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  • NAVIGATION
    • Brief Overview of Main Features
    • Integrations
    • Importing Contacts
    • Business Profile
    • Personal Profile
    • Email & Phone Compliance
    • Calendars Overview
    • BOOK ONBOARDING CALL
*YOU'LL BE PROMPTED TO COMPLETE AN ONBOARDING CALL ONCE COMPLETING ALL VIDEOS
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Start Here

01. Welcome & Initial Steps

02. Quick CRM Overview

03. Setup: Business Profile

04. Setup: Personal Profile

05. Setup: Calendars

06. Setup: Email

07. Setup: Phones

08. Setup: Payment Gateway

09. Setup: Website Domain

10. Setup: Connect Social Channels

11. Setup: Essential Customization

12. Setup: Importing Contacts

13. Download Phone App

14. Quick Account Template Overview

15. Support Overview

16. Book Onboarding Call

17. Deep Dive: CRM Feature Overview

18. Deep Dive: Template Overview

19. Next Steps

20. Create Your Affiliate Link

Support

  • Support Overview

  • Email Deliverability

  • Phone Activation

  • Zoom Support (Office Hours)

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ABOUT THIS LESSON:

Coaching Profile

Looking for more exposure and to make strong connections with new potential clients?!...

We'd love to share what you do with our audience and introduce you to other amazing coaches like yourself.

For more details, go to CoachingDoneBetter.com

USER DETAILS:

Name -

Email -

Phone -

WELCOME !

Below Is Your Onboarding Progress:

...