In order to take the maximum benefit from the system it is important for you to understand how each aspect works. Please spend some time watching this walkthrough video along with working through the links resource here.
Email & SMS Copy [Fitness Coaches]
Here's also a breakdown of the Systemised to scale Walktrought.
1. Dashboard Overview The dashboard provides a comprehensive view of key metrics such as revenue, sales calls, and outreach conversations. Users can easily toggle between different time frames (weekly, monthly, yearly) to track business progress and forecast future growth. 2. Inbox Management Messages from various platforms like Instagram, Facebook, SMS, WhatsApp, and email are collated into one inbox for easy management. Users can filter messages based on unread status or the platform they originated from and reply to them directly from the dashboard. 3. Appointments and Calendar The system mirrors the user's calendar, displaying all scheduled events and appointments. Users can view their own calendar as well as those of their team members, with customizable user permissions. Booking links are automatically generated for leads to schedule appointments, and reminders are sent out to both parties. 4. Contacts Management All contact information, including email addresses, phone numbers, and social media profiles, is stored in one place. Users can view and manage conversations with contacts, including email threads and social media interactions. The system allows users to initiate phone calls and send SMS messages directly from the dashboard. 5. Opportunities and Pipeline Opportunities represent potential deals or leads and are organized into a pipeline similar to Trello boards. Leads move automatically through different stages of the pipeline based on predefined actions and triggers. Automated follow-up sequences are set up to nurture leads and encourage them to book a call. 6. Task Management Users can handle outbound messaging and track conversations with leads to move them towards booking a call. Tasks related to lead engagement and follow-up can be managed within the system for efficient workflow management. 7. Payments and Transactions The system integrates with payment processors like Stripe and PayPal to track client payments and transactions. Transaction details are automatically synced and displayed in the dashboard, providing insights into revenue generation. 8. Emails and Social Media Scheduling Users can schedule posts across different social media platforms, including Instagram and Facebook, directly from the dashboard. Email templates are available for one-off campaigns or automated follow-up sequences. Mass email and SMS campaigns can be executed seamlessly within the system. 9. Automation Setup Users can create and manage automated workflows to streamline repetitive tasks and processes. Examples of automation include lead nurturing sequences, appointment reminders, and follow-up emails. 10. Website and Funnel Building A drag-and-drop builder interface is provided for creating websites, landing pages, and sales funnels. Users can design and customize their funnels to capture leads and drive conversions. 11. Forms and Surveys The system allows users to build and manage forms and surveys within the platform. Forms can be used to collect lead information, while surveys can gather feedback from clients or prospects. 12. Membership Sites Users can set up membership sites to host exclusive content and resources for clients or subscribers. Access to membership content can be controlled and managed through the system. 13. Data and Reporting Integration with ad accounts allows users to track advertising performance metrics directly within the dashboard. Data reports provide insights into the effectiveness of marketing campaigns and lead generation efforts. 14. Education and Resources The Education Hub offers training materials and resources to help users maximize the platform's capabilities. Plug-and-play automations and AI tools are available to streamline workflows and enhance productivity. 15. Support and Assistance Users have access to a tech helpline for one-on-one support and assistance with platform-related questions or issues. Support calls can be scheduled for urgent assistance or clarification on specific features or functionalities. 16. Scalability Features The system offers unlimited contacts and automations, allowing users to scale their operations without limitations. This scalability ensures that businesses can grow and expand without being constrained by contact or automation limits.
