How the setup process works

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Step 1. Understand the Platform

• Follow the five sections that guide you through the setup process.
• By the end, you'll know how to adjust and use the platform for maximum effectiveness.

Step 2. Learn the Features and Benefits

• Set up an initial framework that will help automate and scale your business.
• The system allows you to manage inquiries, calendar bookings, and follow-ups.
  

Step 3. Analyze and Adjust

• As you scale, assess your processes (e.g., inquiries to calls) and identify areas of improvement.
• You can easily tweak your funnels and systems based on performance metrics.
  

Step 4. Tick Off Steps and Take Notes

• Work through each section step by step, ticking off tasks as you complete them.
• Add notes and questions directly in the system as you progress.
  

Step 5. Watch Videos Carefully

• Don’t skip steps or videos. Watch, digest, and understand the material.
• Support is available via WhatsApp for any additional questions.
  

Step 6. Note Down Questions

• As you work through the setup, keep track of questions in your notes.
• Once your setup is complete, reach out for assistance to go over your checklist.
  

Step 7. Automate Your Business

• The platform helps you automate processes from lead nurturing to onboarding and client management.
• It handles everything your business needs, outside of delivering your service through specific training apps.

Step 8. Take Your Time

• Don’t rush through the steps, and make sure to fully understand each one.
• Reach out for additional support as needed.