Tech Help is the course you need to use to get your technology all set up to be able to market on these platforms.
This includes everything you need to get going, such as:
-Choosing the Right Domain Name
-Setting up your Website
-Setting up your Website Pages and Funnels
-Setting up Web Forms
-Different Website Options\
-Choosing the Right CRM
-Setting Up Your CRM to Track Leads
-Automation
-Communication
-The Tech of How to Do Deals Virtually
-Our Preferred ESignature Platform
-Preparing & Sending Contracts to Be Signed
--And Much More!
Module 1 | Start Here | |
---|---|---|
Unit 1 | How to Use This Module | |
Unit 2 | Documents are Priority Over the Videos | |
Module 2 | Choosing a Good Domain Name | |
Unit 1 | Finding a Good Domain Name | |
Unit 2 | Domain Generator | |
Unit 3 | Domain Generator Link | |
Unit 4 | Additional domain tips | |
Unit 5 | Godaddy buying tips | |
Unit 6 | Namecheap buying tips | |
Module 3 | Website Option: Convertri (Medium) | |
Unit 1 | Website Advice | |
Unit 2 | Sign Up For Convertri | |
Unit 3 | Initial Account Setup | |
Unit 4 | Domain Integration | |
Unit 5 | Overview of the Funnel Created | |
Unit 6 | Publish Pages | |
Unit 7 | Edit Header | |
Unit 8 | Edit Footer | |
Unit 9 | Edit the URL Banner Image on the Pages | |
Unit 10 | Editing Contact Us & About Us Page | |
Unit 11 | Web Form Configuration | |
Unit 12 | Adding Webform Disclaimer | |
Unit 13 | Web Form Quality Control & Testing | |
Unit 14 | Install the Facebook Pixel | |
Unit 15 | Personalizing Your Website | |
Unit 16 | Final Touches & Zapier Integration | |
Unit 17 | Extra - Adding Checkbox for Optin Box | |
Module 4 | Website Option: Carrot (Easy) | |
Unit 1 | Website Advice | |
Unit 2 | Why You Need A Seller Website | |
Unit 3 | Sign up for Carrot here | |
Unit 4 | Why I Recommend Carrot | |
Unit 5 | Step 1 - Seller Website Setup | |
Unit 6 | Step 2 - Create Your First Site | |
Unit 7 | Step 3 - Set Up Your Domain | |
Unit 8 | Step 4 - Confirm Your Site Settings | |
Unit 9 | Step 5 - Confirm Phone Number Is Correct | |
Unit 10 | Step 6 - Add Branding Image | |
Module 5 | CRM: Trello | |
Unit 1 | Don't Let Tech Stop You | |
Unit 2 | FollowUpBoss vs Trello - Which One? | |
Unit 3 | Walkthrough Trello Video | |
Unit 4 | Sign up for Trello | |
Unit 5 | Create Trello Board | |
Unit 6 | Using Labels | |
Unit 7 | Setting Reminders | |
Unit 8 | Using Comments | |
Unit 9 | Trello - Notifications on Your Phone | |
Unit 10 | Adding Links to Zillow & Google Maps | |
Module 6 | CRM: FollowUpBoss | |
Unit 1 | Why FollowUpBoss | |
Unit 2 | FollowUpBoss vs Trello - Which One? | |
Unit 3 | Walkthrough FollowUpBoss Video | |
Unit 4 | Watch Videos & Check Descriptions | |
Unit 5 | Want This Set up For You? | |
Unit 6 | Business Registration | |
Unit 7 | FollowUpBoss reference link | |
Unit 8 | Optin Requirements | |
Unit 9 | Extra - Adding checkbox for optin box | |
Unit 10 | Reference - Email Sequences | |
Unit 11 | Modify Stages | |
Unit 12 | Modify Lists | |
Unit 13 | Create Custom Fields | |
Unit 14 | Turn On Call Recording | |
Unit 15 | Configure Additional Settings | |
Unit 16 | Obtain Followupboss API Key | |
Unit 17 | How to add the connection via API key | |
Unit 18 | Create zapier for lead form | |
Unit 19 | Create Zapier for Convertri landing page | |
Unit 20 | Create Facebook lead flow | |
Unit 21 | Deleting test leads | |
Unit 22 | Summary of automations + Google Doc | |
Unit 23 | Google document intro | |
Unit 24 | Erase existing templates | |
Unit 25 | Adding email templates | |
Unit 26 | Sharing email templates | |
Unit 27 | Add SMS Templates | |
Unit 28 | Create "New Lead" Action Plan | |
Unit 29 | Attach "New Lead" Action Plan | |
Unit 30 | Setting up a "Bad Phone" action plan + automation | |
Unit 31 | Contract received automation | |
Unit 32 | Create "Attempt To Reach" action plan | |
Unit 33 | Attach new lead automation to lead flows | |
Unit 34 | Confirm all the following are created | |
Unit 35 | Pausing "new lead" action plan with stage change | |
Unit 36 | Pausing "Attempt to reach" action plan w/stage | |
Unit 37 | Creating Lead Flow Zap | |
Unit 38 | How To Use FollowUpBoss (Jean) | |
Unit 39 | Adding notes to contact record | |
Unit 40 | FollowUpBoss Manual | |
Unit 41 | Connecting Google Workspace email | |
Unit 42 | Merge Field Templates | |
Unit 43 | Create Zapier -> CRM (FollowUpBoss) | |
Unit 44 | FollowUpBoss lead flow setup after Zapier | |
Module 7 | Zapier | |
Unit 1 | Create Zapier -> Trello | |
Module 8 | Using Google Workspace For Your Domain | |
Unit 1 | Google Workspace Overview | |
Unit 2 | Google Workspace add MX record | |
Unit 3 | Adding additional emails | |
Module 9 | E-Signatures: Panda Doc Tutorial | |
Unit 1 | Why Panda Doc? | |
Unit 2 | Do a trial run | |
Unit 3 | Prepare doc for template | |
Unit 4 | Edit document and download as pdf | |
Unit 5 | Upload as template | |
Unit 6 | Create text fields | |
Unit 7 | Create Roles | |
Unit 8 | Create signer fields | |
Unit 9 | Sending template | |
Unit 10 | How to send and sign documents for sellers | |
Unit 11 | Signing as the buyer | |
Unit 12 | Cancelling a contract |