CRM-Done-Better Pre-Built Templates & Automations This video provides an overview of all the templates available in CRM-Done-Better, helping users quickly set up marketing materials, websites, forms, courses, and automations without starting from scratch.

1. Marketing Templates Social Media Templates: Located under Marketing → Social Planner. Choose from pre-made post templates for different industries. Filter by category, popularity, or recency. Email Templates: Found under Marketing → Email Marketing Templates. Access a library of email templates for marketing campaigns. Snippets (SMS & Email Templates): Create pre-written text or email snippets to use in conversations or automations. Helps save time by avoiding repetitive typing.

2. Website & Funnel Templates Located under Sites → Funnels & Websites. Options to Create: Funnel AI Builder Import from an existing link Use a pre-built template Hundreds of templates available for various industries, filterable by category.

3. Forms & Membership Templates Forms: Located under Sites → Forms. Use pre-built form templates to collect customer information. Memberships & Courses: Found under Memberships → Courses & Products. Start with pre-structured course layouts (Sprint, Marathon, Membership). Built-in course certificates and customization options available.

4. Workflow & Automation Templates Located under Automations → Workflows. Pre-Built Workflows included with every CRM setup. Workflow Recipes available for: FAQ Auto-Replies Appointment Booking Google My Business Messaging Many more automation sequences

CRM-Done-Better provides hundreds of pre-built templates across marketing, websites, automation, and membership courses, allowing users to save time and streamline operations. By leveraging these pre-made resources, businesses can efficiently launch and manage their digital presence without needing to start from scratch.