WELCOME TO AGENCY ELEPHANT
We are super excited to get you going. A couple things have to be done prior to your account being ready.
Once we approve your account you will be notified to log in and complete your brief wizard. The wizard sets up your phone settings, builds the account, and gets your team members set up. (If you don’t set up your team accounts on the wizard you can do this later)
Once this wizard is complete you will be able to login, however, your account is not complete. You will need to complete your phone registration form ASAP. Once this is completed it takes your system approx. 10 business days for the carriers to approve your phones for texting. Complete this form -> https://form.jotform.com/222785418041152
Please note, you will need an EIN number for this due to carrier compliance (T-Mobile, AT&T, Verizon etc.) If you don't have one and are registered as a Sole Prop, please click the link on the form (link above) to get an EIN in minutes.
BOOK YOUR ONBOARDING CALL
Make sure you book your 30 minute call so that we can make sure phones are working correctly, your pipeline reflects your agency and get some general walk through help. https://calendly.com/agency-elephant/onboarding-call
Agency Elephant is a very robust system that gives you the ability to grow into. No one uses all pieces of the system. So your job is to stay laser focused on the specific things you want to address in your Agency, the below onboarding steps will help!
Getting Familiar with Agency Elephant & Taking Action!
To effectively onboard with Agency Elephant follow the below steps to get accustomed with the account, how to use certain things, connect email accounts, etc. We do not recommend just jumping into AE and blindly taking action. Follow the steps, they are here to help you!
- Book your Onboarding call -> https://calendly.com/agency-elephant/onboarding-call
- Start your Onboarding with Agency Elephant on your AE Guide (once you click the link you will see a few button options, click the onboarding one), make sure to bookmark it to your Chrome, it is your life blood to everything AE knowledge -> https://agencyelephant.stonly.com/kb/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979
- Complete your 10DLC SMS Registration form (we submit this on your behalf -> https://form.jotform.com/222785418041152
- Download your Agency Elephant Soft Phone for texting, calls, etc.. This extension is live on every google tab you have and will notify you when you have new sms, calls, etc. -> https://chrome.google.com/webstore/detail/agency-elephant-soft-phon/hjiepcbghebaiegopomlcdbofiilmmgn
- Follow the Agency Elephant onboarding series to get accustomed to your account -> https://agencyelephant.stonly.com/kb/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,2089821
Action Steps to take IMMEDIATELY after your onboarding.
- Implement one of our "make money tomorrow" strategies to see immediate activity -> https://agencyelephant.stonly.com/kb/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,1660000
- Implement our "one on one activities to generate opportunity" to see some immediate results -> https://agencyelephant.stonly.com/kb/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,1728594
- Pick a list from our "Sales Roadmap" to trigger some outbound automation to write business -> https://agencyelephant.stonly.com/kb/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,1646041
If you have any questions do not hesitate to reach out to us via email, facebook (Matt Hahn or Brian Blair), or sms. This is our email. Our sms line should have already texted you today.
- Agency Elephant