Understand Your Automations

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Step 1: Understand Automations

• Learn how automations work to maximize their potential
• Automations are built to progress and grow the business
  

Step 2: Access Automations

• Go to the automation section
• Folders are organized for easy access
  

Step 3: Adjust Automations

• Tweak automations as needed
• Update names, tags, and notes to reflect your business

Step 4: Set Triggers

• Automations trigger based on specific actions (e.g., booking a call)
• Triggers start the automation process

Step 5: Add Tags and Notes

• Add relevant tags and notes to contacts
• Helps with organization and follow-up

Step 6: Schedule Reminders

• Automations send reminders for calls and follow-ups
• Reminders can be edited and customized

Step 7: Assign Contacts

• Assign contacts to specific coaches or staff members
• Ensures correct follow-up and communication

Step 8: Client Check-Ins

• Automations track client check-ins
• Sends reminders and notifications for incomplete check-ins

Step 9: Onboarding and Referrals

• Automations facilitate onboarding and referral processes
• Streamlines client acquisition and retention

Step 10: Review and Refine

• Regularly review automations for efficiency
• Refine and adjust as needed to optimize performance