Course curriculum

  • 1

    Getting Started (Quick Onboarding Sequence)

    • Start Here

    • Welcome From Alex

    • Getting Started 1: Phone Number

    • Getting Started 2: Integrations

    • Getting Started 3: Calendar

    • Getting Started 4: Import Contacts

    • Getting Started 5: Create Campaign & Add Contacts To It

    • Getting Started 6: Triggers

    • Getting Started 7: Final Overview

  • 2

    **NEW UPDATES**

    • Brand New Email Builder Part 1

    • Brand New Email Builder Part 2

    • Unsubscribe Link In New Email Builder

    • Website Chat Widget

  • 3

    Campaigns

    • Introduction

    • Campaign Configuration (ALWAYS EDIT FIRST)

    • Create Campaign

    • Broadcast Email or Text

    • Brand New Email Builder Part 1

    • Brand New Email Builder Part 2

    • Use New Email Builder Emails In Campaign

    • Add Unsubscribe Link To Emails

    • Add Current Contacts To Campaign

    • Add New Contacts To Campaign

    • Send Email/Text/Voicemail At A Specific Time

    • Voicemail Drop

    • Campaign Stats

    • Track Opens Or Clicks

    • Email/SMS Templates

    • Broadcast SMS

    • Hot Transfer

    • Power Dialer (Create & Use)

    • Trigger Links

  • 4

    Power Dialer

    • Power Dialer

    • Multi Call Power Dialer (call 3 times then leave vm)

    • You Can Have Multiple Power Dialer Campaigns

  • 5

    Forms & Surveys

    • Overview

    • Create Form

    • How To Embed A Form On Your Own Website

    • Form Submission Trigger

    • Create Survey

    • Place In Funnel (Hidden Email Field/Sticky Contact)

  • 6

    Contacts

    • Introduction

    • Import Contacts

    • Example CSV File

    • Split First/Last Name In Excel

    • Filter Contacts & Create Smart Lists

    • Row Of Buttons

  • 7

    Triggers

    • Triggers Overview

    • Contact Tag Added

    • Form Submitted

    • Survey Submitted

    • Pipeline Stages & Triggers

    • Happy Birthday Trigger

    • Custom Date Reminder

    • Customer Replied

    • Automatically Text Back Calls That You Miss

    • Email Events

  • 8

    Calendar

    • Introduction

    • Integrate Your Google Calendar With Agent-CRM

    • Integrate Outlook With Google Calendar

    • Appointment Reminder Campaign

    • Add A Custom Form To Your Calendar

    • Manually Book Appointment For Contact (contact timezone)

    • Trigger: Appointment/Customer Booked Appointment

  • 9

    Team Calendar (Better For Optimization)

    • Team Calendar 1: Create A Team

    • Team Calendar 2: Add Team Calendar Events

    • Team Calendar 3: Modifying User Availability

    • Team Calendar 4: Modify Appointment Scheduled Campaign

    • Team Calendar 5: Modify New Appointment Trigger

    • Set Up Zoom Integration

  • 10

    Pipelines

    • Introduction

    • Create A New Pipeline

    • Pipeline Filters

    • Add Current Contacts To Pipeline

    • Add New Contacts To Pipeline

    • Trigger Based On Pipeline Stage Changed

    • Automated Calling Pipeline (power dialer workaround)

  • 11

    Team Accounts

    • Adding A New User

    • Assign To User/Round Robin

    • Team Calendar 1: Create A Team

    • Team Calendar 2: Add Team Calendar Events

    • Team Calendar 3: Modifying User Availability

    • Team Calendar 4: Modify Appointment Scheduled Campaign

    • Team Calendar 5: Modify New Appointment Trigger

  • 12

    Zapier App

    • Start Here

    • Giveaway Leads To Google Sheet Part 1

    • Giveaway Leads To Google Sheet Part 2

    • Giveaway Leads To Google Sheet Part 3

    • Pull Lead From Agent CRM To Zapier (webhooks)

    • Add Contacts To Agent CRM Using Zapier

    • Connect Lead Carrot With Agent CRM

    • Connect Agent CRM With Banner Season

    • Facebook Lead Ad To Agent CRM (do this if you have multiple pages)

  • 13

    Facebook

    • Integrate Page & Ads Account

    • Map Facebook Lead Ad Form

    • Facebook Lead Ad Trigger

    • Facebook Lead Ad To Agent CRM (do this if you have multiple pages)

    • Want To Run Lead Ads?

  • 14

    Funnels

    • Overview

    • Purchase & Add A Domain

    • Choose "Next Step" On Redirect Action

    • Edit Calendar Funnel

  • 15

    Settings

    • Company

    • Team Management

    • Phone Number

    • Custom Fields

    • Custom Values

  • 16

    Miscellaneous

    • Conversations Overview

    • Import ClickFunnels Funnel Into Agent CRM

  • 17

    Membership Area

    • Overview

    • Create Products (Courses)

    • Create Offers (Pricing)

    • Create Funnel That Charges & Gives Access To Course

    • Two Step Order Form Trigger

    • Membership Access Granted Trigger

  • 18

    Click & Play

    • Request Here

    • Snapshots Sent: Watch This To See What You Received

    • Funnel Editing Live Demo With Chris

    • Resurrect Past Leads Campaign

    • Prospecting Referral Partners Campaign

    • Checking In On Quote Campaign

    • Referral Request Campaign

    • Calendar Funnel

    • Life Insurance Quote Request

    • Happy Birthday Trigger

  • 19

    Support Hub

    • Revive Dead Leads

    • Grow Your Referral Partner List

    • Tell Your List Happy Birthday!

  • 20

    Massive Resource Library

    • All Videos