Update your 'custom values' - part 1

Learn how to setup your custom values to improve your productivity

If at any point you have any questions please don’t hesitate to reach out to our WhatsApp helpline here.

Step 1. Access Custom Values:

  • Go to Settings and select Custom Values.
  • Set the view to show all items on one page.

Step 2. Update Brand Colors:

  • Primary Color: Edit and enter your main brand hex color (e.g., #FFFFFF).
  • Secondary Color: Edit and enter your secondary brand hex color.

Step 3. Company Guarantee:

  • Write a brief statement of your company's guarantee (e.g., "Helping business owners optimize their health and performance").

Step 4. Email Notifications:

  • Enter the email address where internal notifications should be sent (e.g., george@ymail.com).

Step 5. Average Lead Value:

  • Enter the average value of a lead without symbols (e.g., 1500).

Step 6. Upload Logo:

  • Upload your logo, get the file link, and paste it into the custom value.

Step 7. Referral Incentive:

  • Define your referral incentive (e.g., "One month free coaching for referrals").

Step 8. Consult Call Expectations:

  • Write a brief description of what clients can expect during the consult call (e.g., "We will discuss your goals and provide actionable advice").

Step 9. Social Media Links:

  • Enter the URLs of your most used social media profiles (e.g., Instagram, LinkedIn).

Step 10. Call Platform:

  • Specify whether you use Zoom or Google Meets for calls.

Step 11. Stop at Funnel Links:

  • You can skip the specific funnel links for now; these will be covered later.