Course curriculum

  • 1

    Getting Started

    • Download App

    • 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

    Training Videos

    • Welcome From Alex

    • Getting Started

    • Import Contacts

    • How To Filter Contacts & Create Contact Lists

    • Save Filtered Contacts Screen

    • Communicating With Leads

    • Integrate With Facebook (Lead Generation Ads)

    • Add A Domain To Agent-CRM

    • Add Team Members

    • Check The "Record Calls" Box

  • 3

    Campaigns

    • Broadcast Email or Text

    • Add Leads To Campaign

    • Call Hot Leads

    • Add Unsubscribe Link To Emails

    • Tag Every Lead As "all"

    • Send Email/Text/Voicemail At A Specific Time

  • 4

    Power Dialer

    • Power Dialer

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

    • You Can Have Multiple Power Dialer Campaigns

  • 5

    Triggers

    • Triggers Overview

    • Pipeline Stages & Triggers

    • Automatically Text Back Calls That You Miss

  • 6

    Forms & Surveys

    • How To Embed A Form On Your Own Website

    • Form Builder

    • Survey Builder

  • 7

    Calendar

    • Calendar & Appointments

    • Integrate Your Google Calendar With Agent-CRM

    • Appointment Reminder Campaign

  • 8

    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

  • 9

    Click & Play

    • Request Here

    • 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

  • 10

    Support Hub

    • Revive Dead Leads

    • Grow Your Referral Partner List

    • Tell Your List Happy Birthday!

  • 11

    Massive Resource Library

    • All Videos

  • 12

    Live Q&A Calls

    • July 22, 2020

    • July 24, 2020

    • July 27, 2020

    • July 29, 2020

    • July 31, 2020

    • August 3rd, 2020

    • August 5th, 2020

    • August 6th, 2020

    • August 7th, 2020

    • August 10th, 2020

    • August 12th, 2020

    • August 14th, 2020

    • August 17th, 2020

    • August 18th, 2020

    • August 19th, 2020

    • August 20th, 2020

    • August 21st, 2020

    • August 24th, 2020

    • August 28th, 2020

    • September 2nd, 2020

    • September 21st, 2020

    • November 9th, 2020

    • November 11, 2020

    • November 13, 2020