum Engagement

  • [04:56] Unveiling the Power of Lead Magnets in Boosting Lead Generation Efforts

  • [06:33] Delving Into the Anatomy of Effective Funnel Sections for Optimal Conversions

  • [08:21] Mastering the Craft of Designing Engaging Popups and Forms

  • [10:37] Managing Metadata and SEO: The Gateway to Enhanced Funnel Performance

  • [13:19] Customizing Forms and Sections: Tailoring User Experiences for Maximum Impact

  • [16:16] Automating Lead Magnet Delivery: Streamlining Lead Nurturing Processes

  • [21:44] Integrating CRM Forms Seamlessly Across External Websites

  • [29:13] Understanding the Importance of Social Planner Feature in Marketing Strategy Optimization

[20/03/2024] Office Hours: Strategy / Feature Spotlight Training
Dashboard, Workflow Automation, Customer Engagement

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] How to Customize Your Dashboard for Enhanced Business Reporting

  • [02:40] How to Edit and Add Widgets to Your Dashboard for Better Business Metrics Tracking

  • [05:55] The Advanced Dashboard Configuration That Can Optimize User Activity Monitoring

  • [10:35] How to Create a Private Dashboard That Could Improve Team Performance and Individual KPIs Monitoring

  • [14:12] How to Set Up Event-Specific Dashboards That Can Increase Registration and Participant Engagement

  • [17:34] The Introduction to Workflow Automation That Could Transform Customer Communication and Engagement

  • [23:42] The Advanced Workflow Automation for Appointment Reminders That Improves Customer Engagement

  • [26:16] How to Handle Negative Responses and Missed Calls Through Workflows for Enhanced Customer Satisfaction

  • [26:49] How to Implement DND Management Through Workflow Automation for Better Customer Relationship Management[28:03] Why Website Visitor Engagement Workflows Could Boost Your Conversion Rates

  • [29:13] The Introduction to Content AI and Site Management Tools That Can Elevate Your Digital Presence

[06/03/2024] Office Hours: Strategy / Feature Spotlight Training Repetition Management

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:10] The Setup and Integration of Repetition Management That Enhances Review Collection

  • [04:33] The Customization of Review Request Behavior That Improves Client Engagement

  • [07:09] The Deployment of Review Widgets That Is Key to Trustworthy Testimonials

  • [09:26] The Automation of Review Requests and Management That Transforms Customer Feedback

  • [11:36] The Introduction to Next Integration That Could Expand Your Online Presence

  • [12:09] The Detailed Automation for Review Collection That Enhances Customer Satisfaction

  • [18:14] The Embedding of Review Widget in Sales Funnels Essential for Conversion

  • [24:18] The Introduction of Payment Links Feature That Simplifies Transaction Processes

  • [25:51] The Advancements in Payment Links That Optimize Sales Strategy

  • [27:04] The Automating of Payment Acknowledgements Critical for Post-Purchase Satisfaction

  • [29:40] The Launch of Payment Link Feature As a Game-Changer for Businesses

  • [31:08] The Integration of Social Media Feeds on Websites That Could Amplify Brand's Reach

[28/02/2024] Office Hours: Strategy / Feature Spotlight Training
CRM System Features of SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:40] The CRM System Features That Could Streamline Your Business Processes

  • [04:21] How to Create and Automate Contracts That Can Save Time and Enhance Efficiency

  • [10:51] The Signature Collection and Document Customization That Is Key to Personalized Agreements

  • [14:12] How to Integrate Products and Pricing in Documents That Can Simplify Sales Transactions

  • [16:19] The Sending and Automating Agreements Process That Could Improve Client Engagement

  • [23:00] Why Workflow Automation and Pipeline Management Are Essential for Streamlining Sales

  • [26:21] How to Set Up Automation for Agreement Sending That Can Enhance Operational Efficiency

  • [29:15] The Automating Agreement Sending Process That Is a Time-Saver for Businesses

  • [31:02] Why Tailoring Automation for Various Businesses Can Lead to Better Customer Service

  • [35:21] How to Complete the Automation Workflow That Ensures Smooth Project Progression

  • [41:22] The Reiterating Signing Process That Can Ensure Clarity and Compliance from Clients

  • [46:43] Why Implementing Follow-Up Mechanisms Is Crucial for Timely Agreement Finalization

  • [50:23] How to Manage Email Campaigns and Workflows That Could Boost Your Marketing Efforts

  • [54:18] The Managing Bounced Emails and Exporting Data Process That Can Cleanse Your Contact List

  • [56:11] Why Workflow Triggers and Notifications Are Key to Engaging Your Email Recipients

  • [01:00:30] How to Set Up Weekly Newsletters That Can Keep Your Audience Informed and Engaged

[21/02/2024] Office Hours: Strategy / Feature Spotlight Training Maximizing Digital Engagement: Blogs, Surveys, and Chat Widgets

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [06:37] The Blog Creation Tutorial That Can Simplify the Content Creation Process

  • [11:55] The SEO Optimization and Publishing Process That Enhances Visibility

  • [14:07] How to Add Blog Posts to Your Website That Can Attract More Visitors

  • [17:59] Why Creating Blog Posts on Desktop Is the Recommended Approach

  • [19:25] The Introduction to Chat Widget Feature That Can Boost Engagement

  • [23:13] Implementing the Chat Widget on Your Website That Could Increase Leads

  • [28:46] How to Create Surveys That Can Gather Comprehensive Feedback

  • [30:49] The Survey Builder Demonstration That Makes Data Collection Easy

  • [32:18] Survey Automation and Analysis That Could Transform Data into Action

  • [34:18] Customizing Survey Follow-ups That Enhance Participant Engagement

  • [36:10] Utilizing Media in Surveys and Blogs That Can Elevate Your Content

  • [38:01] The Affiliate Marketing and Fulfillment Strategy That Could Increase Sales

  • [40:19] Updates on WhatsApp Features That Are Streamlining Communication

  • [42:37] The Affiliate Assessment Discussion That Could Sharpen Your Strategy

[14/02/2024] Office Hours: Strategy / Feature Spotlight Training
CRM Trigger Links and Social Planner

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:14] Why Understanding Trigger Links Is Essential for Automating Your Marketing Efforts

  • [02:19] The Efficient Use of Contact Information That Can Eliminate Redundancy in Data Collection

  • [03:53] How to Set Up a Lead Magnet Funnel That Is the Key to Capturing Quality Leads

  • [06:28] The Simplification of the Registration Process That Can Enhance User Experience

  • [08:09] Why Creating and Integrating Email Campaigns Could Be Your Best Strategy for Engagement

  • [10:01] How to Automate Your Workflow Setup That Can Streamline Your Marketing Automation

  • [13:11] The Enhancement of User Experience That Is Crucial for Customer Retention

  • [16:13] The Differentiation of New and Existing Contacts That Can Optimize Your Marketing Strategy

  • [23:52] How to Integrate CRM and Audience Segmentation That Could Transform Your Marketing Approach

  • [25:09] The Tracking and Analytics of Trigger Links That Can Provide Insight into Customer Behavior

  • [27:05] Why Advanced Use Cases for Trigger Links Are Essential for Targeted Marketing Strategies

  • [32:34] How to Utilize the Social Planner That Is the Ultimate Tool for Social Media Management

  • [38:03] The Management of Multiple Domains and Email Campaigns That Can Expand Your Marketing Reach

[07/02/2024] Office Hours: Strategy / Feature Spotlight Training
 Sales Funnel Creation

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Overview of Sales Funnel Creation

  • [02:17] Setting Up Products and Payments

  • [05:53] Product Configuration and Management

  • [07:33] Coupon Code Creation and Management

  • [23:34] Setting Up Product Coupons and Sales Tax

  • [26:08] Creating Automation Workflows for Order Processing

  • [27:51] Configuring Order Submission Triggers and Actions

  • [30:36] Integrating Google Sheets for Order Tracking

  • [32:48] Customizing Email Notifications and Slack Integrations

  • [36:56] Adding Two-Step Order Forms to Popups

  • [38:51] Encouraging Practice and Exploration of Sales Funnels

  • [46:04] Bridging Funnels with Workflows

[31/01/2024] Office Hours: Strategy / Feature Spotlight Training Maximizing CRM Efficiency From Pipeline Creations to Lead Conversion Strategies

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [7:15] The Basics to Elevating Your Customer Relationship Management

  • [14:30] Setting Up Your Sales Pipeline: A Step-by-Step Guide

  • [14:30] How to Streamline Movements in Sales Pipelines So You Don’t Have to Manually Do It 

  • [21:45] Creating Lead Capture Forms to Fill Up Your Contact List

  •  [29:00] Integrating Forms and Websites to Maximize Lead Generation

  • [36:16] How You Can Build Workflows to Automatically Nurture Leads to Customer Success

  • [43:31] Key Workflow Triggers for Your CRM Workflows[50:46] From Leads to Deals: Moving Through the Sales Pipeline

  • [58:01] How to Leverage Follow-Up Sequences for Automated Customer Interactions

  • [1:05:16] Third-Party Integrations to Expand the Functionality of SalesProcess’ CRM Features

[24/01/2024] Office Hours: Strategy / Feature Spotlight Training
Innovations and Solutions in Affiliate Marketing and Sales Funnel Optimization

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:10] How to Build a Sales Funnel for a Product That Enhances Marketing Effectiveness

  • [06:32] The Setting Up of an Affiliate Campaign That Could Optimize Marketing Outreach

  • [14:06] How to Add Affiliates and Manage Campaigns for a More Streamlined Marketing Process

  • [20:41] The Testing of the Affiliate System That Is Essential for Effective Sales Tracking

  • [25:16] Why Finalizing Payouts Is the Convincing End Result of a Successful Affiliate Program

  • [26:24] How to Enhance Affiliate Resources That Can Empower Influencers and Affiliates

  • [29:58] Troubleshooting Affiliate Campaign Issues for a More Efficient Marketing Strategy

  • [31:09] Creating an Affiliate Signup Funnel That Simplifies and Automates the Affiliate Process

  • [35:52] Automating Affiliate Management and Sign-ups for Streamlined Marketing Operations

  • [38:26] Reviewing the Affiliate System That Is Integral to a Comprehensive Marketing Strategy

  • [44:01]  Why Creating a Challenge in Affiliate Marketing Could Lead to Innovative Solutions

[17/01/2024] Office Hours: Strategy / Feature Spotlight Training
Creating Certificates And Setting Up Assessments

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Introduction and Overview

  • [02:05] Previous Session Recap and Membership Area Details

  • [03:41] Creating Assessments and Certifications

  • [07:27] Assessment Grading and Quiz Setup

  • [10:41] Testing and Submitting Assessments

  • [13:03] Managing CRM and Accessing Assessments

  • [19:03] Addressing Technical Issues and Updates

  • [20:14] Certificate Creation and Distribution

  • [25:00] Exploring Membership and Course Structure

  • [28:14] Attaching Certificates to Courses

  • [31:28] Manual Assessment Review and Certification

  • [33:13] Addressing User Queries and Feature Requests

  • [36:05] Setting Up and Managing Communities

  • [41:39] Community Engagement and Moderation

  • [44:57] Course and Community Integration Ideas

  • [47:07] Workflow and Automation Possibilities

  • [52:41] Domain Management and Integration

  • [54:54] Wrap-Up and Preview of Next Session

[10/01/2024] Office Hours: Strategy / Feature Spotlight Training
Membership Products

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • (00:00) Introduction to Creating Membership Products

  • (02:15) Features of Membership Software

  • (03:50) Navigating Membership Dashboard

  • (07:12) Building a Course Structure

  • (11:06) Adding Multimedia to Lessons

  • (14:01) Customizing Membership Appearance

  • (17:19) Fine-Tuning and Previewing Changes

  • (20:04) Creating Offers and Checkout Pages

  • (24:15) Marketing and Selling Courses

  • (28:03) Tracking Sales and Member Analytics

  • (32:05) Connecting Custom Domains(37:19) Advanced Membership Settings

[3/01/2024] Office Hours: Strategy / Feature Spotlight Training How to Set Up Proposals and Estimates to Automate Recurring Payments

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:03] Overview of Membership Area

  • [01:17] Creating Courses in Membership

  • [04:02] Customization of Course Structure

  • [07:24] Creating and Customizing Offers

  • [14:16] Testing and Previewing the Offer

  • [21:11] Offer Visibility and Custom Domains

  • [26:18] Email Settings and Automation

  • [26:52] Creating and Managing Templates

  • [27:55] Making an Offer Live

  • [28:28] Creating Sales Funnels

  • [30:08] Designing Sales Pages and Order Forms

  • [31:09] Adding Products and Lead Magnets

  • [32:41] Creating Automated Workflows

  • [34:09] Sending Follow-Up Emails

  • [36:14] Customizing Checkout Pages

  • [38:36] Summary of Key Learnings

[20/12/2023] Office Hours: Strategy / Feature Spotlight Training How To Create Surveys, ChatWidget, Create Automation & Implement

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:36] Why Simplified Customer Contact Skyrockets Lead Generation

  • [01:07] The Chat Widget's User-Friendly Design Opens the Door to Easier Interactions

  • [02:55] Mobile Chat Magic: How to Streamline Experience by Disabling the Bubble

  • [03:27] Engage Return Visitors by Crafting Personalized Greetings with Cookies

  • [04:33] Real-Time Customer Interaction Through Implementing Live Chat

  • [05:09] Tailoring Your Chat Widget's Language and Aesthetics for Customization

  • [06:55] A Simple Guide to Integrating Chat Widgets with Your Sales Funnel

  • [08:14] Seamless Integration of Chat Widgets in Squarespace and WordPress

  • [11:36] Streamlining Customer Engagement by Automating Responses Post-Chat

  • [13:12] Enhancing Efficiency with Chat Widget Automations for Appointments and Messages

  • [17:03] Effective Management of Tasks and Follow-Ups Within Your Chat System

  • [20:01] Simple Setup for Instant Support with Live Chat

  • [22:22] Maintaining Efficiency in Transitions When Switching Between Chat Modes

  • [26:04] Exploring New Features to Transform Your Website into an Online Store

  • [28:06] Customizing Your Online Store for a Unique Shopping Experience

  • [31:00] Showcasing Products and Streamlining Checkouts for Online Store Flexibility

  • [35:10] Multi-Platform Strategy for Using the Chat Widget Across Multiple Sites

  • [36:17] Gain Greater Control with Direct Code Installation for Chat Widgets

  • [41:03] Tips and Tricks for Better Browsing and Improving Chrome Performance

[06/12/2023] Office Hours: Strategy / Feature Spotlight Training How To Create Surveys, ChatWidget, Create Automation & Implement

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:52] Introduction To The Session And Chat Widgets Overview

  • [03:01] Discussion On Basic Elements Like Forms, Surveys, And Chats

  • [04:03] Instructions On Creating And Customizing Forms

  • [05:28] How To Add Custom Fields And Elements To Forms

  • [06:40] Setting Form Requirements And Naming Conventions

  • [07:54] Methods To Integrate Forms With Websites And Platforms

  • [09:31] Introduction To Creating Surveys And Setting Slides

  • [10:47] Setting Up Surveys With Conditional Logic

  • [12:08] Customizing Survey Settings And Disqualification Messages

  • [15:22] Exploring Chat Features And Lead Generation

  • [18:11] Implementing Chat Widgets In Funnels And Websites

  • [22:17] Live Chat Feature Demonstration And Customer Engagement

  • [25:50] Setting Up Automation For Chat Responses & Customization Of Triggers And Actions Based On Chat Replies

  • [29:20] Discussing Media Integration And Use In Funnels

  • [31:03] Emphasis On Understanding Forms And Surveys For Lead Generation

[29/11/2023] Office Hours: Strategy / Feature Spotlight Training 
Appointment and Calendar Management 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:32] Creating Branded Calendar Links In A Sales Pipeline For Efficient Scheduling And Business Branding

  • [01:05] Creating Various Calendars, Outlining Functions And Benefits

  • [03:49] Round Robin Calendar's Functionality For Managing Appointments

  • [05:26] Guide To Setting Up A Calendar, Including Naming, User Selection, And Customization Of Urls And Availability

  • [08:12] Tips On Advanced Calendar Settings Like Meeting Titles, Appointment Distribution, And Meeting Locations

  • [10:25] Importance Of Optimizing Calendar Availability For A Seamless Booking Experience

  • [12:05] Customizing Calendar Availability, Including Setting Standard Or Specific Dates For Bookings

  • [17:33] The Importance Of Setting A Date Range For Availability To Manage Bookings Effectively

  • [21:29] Steps For Syncing The Crm Calendar With Google Or Outlook For Streamlined Scheduling And Contact Management

  • [27:49] Guide To Creating A Funnel Page With An Embedded Calendar For Efficient Client Interaction

  • [31:07] Overview Of Creating Automated Confirmation And Reminder Systems For Appointments

  • [34:45] Use Of SMS For Appointment Verification And Management To Ensure Confirmed Bookings

  • [41:09] Process For Handling Appointment Cancellations And Offering Rescheduling Options

  • [44:42] Strategy For Managing Appointment Status Changes, Including Automatic Cancellation And Rescheduling

  • [49:33] Group Calendars For Offering Various Appointment Types Or Team Member Availability

[22/11/2023] Office Hours: Strategy / Feature Spotlight Training Lead Magnet Funnel & Lead Nurturing Campaign 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:43] Process Of Creating Lead Magnet Funnels For Different Business Sales Processes.

  • [03:15] Demonstration On Creating A Simple Lead Magnet Funnel Using A Template

  • [05:28] Lead Magnets As A Free Resource In Exchange For Contact Information

  • [06:06] Selecting And Editing Templates For Lead Capture Funnels

  • [07:09] Technical Walkthrough Of Building A Funnel Section By Section

  • [10:08] Creating A Form Within A Funnel And The Importance Of Capturing Essential Information

  • [14:09] Guide To Form Building And Customizing Its Appearance And Message

  • [16:01] Naming Conventions For Workflows To Facilitate Easy Identification And Management

  • [17:09] Creating And Customizing Automated Email Drip Sequences For Nurturing Leads

  • [20:26] Developing A Sales Funnel For Booking Discovery Sessions And Closing Sales

  • [22:16] Highlighting The Importance Of Correctly Setting Triggers For Workflows In The CRM System

  • [25:12] Crafting Email Content Within The Workflow For Effective Communication

  • [28:34] Tips For Integrating Email Workflows With Booking Links For Sales Calls

  • [31:29] Adding Conditional Actions In Email Drip Sequences

  • [25:25] Creating And Managing Pipelines In The CRM

  • [38:26] Test Run Of The Lead Magnet Funnel And Troubleshooting

  • [44:48] Integrating Videos And Other Elements In The Funnel

  • [54:05] Syncing Calendars With The CRM for Appointment Management

[15/11/2023] Office Hours: Strategy / Feature Spotlight Training Setting Up Sales Funnels, High And Low Ticket Items, And Automations

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [07:07] The Process Of Crafting Sales Funnels, Organizing Them Into Folders, And Leveraging Templates For User-Friendly Experiences

  • [11:23] Delving Into The Step-By-Step Process Of Building Sections In A Funnel Builder

  • [17:54] Understanding The Significance Of Setting Up Products In The Crm Before Incorporating Them Into A Sales Funnel

  • [20:14] A Guide On Adding Products To Your Sales Funnel

  • [23:45] Considerations For Creating Compelling Order Forms

  • [27:39] Exploring The Benefits Of Two-Step Order Forms For Effective Retargeting Strategies

  • [29:21] Creating A Comprehensive Funnel To Enhance Conversion Rates

  • [31:42] Utilizing Crm Automation To Effectively Retarget Leads

  • [33:36] Recognizing The Importance Of Naming Funnels

  • [35:53] Understanding The Functionality Of "Wait Times" In A Workflow

  • [37:00] Tips For Sending Follow-Up Emails In Your Funnel Strategy

  • [42:00] A Guide On Testing The Effectiveness Of Your Funnel

  • [45:01] Exploring The Importance Of Tags In The Context Of Your Funnel Strategy

[1/11/2023] Office Hours: Strategy / Feature Spotlight Training Calendar Mastery

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:07] How to Create a Class Booking Calendar That Is Tailored to Your Needs

  • [03:16] How to Enable Payment Processing That Could Boost Your Appointment Revenue

  • [05:00] Why Managing Notifications Is Crucial for Seamless Google Invitations

  • [08:41] The Integration Technique That Can Seamlessly Merge Your Calendar with Your Sales Funnel

  • [22:10] How to Incorporate a Calendar Element That Is Both Functional and Aesthetically Pleasing

  • [23:21] Why Creating a Pop-Up Could Capture More Visitor Attention

  • [27:02] How to Set Up an Automation That Can Streamline Your Webinar Registrations

  • [30:26] The Wait-Step Technique That Is Essential for Timely Webinar Reminders

[18/10/2023] Office Hours: Strategy / Feature Spotlight Training All Things Links

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:55] - Example of a Link Tree

  • [02:37] - Creating and Customizing Your Link Tree Template

  • [06:11] - Adding a Customed Link for Your Link Tree

  • [08:03] - Setting Up a Custom Calendar Link and Modifying Calendar In A Funnel

  • [17:14] - Different Ways for Displaying Calendar Groups

  • [20:42] - Customizing Form Templates and Adding Forms to Your Funnel

  • [31:41] - How To Add Customized Links for Forms

  • [36:40] - Organizing Calendars in Folders

  • [37:28] - Adjusting Availability on a Calendar

  • [41:32] - Modifying Design Elements on a Funnel Page

[11/10/2023] Office Hours: Strategy / Feature Spotlight Training Funnel Builder

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:38] Overview of The Funnel Builder

  • [08:49] How To Create A Funnel From Scratch

  • [11:01] Adding Elements To Your Page

  • [16:50] How To Add Form And Blog PostTo Funnel Page

  • [19:45] How To Use The Image Slider Feature

  • [26:44] How To Add Calendar Feature

  • [28:38] Why Adding A Two-Step Order Form Is Important

  • [31:04] Adding A Map Feature, Progress Bar & Social Icons

  • [38:25] Setting Up SEO Meta Data

  • [39:20] How To Preview Your Website On Different Devices

  • [44:03] How To Add An OTO Page In Funnel

[04/10/2023] Office Hours: Strategy / Feature Spotlight Training Forging Your Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [07:04] Newly Dropped Features In Salesprocess Software

  • [08:21] Emphasis On The Power And Potential Of Sales Process Software In Building A Business

  • [11:30] How to Maximize the "Conversation AI" Feature

  • [15:02] What the “Image Slider” Feature Can Do

  • [16:07] How to Utilize the Upgraded “Review Widget” for Better Design

  • [19:27] WordPress Hosting On Sales Process

  • [23:09] Newly Added Features On Email Builder

  • [26:57] Where To Access Salesprocess Affiliate Manager

  • [29:06] How To Set Affiliate "Cookie Life"

  • [31:22] The Difference Between Forms and Surveys And Overview Of Updated Survey Designs

  • [38:08] Why Coupon Codes Are Important

  • [44:10] Future Features That Are Coming Soon

  • [45:43] Clarification On The Platform's Limitations With Facebook And Instagram Accounts Communication And Automation

  • [52:29] Different Third Part Softwares That Salesprocess Support

  • [55:37] Customizable Email Templates For Proposals And Estimates 

  • [58:10] Importance Of Domains And Subdomains 

[27/09/2023] Office Hours: Strategy / Feature Spotlight Training Forging Your Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [05:11] How To Launch A Webinar

  • [08:23] How To Run Ads For Instagram and Facebook

  • [11:44] How To Contact Support Team

  • [13:13] Overview of Sites Tab

  • [14:58] How To Make High Converting Funnel From Scratch

  • [18:07] Walkthrough on Modifying Funnel Settings

  • [28:22] How To Add Steps In Funnel

  • [32:53] How To Craft A Funnel Page From Scratch

  • [37:55] How To Modify Meta Data, Tracking Code, Custom CSS

  • [44:53] How To Modify Background & Typography of A Funnel Page

[20/09/2023] Office Hours: Strategy / Feature Spotlight Training Trigger Links And How To Use Them

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:24] What Are Trigger Links

  • [03:19] Quick Walkthrough On Trigger Links Tab

  • [09:05] How To Create An Email Template From Scratch 

  • [16:59] How To Insert Trigger Link To Email Template

  • [19:12] How To Build A  Trigger Link Workflow

  • [26:04] How To Add Trigger Link Into Your Email

  • [31:25] How To Add Trigger Link To SMS

  • [31:37] How To See The Email Statistics Tab

  • [35:10] How To Add A Trigger Link For Contacts Who Unsubscribe From You

[13/9/2023] Office Hours: Strategy / Feature Spotlight Training All Things Opt In

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:31] Walkthrough On Form Builder

  • [05:07] Guide To Creating A Funnel For Your Opt-In Form

  • [08:11] How To View Your Contact’s Funnel Activity

  • [08:35] How To Include A Two-Step Order Form In A Funnel

  • [12:50] How To Build An Automation For People Who Didn’t Purchase

  • [16:42] Crafting A Workflow For People Who Purchased Your Product In Your Funnel

  • [18:16] How To Add A Live Chat Widget In Your Funnel

  • [22:16] How To Segment Your Leads 

  • [26:12] How To Add Another Step In For People Who Opted Out/Unsubscribed And Create A Trigger Link For It

  • [29:15] Guide To Building Out Automation For People Who Unsubscribed

  • [35:00] How to Craft an Email with an Unsubscribe Feature for Streamlined Opt-Outs

  • [40:40] How To See Overview of Everyone Who Filled Out Your For

[06/9/2023] Office Hours: Strategy / Feature Spotlight Training Websites

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:33] What To Do If I Use The Social Media Automation In SalesProcess But Doesn’t Fire Any Postings On Social Media Page

  • [04:05] Walkthrough On “Websites” Tab

  • [09:25] Overview Of Overall Settings Of A Website

  • [14:36] How To Create A New Page For Website

  • [20:00] How To Optimize Website For Mobile View

  • [21:34] How To Add A Category On Your Website That Redirect To A Whole New Page

  • [25:12] How To Craft And Customize Website

  • [31:32] How To Turn A Page Into A Template

  • [33:50] How To Add Elements To A Funnel Page

  • [41:02] How To Delete Icons From Websites

  • [42:26] How To Add A Popup Form In Funnel

[30/8/2023] Office Hours: Strategy / Feature Spotlight Training Forms And Surveys

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:23] Walkthrough On Form Builder

  • [03:02] How To Build A Form From Scratch

  • [10:15] Quick Walkthrough On Text Input Fields

  • [15:25] How To Customize Form

  • [27:38] What Is A Sticky Contact

  • [28:09] Where To Add Forms for Your Clients

  • [33:24] How To Create A Funnel For Your Form

  • [39:57] How To Embed Form In Your Funnel

  • [43:53] How To Get The Link of Form

[23/8/2023] Office Hours: Strategy / Feature Spotlight Training Payment, Estimate, Proposal

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:33] Overview of Invoices Tab

  • [03:26] How To Create Invoice For One Time Payment

  • [07:16] Where To See List of Sent Invoice

  • [08:33] Quick Walkthrough On Orders, Transactions & Products Tab

  • [14:43] How Do Coupons Work On Your Website/Funnel

  • [17:04] How To Enable Automatic Receipts

  • [18:20] Where To Setup Taxes

  • [19:34] How To Integrate Different Payment Methods To SalesProcess

  • [21:20] How To Create Estimate In SalesProcess

  • [26:55] How To Create A Proposal To Customer 

  • [31:41] How To Build A Funnel That Takes Payments

  • [36:39] How To Track The Number of People Who Converted 

  • [39:11] Where else can payments be used throughout the sales process system

  • [42:05] How To Build Automation For Payments

[16/8/2023] Office Hours: Strategy / Feature Spotlight Training Templates

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:13] Introduction to Templates

  • [02:28] What Are The Different Types of Email Marketing Templates

  • [03:57] How To Customize Email Templates

  • [14:42] How To Use Text Templates

  • [16:47] How To Use Form & Survey Templates

  • [23:42] Walkthrough on Workflow Templates

  • [27:02] Guide On Membership Templates

  • [27:23] Overview of Marketing Templates

  • [29:00] How To Send Created Emails & SMS To Contacts

  • [35:25] Where To See The Duplication Tab

  • [37:44] How To Send Funnels To Contacts

  • [45:14] How To Filter My Leads Coming From Different Activities

[9/8/2023] Office Hours: Strategy / Feature Spotlight Training Memberships & Courses

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:28] Membership & Courses Feature Overview

  • [01:29] How To Add And Build A Product or Course In The Member’s Area

  • [09:53] Guide On How To Create A Quiz In Member’s Area

  • [15:00] Tutorial On Customize Courses

  • [17:55] How To Set Up A Price For Courses

  • [20:12] How To Get Link For Course And How To Customize It

  • [20:45] Guide On How To Edit Preview Of Your Offers

  • [22:48] Walkthrough On Other Features For Membership Tab 

  • [25:49] Overview Of Settings On Membership Tab

  • [28:10] How To Create Welcome Email For Members

  • [32:49] How To Build Automation For Products/Courses 

  • [37:04] How To Craft An Order Form For Offers

  • [38:54] How To Give Access To Your Clients Without Charging Them

[2/8/2023] Office Hours: Strategy / Feature Spotlight Training Opportunities & Pipelines

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:32] Overview of Opportunities & Pipelines 

  • [07:20] How To Add A Filter For Opportunities 

  • [09:07] How To Add New Opportunity

  • [11:30] Why Pipelines Can Be Useful

  • [12:30] Different Automations That Can Be Attached To Opportunities And The Way They Can Be Utilized

  • [20:52] How To Add Contacts To Workflow

  • [23:45] What Are The Different Pipeline Stages And How To Add Form From Scratch

  • [32:43] Workflow For Form Submitted

  • [35:55] Workflow For Pipeline Stage Change

  • [40:51] How To Filter Out Different Pipeline Stage

[26/7/2023] Office Hours: Strategy / Feature Spotlight Training Calendar

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:36] Overview Of The Calendar Tab

  • [05:15] Walkthrough On Calendar Settings 

  • [06:47] Guide To Preferences, Availability & Connections Tab

  • [09:53] Different Types of Calendar In SalesProcess

  • [11:03] How To Create A New Calendar

  • [16:59] How To Modify The Advanced Setup of Calendar

  • [24:37] Walkthrough on Forms & Payments for Calendar

  • [26:50] Guide To Notifications, Additional Options & Customization In Calendar

  • [30:29] How To Create A Workflow for Appointment Booking

  • [41:54] How To Enable Payments For Appointment Booking Calendar

[19/7/2023] Office Hours: Strategy / Feature Spotlight Training Settings of SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:48] Walkthrough On Business Profile In SalesProcess

  • [08:08] How To Use The “My Staff” Tab

  • [11:57] Overview Of Pipelines 

  • [13:04] Guide To Calendars In SalesProcess 

  • [14:05] How To Use The Phone Number Tab

  • [14:49] How To Use Reputation Management 

  • [18:09] Guide To Custom Values Tab

  • [18:57] How To Use Domain Feature

  • [21:10] How To Use Media Library

  • [23:31] How To Use URL Directs

  • [24:29] Guide To Integrations Tab

  • [30:08] Walkthrough On Email Services

  • [32:09] How To Use Conversation Providers, Tags & Labs In SalesProcess

  • [37:45] Overview Of Audit Logs

  • [39:32] Walkthrough the “Companies” Tab In SalesProcess

[12/7/2023] Office Hours: Strategy / Feature Spotlight Training Contacts Feature of CRM

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:22] Where To Find The Contacts Tab

  • [03:13] Overview of Contacts Feature of CRM

  • [14:33] How To Download CSV Of Contacts 

  • [20:36] How To Merge Contacts

  • [21:54] How To Use Filters

  • [24:58] How To Use Smart List

  • [31:36] Navigating The Contact File

  • [41:10] How To Know If The Email Is Being Sent To Your Contacts

  • [42:10] Where To See The Activity Log Of Your Contacts

[5/7/2023] Office Hours: Strategy / Feature Spotlight Training Automation and Workflows

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:47] Quick Walkthrough On Workflow List

  • [02:14] Overview of Different Workflow Templates

  • [08:22] How To Create Workflow From Scratch

  • [08:49] What Are The Different Triggers To Put In A Workflow

  • [23:18] Different Actions To Put In A Workflow 

  • [34:05] Understanding Different Actions for Workflow Customization

  • [40:49] Purpose of Enrollment History And Execution Logs

  • [45:32] How To View The Original Version of the Workflow

[28/6/2023] Office Hours: Strategy / Feature Spotlight Training Different Features of Funnel Builder

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:29] Where to Locate the Funnel Builder

  • [01:06] What Is A Funnel

  • [02:02] What Is The Purpose of Split Testing in Funnels

  • [03:34]  How To Products to Your Funnel

  • [03:49] Viewing the Statistics of Your Funnel

  • [06:31] What Are The Different Features In SalesProcess’ Funnel Builder

  • [30:01] What Are Sticky Contacts

  • [31:15] What Is Manage Tab Inside The Funnel Builder

  • [33:45] How To Modify SEO Data

[21/6/2023] Office Hours: Strategy / Feature Spotlight Training Custom Fields

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:40] Quick Walkthrough On Custom Fields

  • [01:44] How It Looks Like In A Contacts File When You Added A Folder In Custom Fields

  • [03:02] What Are The Different “Fields” You Can Add In Custom Fields And How To Add Them

  • [15:57] How To Add Custom Fields In A Form

  • [18:46] What Is The Purpose of “New Custom Value” And How To Use It 

  • [22:29] How To Utilize Tags And Custom Values In Workflows

  • [30:11] What Are The Automation That Can Be Applied For Custom Fields

  • [39:13] How To Join The Weekly Session of Office Hours 

  • [47:00] Is There A Charge If I Enroll In SalesProcess University

[14/6/2023] Office Hours: Strategy / Feature Spotlight Training Digital Forms And Surveys

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [03:35] Walkthrough On How To Use Custom Fields 

  • [08:15] Why Twillio Should Be Added Into A Workflow 

  • [11:44] How To Use Forms For Contract And Agreements 

  • [16:51] What Is Sticky Contact And How To Use It 

  • [17:52] How To Duplicate A Funnel

  • [24:12] How To Create Intake Form 

  • [26:46] How To Send A Form Directly To A Client

  • [27:31] How To Make A Personalized Email In SalesProcess

  • [34:37] How To Assign A User To A Workflow

  • [37:39] How To Brand My Email By Personal Domain

  • [38:45] How To Move Wix Account To SalesProcess 

  • [44:20] Where To Custom Code In SalesProcess Software 

  • [51:23] How To Segment Different Audiences 

  • [56:02] How To Create Affiliates In SalesProcess

  • [59:06] How Does Reputation Management Work

[31/5/2023] Office Hours: Strategy / Feature Spotlight Training Best Practices For SEO

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [04:52] How To Set Up SEO Metadata

  • [12:44] How To Get Your Domain Set Up 

  • [16:14] How To Test Your Metadata

  • [17:44] How To Optimize Your Funnel/Website

  • [29:42] How To Create A Blog Post In SalesProcess

  • [31:49] How To Add Your Blog From SalesProcess If You Have A WordPress Blog

  • [32:50] The Best Practices In Creating An SEO Blog For Funnel

  • [42:24] How To Drive People To Your Website Using SEO Blog

  • [48:32] How To Publish And Schedule Your Blog Post In SalesProcess

[24/5/2023] Office Hours: Strategy / Feature Spotlight Training
Testing Out Workflows 

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:56] Quick Walkthrough On How Nurture Sequence Works

  • [18:30] The Ideal Time To Call Your Warm Leads To Book An Appointment

  • [20:08] How To Test The Nurture Sequence Workflow

  • [25:07] How Can I Test If The Nurture Sequence Workflow Is Effective When A Lead Responds With A "Yes"

  • [26:32] How Can I Test If The Nurture Sequence Workflow Is Effective When A Lead Responds With A "No"

  • [31:57] How To Bypass The Wait Time And Test If The Next Action In The Workflow Works

  • [40:53] Walkthrough On Email Tracking Workflow

[10/5/2023] Office Hours: Strategy / Feature Spotlight Training
Best Practices In SalesProcess Software

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:02] The Importance of Setting Automation for Chat Widget

  • [04:19] Walkthrough On How To Build A Workflow For Chat Widget

  • [11:00] The Things To Check Before Publishing A Workflow

  • [17:36] Best Practices for Ranking Funnels/Websites on Google

  • [28:07] What To Do After Editing Your Website Funnel 

  • [31:30] How To Organize Your Contacts In Your Smart List

  • [36:44] What Is Pipeline And How To Create One

  • [41:34] Walkthrough On How To Use The “Opportunities” Tab In SalesProcess

[26/4/2023] Office Hours: Strategy / Feature Spotlight Training

Building An OTO Page, And Workflow That Nurture Leads

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:31] The Process On How To Build A Funnel For One Time Offer (OTO)

  • [13:35] How To Change Path Name Of OTO Page

  • [16:34] The Goal Of Building Nurture Sequence

  • [17:44] Walkthrough On How To  Build A Workflow That Nurture Leads To Appointment

  • [19:47] What Is A Trigger

  • [20:22] How To Add Form In Workflow

  • [22:00] How To Add Calendar To The Emails You Will Send

  • [24:43] How To Build A Branch For Contacts Who Did And Didn’t Reply To Your Email Or SMS

  • [30:59] How To Build A Nurture Sequence To Contacts Who Replied “Yes"

  • [37:14] How To Build A Nurture Sequence To Contacts Who Replied “No”

  • [41:42] Walkthrough On How To Build A Nurture Sequence To Contacts To Contacts Who Took Their Time To Input Their Information

  • [43:33] The Recap On How To Build A Workflow That Nurture Leads To Appointment

[19/4/2023] Office Hours: Strategy / Feature Spotlight Training

Building A Lead Magnet Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [04:19] How To Build A Form That Captures Leads Inside The Funnel

  • [10:29] How To Build A Calendar Page From Scratch

  • [22:11] How To Create Opt-In Page For Lead Magnet Funnel 

  • [40:08] How To Add Calendar In Lead Magnet Funnel

  • [44:45] How To Add Your Domain In SalesProcess Software

[12/4/2023] Office Hours: Strategy / Feature Spotlight Training Walkthrough On Workflows That Automate Tasks

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:20] The Process Of Building A Workflow For Faq Auto Reply From Scratch

  • [04:26] How To Create Multiple Branches For The Faq Auto Reply Workflow

  • [07:39] How To Add Triggers To Your Faq Auto Reply Workflow

  • [18:10] The Steps Involved In Creating A Follow-Up Sequence

  • [29:58] Walkthrough On Creating An Appointment Confirmation And Reminder Sequence

  • [33:13] Walkthrough On How To Develop A Lead Nurture/Fast 5 Lite Workflow

  • [47:05]  How To Build A Customer-Replied Workflow

  • [53:00] How To Test The Functionality Of Workflow

[5/4/2023] Office Hours: Strategy / Feature Spotlight Training

Crafting a High-Converting Sales Funnel: Tips and Strategies

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:20] The Process On Building A High-Converting Funnel

  • [10:49] How To Utilize Salesprocess’ AI Generator To Enhance Your Funnel Content

  • [16:35] How To Build An Effective Testimonial Section For Your Funnel

  • [20:53] How To Add Google Reviews To Boost Credibility In Your Funnel

  • [24:19] The Guide On Building A Space For Your Offer In Your Funnel

  • [36:32] How To Incorporate A Featured Column In Your Funnel Design

  • [38:23] How To Optimize Your Funnel For Mobile Viewing

  • [45:04] How To Add Faq Section To Answer Common Questions In Your Business

  • [48:02] How To Add “Pop Up” Form To Capture Leads In Your Funnel

[29/3/2023] Office Hours: Strategy / Feature Spotlight Training

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:31] How To Set Up Coupons In SalesProcess

  • [14:12] How To Add Chat Widget In Your Funnel For Potential Leads

  • [21:33] The Process Of Building A Workflow For Chat Notifications

  • [33:01] The Guide On Adding Unsubscribe Link To Your Emails

  • [39:38] How To Build A Workflow For Email Unsubscribe

  • [42:00] The Process Of Building Email Templates 

  • [45:00] Step-by-Step Guide to Navigating SalesProcess's New Feature: Email (2-Way Sync)

  • [50:07] The Guide On What To Do When A Workflow Fails

[22/3/2023] Office Hours: Strategy / Feature Spotlight Training Introducing The New Feature Of SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:24] How To Use The New AI Feature Of The SalesProcess Software

  • [03:16] The Different Ways On How To Utilize AI-Generated Website Contents In Your Funnel

  • [09:56] How To Add Featured Images In SalesProcess

  • [21:45] How To Create A Blog Post Using The AI Feature In SalesProcess

  • [37:21] Where To Find The Social Planner And How To Use It

[15/3/2023] Office Hours: Strategy / Feature Spotlight Training Building A Funnel & Order Form For Membership Offer, Creating Workflow For Products And Offers, Testing Out Funnel & Workflow

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [03:21] The Two Different Ways To Sell A Membership Offer

  • [07:09] A Walkthrough On Building An Opt-In Page

  • [14:04] How To Modify Order Form In Funnel

  • [20:22] Guide On How To Build An Order Confirmation Page

  • [24:49] How To Create A Product In SalesProcess 

  • [34:10] The Process On How To Build A Workflow That Allows Member To Have Access To The Membership Offer And Product(s)

  • [38:33] How To Choose A “Welcome Email” Template

  • [44:00] How To Test If Your Workflow And Funnel Are Working

[8/3/2023] Office Hours: Strategy / Feature Spotlight Training

Testing Out Workflows And Building A Product In Membership Area In SalesProcess Software

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:15] What To Test If Your Email Was Executed But Not Showing Up

  • [03:33] How To Book A Fake Call To See If The Emails Works

  • [05:48] How To Know In The Workflow If There Is Someone Who Booked An Appointment/Call

  • [11:09] Why You Should Enable “Allow Multiple” In Your Workflow SettingS

  • [12:36] Process On How To Build Out Product In Membership Area

  • [21:55] Explanation On How “Visibility” Works When Locking A Category In Membership Area

  • [25:22] How To Embed Videos In Your Product Description

  • [28:20] Different Ways To Customize The Product Details In Membership Area

  • [45:03] How To Modify “Comment Privacy”

  • [47:24] How To Create An Offer After Adding A Product

  • [50:14] How To Publish Product In Membership Area[54:52] Where To See The Product Link That Can Be Sent To People To Purchase The Offer

[1/3/2023] Office Hours: Strategy / Feature Spotlight Training

Building And Testing Out Workflows

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:18] How To Add A Contact To A Pipeline Stage In SalesProcess

  • [10:51] How To Know If You Need To Build Out More Nurture Sequence In Your Workflow

  • [12:50]  Step-by-Step Guide On How To Create A Workflow For Appointment Bookings

  • [20:52]  Guide On How To Create A Workflow For Appointment Rescheduling

  • [30:11]  How To Check The People Who Signed Up For An Appointment In A Pipeline

  • [32:20]  How To Test The Pipeline Trigger If It Works

  • [38:20]  How To Test If The Appointment Rescheduling Workflow Works 

  • [42:48]  Guide On How To Test Email Sending In Appointment Confirmation & Reminders Workflow

  • [55:35] How To Contact Live Support In SalesProcess

[22/2/2023] Office Hours: Strategy / Feature Spotlight Training Creating Forms & Calendar From Scratch, Building Out Three Step Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [03:02] A Step-by-Step Process to Building Effective Forms in SalesProcess

  • [10:09] How to Build Out a Calendar From Scratch

  • [20:00] What Are Custom Forms

  • [21:31] How To Modify Notification And Additional Options

  • [26:36] How To Move Calendar To A Specific Group

  • [28:35] How To Make Your Calendar Appear

  • [30:47] Comprehensive Guide To Building “Home Page” Of A Funnel

  • [39:23] How To Create 'Book a Call' Page in Your Funnel

  • [41:06] Building Out A Thank You Page In A Funnel

  • [48:46] How To Build A “Nurture To Appointments” Workflow From Scratch

[15/2/2023] Office Hours: Strategy / Feature Spotlight Training Calendar & Blog

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:10] The New Updates In The Calendar Settings of SalesProcess

  • [04:04] How To Use The Newly-Added Feature “Connections” Under Settings

  • [07:01] How To Edit The Updated Calendar

  • [10:31] Guide On How To Move Your Calendar To Different Groups

  • [11:54] How to Add Recurring Events to a Calendar

  • [13:47] How To Embed Your Calendar In Your Funnel Or Website

  • [10:31] How To Move Your Calendar To Different Groups

  • [16:13] How To Utilize The Blog Section In Settings

  • [18:33] How To Add Your Blog Set Category And The Authors

  • [19:38] The Process On How To Create A Blog

  • [27:56] How To Tweak The “Publish & Schedule” Settings After You Created Your Blog

  • [33:17] How To Add Your Blog Elements To Your Funnel

  • [37:02] A Walkthrough On Building A Workflow For Subscription Pop Up List And How To Send Promotional Email For Your Blog To Your List

  • [52:03] How To Set Up A New Trigger Link If You Want To Promote Your New Blog Through Sending An Email 

  • [54:49] How To See How Many People Are Reading Your Blog

[8/2/2023] Office Hours: Strategy / Feature Spotlight Training

Workflow Automations, Building Cancellation/Reschedule And No-Show Workflow, Creating Follow-Up Form

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:01] Where To Find The Calendar For Cancellation/Reschedule And No-Show Workflow 

  • [02:54] Guide On How To Create A Trigger Link For Cancellation/Reschedule And No-Show Workflow 

  • [04:13] How to Tweak the Reminder Sequence to Include A Cancellation And Reschedule Choice In Your Email

  • [08:37] The Process On How To Build An Appointment Cancelled/Reschedule Workflow

  • [19:45] Step-by-Step Guide On How To Create A No-Show Appointment Workflow

  • [29:11] A Brief Explanation About The Difference Of Abandon And Lost Stage In Your Workflow

  • [30:54] How To Update Your Workflow In The Communication Management Settings

  • [30:54] The Guide On How To Create A Follow-Up Form

  • [39:20] How To Automate Sending The Follow-Up Form To Your Customers Using The Reminder Sequence Workflow

  • [42:38] How To Build A Workflow For Submitted Follow-Up Forms

  • [55:02] How To View All Your Customer Appointments

[25/1/2023] Office Hours: Strategy / Feature Spotlight Training Workflow Automations, Communication and Contact Management, Action Log, Current Workflow Status, Nurture Sequence, Webinar Sequence Part 2

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [03:47] How To Use The Communication Management In Settings

  • [05:21] How To Use The Contact Management In Settings

  • [07:15] The Action Log And What Does It Do

  • [08:27] A Brief Explanation About Current Workflow Status

  • [09:37] How To Create An Opt-In Form

  • [13:21] A Guide To Building A Nurture Appointment Sequence

  • [23:28] How To Utilize If/Else Action In Workflow

  • [30:12] The Way To Add New Leads In The Pipeline

  • [36:05] How To See The Failed Actions In Your Workflow

  • [43:31] How To Build A Webinar Sequence

[18/1/2023] Office Hours: Strategy / Feature Spotlight Training Workflow Automations, Triggers. Actions, Making A Simple Workflow, Sending Emails & Text Messages in Workflows

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:56] What Is A Workflow and What Can You Do With It

  • [03:53] The Purpose of Pre-built Workflows

  • [05:17] Things To Consider If You Want To Build A Workflow From Scratch

  • [08:45] An In-depth Discussion Of Triggers In Different Categories

  • [25:11] How To Create An Automated Workflow For Appointment Confirmation And Reminders

  • [27:59] An In-depth Explanation About Different Actions You Can Use In Creating An Appointment Workflow

  • [38:01] The Two Most Important Actions For Workflows

  • [42:00] How To Send Multiple Emails And Text Messages Through A Workflow Action And Set The Email Address Of Users In Settings

  • [48:09] How To Create A Tag For Booked Appointments and Make A Pipeline

  • [49:48] How To Create A Wait Time For Appointment Status Workflow

[11/1/2023] Office Hours: Strategy / Feature Spotlight Training Setting Up SMS, Emails And Phone Numbers In SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:00] How To Set Up A Phone Number In Your SalesProcess

  • [08:17] How To Add Multiple Phone Numbers, Tracking Activities and Marketing Campaigns

  • [09:44] The Call and Voicemail Setting In Business Profile

  • [16:32] The First Thing You Need To Check When Phone Number Is Not Working In Your Company Billing

  • [17:10] How To Send Emails From Your SalesProcess Account

  • [24:52] Creating A  Forward Setting For Massive Email Campaigns

  • [26:47] How To Set Up An Email Signature

  • [29:57] Ways You Can Send Emails, Texts, and Calls Using SalesProcess

  • [39:20] Different Ways You Can Utilize To Call A Contact

  • [41:18] The Automations For Sending Emails, Texts, And Doing Outbound Calls

  • [42:33] How You Can Assign Emails to Different Users, Creating Voice Whisper And Recording A Voicemail 

[04/1/2023] Office Hours: Strategy / Feature Spotlight Training Nurturing Your Leads By Automating Your Facebook Messenger Chat Responder on SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:00] Facebook Ads Have Changed and the Consequences of the iOS 14 Update

  • [2:42] The Steps on How Facebook Messenger Ads Work and How You Can Do It

  • [6:00] The Automation of Facebook Messenger Chat Responder on SalesProcess

  • [9:30] How to Setup a Trigger for Your Facebook Chat Sequence

  • [14:05] A No-Brainer Process of Adding an If / Else Condition Action to Your Workflow

  • [21:55] How to Send Another Messenger Response When Your Customer Replies Using the Wait Action

  • [28:48] How to Edit Your Welcome Email Templates and Where You Can Find it

  • [34:00] What You Can Do if Your Customer Does Not Provide a Valid Email Address

  • [37:36] The Workflow For The Customer Who Isn’t Interested in Your Offer From The Initial Facebook Ad

[28/12/2022] Office Hours: Strategy / Feature Spotlight Training Overview of SalesProcess Membership Area

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:45] The Overview of SalesProcess Membership Area And What It’s For

  • [03:25] How To Build Your Membership Products In SalesProcess

  • [12:32] The Steps For Embedding Videos, GIFS, and Thumbnails Into Your Membership Area

  • [22:14] How To Add Assessment To Your Product Structure

  • [27:12] The Description, Themes, and Customization You Can Do To Your Membership Area

  • [36:24] How To Enable, Hide, and Lock The Comment Sections 

  • [38:03] Different Ways To Start Building Your Offer

[21/12/2022] Office Hours: Strategy / Feature Spotlight Training SalesProcess Funnel Builder and Templates Part 3

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [2:10] Enhance Your Web Page In The Search Engine By Using The SEO Meta Data Under SalesProcess

  • [7:24] How To Use The Tracking Code and Custom CSS In Your Funnel Page

  • [8:33] Customize The Design Of Your Funnel By Using Different Backgrounds and Typography

  • [12:14] Renaming Your Funnel, Edit The Path For The Home Page, and Add A Favicon For Your Website

  • [22:55] Start Making Your Funnel Live By Adding In A Domain

  • [36:12] Different Types Of Payment Options You Can Utilize In Your Funnel

  • [51:55] New Feature In SalesProcess: Coupon Codes And How To Make One

[14/12/2022] Office Hours: Strategy / Feature Spotlight Training SalesProcess Funnel Builder and Templates Part 2

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:53] Improve Your Funnel By Utilizing Blog Feature On Sales Process

  • [06:33] How To Add In All Your Necessary Videos, Images, And FAQs To Your Funnel

  • [16:22] Tweak Your JS/HTML, Survey, Calendar, Map, SVG, and Reviews Under The Custom Element

  • [25:40] Steps In Setting Up Your General Countdown, Minute/Timer, and Day-Timer Under The Countdown Element

  • [35:46] Enhance Your Website By Adding Up Navigation Menu And a Divider

  • [44:45] Why Using Image Feature And Progress Bar Can Help Your Potential Leads Navigate Throughout Your Website

  • [47:40] How To Use The 2-Step Order Form, 1-Step Order Form, And Order Confirmation On Your Funnel

[7/12/2022] Office Hours: Strategy / Feature Spotlight Training SalesProcess Funnel Builder and Templates

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:45] An Intro For The Funnel Builder And Templates In SalesProcess

  • [11:56] Getting Started With Your SalesProcess Funnel Builder

  • [19:23] Creative Ways To Create Sections In Your Funnel

  • [27:31] Easy Steps To Fill In Your Funnels With Your Contents

  • [31:09] Different Elements In The SalesProcess Funnel Builder

  • [51:47] How To Put An Open Pop-Up In Your Funnel

  • [54:10] How To Use Chat Widget As A Trigger For Your Facebook Page Instead Of Your Messenge

Office Hours: Utilizing Forms And Surveys In SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [2:10] Customize-Build Your Forms The Way You Want

  • [15:36] Adding Styles To Your Forms That Reflect Your Business or Your Personality

  • [21:37] Few Things You Should Never Overlook After Creating Your Forms

  • [27:41] Where To Check All The Submissions From The Form You Created

  • [31:45] How Surveys Work And The Steps You Can Maximize From It

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: Calendar Features That Will Make Your SalesProcess Journey Better

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:11] What Makes SalesProcess Calendar Standout Amongst Other Calendars

  • [2:35] Importance Of Establishing SalesProcess Calendar Integrations

  • [5:54] Updating Your User Availability After Doing Your Calendar Integration

  • [11:11] Synching Your Google Calendar To Your SalesProcess Under Calendar Configuration

  • [12:35] How To Add Your Staff/Members To Your SalesProcess Calendar

  • [17:53] A Step-By-Step Guide To Start Building Up Your SalesProcess Calendar

  • [44:18] How To Not Send Links To People On Your Calendar With SalesProcess In It

  • [48:08] Building A Basic Automation You Might Need To Know About

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: Everything You Need To Know About Customer Relationship Management Features of SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [3:20] A Walk-Through To Your Contacts

  • [10:50] How To Message Your Contacts Directly From The Contact Profile Via SMS/Email

  • [15:52] Where To See The Activities, Tasks, Notes, And Appointments Of My Contacts

  • [20:06] How Different Bulk Action Icons Work

  • [28:52] How To Rigorously Import A Contact List

  • [38:36] What Are The Right Steps In Creating A Smartlist

  • [43:27] Ways On How You Can Build Automations On DND

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: The Second Seven Post-Onboarding SalesProcess - Strategy Feature

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [2:22] How To Set Up Your SalesProcess Profile

  • [12:37] Start Adding The People You’re Working With

  • [17:15] How To Strategically Fix Your Calendars

  • [35:26] Everything You Need To Learn About Reputation Management Tab

  • [39:12] Administer Your Interactions With Customer Relationship Management

  • [51:07] Done For You Templates Your Marketing Team Will Need

  • [54:46] Join Our Community To Receive Support For Your Business

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: The Overview Of Affiliate Marketing Feature In SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [04:03] How to Set-up Your Affiliate Program Natively on SalesProcess

  • [08:46] Setting Up Your Funnel and Going Live

  • [35:20] Creating Your Affiliate Campaign

  • [43:30] How to Add Affiliates to Your Program

  • [53:20] How the Payout Process Works

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: Getting Started With A Form, Funnel, And Workflow

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:37] Start Nurturing Leads By Building A Form

  • [08:07] How To Refine Your Form By Adding Custom Fields

  • [12:52] Starting The Customer Journey With A Customizable Funnel

  • [29:25] Advancing The Customer Journey With A New Funnel Step

  • [34:50] Tying It All Together With A Workflow

  • [49:00] Testing Your Form, Funnel, And Workflow

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: Setting Up Your Business For Success

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [06:10] Managing Your Leads By Building Pipelines

  • [17:24] Gathering Lead’s Details By Creating A Survey Or Form

  • [19:30] How To Build Multi-Page Survey That Uses Conditional Logic

  • [28:35] Tweaking The Styles And Options Tabs To Customize Your Survey

  • [35:55] Building Your Workflows

  • [41:00] How To Create A Workflow That Nurtures Your Leads

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: Setting Up A Nurture Workflow For New Leads

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:45] How To Create A New Workflow To Nurture New Leads

  • [07:47] How To Add Conditions To Your Workflow

  • [24:15] Warm Up Cold Links By Adding A Trigger Link 

  • [27:50] Creating A New Workflow Once Trigger Link Is Clicked

  • [35:29] Testing Your Workflow’s Happy Path

  • [41:58] Testing Your Workflow’s Conditions

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: Setting Up An Automated Appointment Booking Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:04] Get Your Google Account Integrated

  • [08:42] Set Up Team Calendar

  • [29:25] Add Calendar To A Website/Funnel Outside Of SalesProcess

  • [30:28] Create An Online Form

  • [33:34] Create A Workflow From Scratch

  • [43:09] Create A Full Price & Discounted Price Product

  • [44:12] Create A Funnel With A Calendar & Form

  • [47:29] Add The Full Price & Discounted Price Product

  • [49:21] Test Out The Funnel

Office Hours: Setting Up Blogs On SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:21] Creation of A Blog

  • [05:29] Adding Images & Videos To The Blog

  • [07:41] Publishing A Blog Post

  • [15:43] Create A Funnel Page For The Blog

  • [29:53] Create and Connect A Subdomain To The Site

  • [35:49] Setting Up a Form

  • [41:10] Create A Form Submitted Workflow

  • [43:59] Testing Your Blog Site

  • [48:00] Editing Blog Email From Templates

  • [51:00] Creating Blog Email Campaign

Office Hours: Building Your Lead Magnet Funnel Part 2

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:49] Recap On What Was Built

  • [10:21] Setting Up A Reschedule Workflow

  • [15:16] Setting Up A Cancelled/No-Show Workflow

  • [29:50] Testing Lead Magnet Page

  • [34:06] Testing Out The Lead Magnet Nurture To Appointment Workflow

  • [40:18] Testing The Calendar Booking Appointment

  • [41:40] Testing The Text Messages & Emails

  • [47:17] Testing The Workflow

Office Hours: Building Your Lead Magnet Funnel Part 1

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [03:06] Build Out A Lead Magnet Form

  • [08:38] Create A Lead Magnet Funnel

  • [20:18] Fill Out The SEO Meta Description

  • [25:00] Customizing The Thank You Page

  • [29:12] Add A Domain For Your Lead Magnet

  • [33:42] Link The Domain To Your Lead Magnet

  • [41:13] Create A Lead Magnet Workflow

  • [53:27] Create A Nurturing Workflow 

Office Hours: 5 Essentials Must-Have Workflows

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [03:05] Form Submission Workflow
  • [11:29] Lead Nurture Workflow
  • [23:27] Appointment Confirmation Reminder Sequence Workflow
  • [43:05] Appointment Status Form Workflow
  • [53:31] Follow-Up Sequence Workflow

Office Hours: The 7 Steps Post-Onboarding Process of SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [4:40] Step 1: Setting Up Your User Profile
  • [9:27] Step 2: Setting Up Your Team
  • [15:09] Step 3: Creating Your Calendar
  • [35:44] Step 4: Building Your Reputation Management
  • [41:20] Step 5: Setting Up Your CRM
  • [47:11] Step 6: Customizing The Templates For Your Site
  • [48:18] Step 7: Making Use Of The Help Library

Office Hours: Testing Out Features for High Ticket Funnels

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:03] A Look At The Past Four Sessions

  • [17:57] Adding Promo Or Coupon Code In Your Sales Funnel

  • [23:20] Price Test Your Checkout Funnel Page

  • [28:48] How To Make A Test Purchase Of Your Sales Funnel

  • [35:36] Automated Workflow Testing

  • [51:51] Run A Beta Test For Your Membership Site

  • [54:11] How To Set Up An Automated Calendar System In Your Funnel

Office Hours: Making Changes As You Build Your High Ticket Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:18] A Quick Run-down On The Current Funnel Built

  • [5:02] Make Adjustments On Your High Ticket Calendar Page To Fit Your New Product Or Offer

  • [12:24] Build Out The Membership Area By Setting Up Your Offers And Products To Be Accessible

  • [30:24] Revise Your Automation Workflow To Accommodate The New Adjustments Made

  • [47:00] Recreate A New Workflow To Trigger Your Audience To Take Action

  • [49:14] Setting Up Email Automation Upon Completing The Registration

  • [53:03] A Step By Step On How To Clone A Pipeline

Office Hours: Setting Up Automations For A High-Ticket Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [3:05] How To Set Up Your Funnel Automation (Email Triggers & Tagging)

  • [21:45] How To Set Up A Nurture Sequence

  • [25:13] Email Creation 101 (Customization Hacks)

  • [32:44] Building A Workflow To Trigger Your Nurture Sequence

  • [38:54] How To Set Up A Follow-Up Automation

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [3:43] How To Set Up Your High-Ticket Checkout Page (Part 2)

  • [5:54] How To Set Up A One-Click Upsell Page

  • [20:35] Integrating Products To Your Upsell Page

  • [29:44] Connecting Your Domain To Your High-Ticket Funnel

  • [35:23] How To Set Up Your Calendar (Tips & Tricks)

  • [50:52] How To Set Up Your Funnel Workflow

Office Hours: Build A High-Ticket Funnel From Scratch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [3:43] How To Build A High-Ticket Funnel From The Ground Up

  • [11:46] How To Craft A Compelling Headline That Acts As A Hook

  • [16:56] Setting Up Your Above The Fold Section

  • [36:44] How To Integrate Social Proof Into Your Funnel

  • [44:13] How To Set Up Your High-Ticket Checkout Page (Part 1)

Office Hours: Final Pieces Before Launching Your First Webinar!

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End

  • [17:28] How To Setup A Post Webinar Nurture Sequence

  • [27:16] How to Setup The Workflow For Your Nurture Sequence

  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence

  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

Office Hours: Webinar Funnel Integration Walkthrough

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:02] How To Setup Your Registration & Reminder Email Automation Using Zapier

  • [15:45] How To Setup Your Pipeline So Your Registrations Are Automatically Moved To Their Respective Stages

  • [22:53] How To Create a Product For Your Webinar Upsell

  • [26:31] Purpose Of Tagging & What Happens After Your Webinar

  • [29:06] The Power Of Smart Lists and Tagging Your Audience Based on Actions

  • [40:05] How To Test Your Automations, Triggers and Workflows

Office Hours: Setting Up Your Webinar Emails

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:02] How To Build An Email With SalesProcess

  • [02:40] Steps To Customize Your Email Template

  • [13:15] How To Schedule The Email And Send It Out To My List?

  • [14:23] How To Activate Drip Mode On SalesProcess

  • [16:12] When Should I Start Sending Out Emails?

  • [17:46] How To Create A Workflow?

Office Hours: Building Your Very Own Webinar Funnel

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:37] How To Clone Your Funnel

  • [02:49] How To Access The Shared Funnel On SalesProcess?

  • [04:29] Sales Funnel Copywriting Secrets

  • [06:15] How To Tweak Your Funnel

  • [07:00] Create Your Own Logo

  • [11:20] How To Make Sure Your Funnel Is Congruent?

Office Hours: Boost Your Business's Reputation With SalesProcess

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:21] Why Reputation Management Is Important

  • [03:45] How To Set Up Your Integrations

  • [04:10] The Two Biggest Review Platforms In The World

  • [05:48] How To Set Up Your Facebook Review Tab On SalesProcess

  • [09:10] How To Set Up Your Google My Business Profile On SalesProcess

  • [11:52] The Best Time To Send Out Your Review Request

Office Hours: Funnel Building Best Practices

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:10] Websites Vs Funnels

  • [02:35] How To Build A Funnel On SalesProcess

  • [11:40] Steps To Build Your Customized Funnel

  • [15:17] How To Import Your Funnel From Clickfunnels To SalesProcess

  • [22:29] How To Personalize Your Funnels

  • [33:00] Steps To Create A Form Through SalesProcess

Office Hours: How To Utilize Zapier Integration

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:00] How To Integrate Zapier With SalesProcess

  • [08:00] How To Maxmize Zapier

  • [10:30] Zapier Google Forms And How To Use It

  • [14:42] How To Build Out Zapier Automations

  • [32:30] How To Create Zaps

  • [37:00] How To Connect Zoom To Zapier

Office Hours: How To Setup Social Planner, Forms & Surveys

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:30] How To Build Out Forms And Surveys On SalesProcess

  • [15:07] How To Integrate A Form Or Survey Into A Funnel/Website

  • [22:00] Planning Out Social Media Posts With The New Social Planner Feature

  • [26:27] Building Out Email Sequences With Different Templates In The Email Builder Feature

  • [41:51] How To Add And Import HTML Email Templates Into SalesProcess And Edit Coding Elements

  • [47:22] How To Create Your Own Custom Templates For SMS Or Email Sequences

Office Hours: Working With Different Types Of Workflows

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:17] How To Set Up Different Types Of Workflows After Making A Sale

  • [18:07] How To Build Forms And Surveys To Receive Feedback From Customers

  • [33:01] How To Utilize Custom Fields In Surveys In Order To Use Conditional Logic

  • [41:10] Steps To Build Up Your Workflow And Integrate A Survey Into Your Funnel

  • [55:40] How To Remove Previous Workflows And Discontinue Nurture Sequences

Office Hours: Setting Up Your Automations

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:35] What Goes Into A Workflow And How You Can Utilize It To Trigger Events For Your Business To Take Action

  • [05:00] The Big Picture Of What Your Workflow Needs To Do And How You Can Plan For It

  • [06:30] How To Increase Audience’s Show-Up Rate By Getting Them To Re-Book Their Missed Appointments

  • [20:15] How To Create A “No-Show” Workflow To Maximize Your Leads Engagement

  • [25:58] How To Build Out A Simple Nurture Sequence To Not Leave Any Leads On The Table

  • [39:14] Steps To Build Out Your Emails To Save It As A Template To Add It Into The Workflow

Office Hours: Setting Up Messaging (SMTP & Phone Numbers)

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [0:00] A Step-By-Step Guide On Setting Up Your Number On SalesProcess To Communicate Your Messaging To Your Audience

  • [5:06] How To Set Up Your Mailgun Account To Avoid Your Emails Landing In The Dreaded Spam Box

  • [7:04] This Nifty Trick To Add To Your Domain To Improve Your Email Deliverability

  • [20:22] Workflow Automation And How To Create A Drip Mode For Your Emails To Maximize Your Follow Up Efforts

  • [22:10] How To Build A New Workflow From The Ground Up To Achieve The Goal Of Your Sales Process

  • [40:18] The Techniques To Streamline Your Workflow To Automate Your Follow Up Sequences So You Won’t Leave Leads On The Table

Office Hours: Setting Up Your Membership Area

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [02:50] The Entire Overview Of The Membership Area Dashboard And How You Can Get Started

  • [05:17] The Extensive Membership Sections And The Simple Steps You Can Take To Build Up A Course Through SalesProcess

  • [07:00] How To Set Out A Category For Your Membership Area In SalesProcess And The Content You Can Utilize To Populate That Section

  • [12:50] Steps To Master Your Membership Area With Loom And How To Embed Your Videos Effectively

  • [19:11] Techniques To Build Out Your Customized Theme To Give Your Membership Area A Personalized Look

  • [30:16] This Nifty Trick To Clone Your Membership Area Products So You Don’t Have To Waste Your Time Reuploading Everything

Office Hours: Setting Up Your Funnels / Websites

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [01:50] The Main Components To Building A Funnel Through SalesProcess To Streamline And Simplify Your Business

  • [04:57] The Nifty Tricks To Customize Your Funnel To Individualize Your Sales Process And Keep Your Business Integrated

  • [10:30] The Complete Breakdown To Building Your Funnel In SalesProcess That You Can Instantly Model To Create An Effective Sales Process

  • [33:00] How To Attach Products To Your Funnel To Get It Up And Functional

  • [42:20] How To Emigrate Your Payment Plans And Integrate It Seamlessly Into Your Funnel Without Wasting Your Time, Effort, And Money

  • [45:30] Strategic Steps To Creating Products That Convert In Your Funnel So That You Can Implement It Instantly

Office Hours: Setting Up Your CRM Management

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:49] How To Set Up Your Contacts To Keep Your Business On Your Customer’s Top Of Mind

  • [03:42] Steps To Create A Task In Your Contacts To Streamline Your Appointments

  • [12:50] Why You Should Be Using Bulk Actions To Automatically And Efficiently Follow Up With Your Leads

  • [26:38] The Simple Method On How To Import Your Contacts In A Smart List To Set Up Your Business For Success

  • [30:24] How To Create A Trigger Link To Help You Build Out An Automation To Schedule Your Appointments Effectively

  • [47:31] The 12 Built Out Pipelines And How You Can Utilize Them To Manage Your Team Members Easily

Office Hours: Setting Up Your Calendar

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:00] Steps To Setting Up Your Calendar And Integrate It

  • [03:05] How To Create The 2 Primary Calendars

  • [08:25] Setting Up Your Team Calendar From Scratch To Finish

  • [28:50] Demonstrating How To Crush Your Appointments With The Software

  • [37:08] Strategies On How To Maximize Your Calendar

Office Hours: Setting Up Your SalesProcess Account

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [1:20] Summary Of How To Integrate A Webinar Funnel From Start To End
  • [17:28] How To Setup A Post Webinar Nurture Sequence
  • [27:16] How to Setup The Workflow For Your Nurture Sequence
  • [34:59] Building a Purchase & Abandoned Cart Follow-Up Sequence
  • [49:20] How To Conduct The Funnel Testing Phase Prior To Launch

In this session, you will discover:

  • [00:20] Steps To Set Up SalesProcess From Start To Finish

  • [13:16] How You Can Utilize The Software To Streamline Your Contacts

  • [15:20] A Play-By-Play Guide On How To Completely Set Up Your Call Tab

  • [23:54] How To Not Get Flagged For Spam Through This Nifty Feature

  • [39:47] Take Your Potential Lead To A Happy Customer Through This Software