Day 5: Where is your Built for You Stuff

Today we are going to go over what all the Built for You stuff is, where to locate it, and some other general helpful pieces. This was a video from our previous onboarding that does a REALLY good job explaining where it all is. 

Where is your Built for You stuff -> https://youtu.be/mMOXkJTG0Xk

Call to Action!!!

Update your "Onboarding BFY" drip campaign. Go to Tools -> SMS -> Drips -> Onboarding (New Business) *click the plus sign to the right*. Go to the 2nd drip, click the pencil icon, and add your google review link to the end of that text. *tip* use a bitly link for this. Go to www.bitly.com and shorten your google review link. FOR FREE

Your "Sale" pipeline now will ask for reviews EVERY sale, and give them a link on where to go. Go use your pipeline. 

Your next Sale, add them to the Pipeline status "Sale" by simply clicking the "Plus Sign" under the "Sale" column, and add the client name, mobile, and email into AE (don't forget to put them into the Customer BFY group)

Good luck!