Training library.

Start at the top and work down. The first eight get you set up and sending; the rest are there for when you need them.

Start here

Get set up.

In order. This is the sequence that takes a brand-new workspace to one that answers a lead on its own.

01

Welcome

What your workspace already contains, how this course is laid out, and the order to do things in.

  • What ships pre-built
  • How to find your way around
  • What to do first, and what can wait
02

Your profile

The automations send as you, so this is the part that makes everything after it look right.

  • Personal details and photo
  • Email signature
  • Connected calendars and working hours
  • Password and two-factor
  • The mobile app
03

Phone numbers & registration

Do this on day one. Carriers set the timeline, and nothing texts until it clears.

  • Getting an EIN if you don’t have one: IRS EIN application
  • What A2P 10DLC registration is and why carriers require it
  • What the registration fees cover
  • What still works while you wait
04

Calendars

The AI setter books against these. If the availability is wrong, everything downstream is wrong.

  • Your calendars and what each is for
  • Availability and booking rules
  • Booking links you can send
  • Booking on behalf of a contact
  • Reminder and no-show automations
05

Email setup

Getting your email to arrive in an inbox rather than a spam folder.

  • Your sending address and domain
  • Authentication records
  • Warming up and deliverability
  • Templates and saved replies
06

Pages & forms

Where your leads come from, and how they land in the pipeline tagged correctly.

  • Where your pages live and how to edit them
  • Pointing a domain at them
  • Form and calendar links
  • Making sure a new lead lands tagged
07

Support & billing

Where to get help, and where the money lives.

  • Opening a ticket and what to include
  • Settings › Billing: invoices and card
  • Your usage balance and what draws it down
  • Requesting another vertical
08

Your setup call

How to get the most out of the live session, and what gets configured on it.

  • What to have ready before you join
  • What gets pointed at how you sell
  • The questions worth saving for it
Feature by feature

The system.

Not in any particular order — come back to these when you hit the thing they cover.

Conversations

The one inbox: texts, calls and email on a single thread per contact.

  • Reading and replying across channels
  • Saved replies
  • Filters and unread management

Contacts

The record everything else hangs off.

  • What a contact record holds
  • Tags, and why they matter later
  • Smart lists and segments
  • Notes and custom fields

Opportunities & pipelines

Where a deal actually sits, and what happens when you move it.

  • Your health pipeline and its stages
  • Moving a deal, and what fires when you do
  • Values and close dates
  • Running more than one pipeline

Automations

What is already running before you touch anything, and how to change it safely.

  • The workflows that ship with your account
  • Triggers, actions and waits
  • Editing one without breaking it
  • Turning something off temporarily

Importing your book

Bringing existing clients in without accidentally texting people who never agreed to be texted.

  • Consent first. An imported contact is not automatically one you may text or email. Being a past client is not consent, and a bought list is not consent — decide who may be messaged before you import, not after
  • Importing the rest as contacts only, with automations left off
  • Preparing the spreadsheet: what each column becomes
  • Tagging on the way in, by product, renewal date and source
  • Checking the import landed right before you act on it

Forms & surveys

Collecting what you need before the call so the call is shorter.

  • Building and editing a form
  • Where the answers land
  • Triggering follow-up from a submission

Calling & the dialer

Working a list by phone without losing your place in it.

  • Making and logging calls
  • Building a call list
  • Dispositions and what they trigger

Voicemail & missed calls

Making sure a call you couldn’t take doesn’t become a lead you lost.

  • Recording your greeting
  • Missed-call text-back
  • Where voicemails show up

The AI setter

The part that answers a lead at 6:41 PM so you don’t have to. Worth understanding before you let it talk to anyone.

  • What it does on its own, and where it hands back to you
  • Which calendar it books against, and why that has to be right first
  • Reading a conversation it handled
  • Turning it off for a contact, or entirely
  • What it must never be asked to say — anything about what a plan covers or when it starts is yours, not its

Reporting

Telling the difference between a lead problem, a contact-rate problem and a closing problem.

  • Stage-by-stage conversion
  • Performance by lead source
  • What to check weekly

Snapshots

Adding another line of business beside the one you already run.

  • What a snapshot installs
  • How it sits alongside your existing pipeline
  • Requesting one

Nothing matches that.

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