What Happens After You Onboard a GoHighLevel Client? — Transcript

Full transcript

1. 0:00Hey guys, what is up? It is Dominic and
2. 0:01in this video we're going to be talking
3. 0:03about GoHighLevel of course, but more
4. 0:05specifically I'm doing another
5. 0:07onboarding installment. If you haven't
6. 0:08been following along since the
7. 0:09beginning, this onboarding installment
8. 0:11is for my actual company that I'm
9. 0:13starting with my brother. We just
10. 0:15launched it about a week and a half ago
11. 0:17and basically what I'm trying to do is
12. 0:18make an entire segment on how we started
13. 0:20a company from start to finish using
14. 0:23GHL. Because if you can learn that, then
15. 0:25you can learn absolutely anything you
16. 0:27could ever want in terms of onboarding a
17. 0:29client because you're watching me do it
18. 0:31for myself. So let's do a full recap of
19. 0:33what we've done so far. The first thing
20. 0:35that we did was we created the
21. 0:36subaccount. Of course, we have Times
22. 0:37Down Property Services. This is the
23. 0:39brand new subaccount. The next thing we
24. 0:40did is we went to the settings tab, we
25. 0:42went to integrations and we integrated
26. 0:43Google Calendar, our entire Google
27. 0:45account itself, our Facebook account and
28. 0:47our Facebook ad account. We have our
29. 0:49Google Ads account, our QuickBooks and
30. 0:50even our Instagram account is all linked
31. 0:52up. So there we go, everything is coming
32. 0:54into one place, our lead connector app.
33. 0:57Then of course, the next thing that we
34. 0:58built was inside of the AI Studio sites
35. 1:01tab where Dalton and I did an awesome
36. 1:03video showing you guys how to build a
37. 1:04website like this with a single prompt.
38. 1:07Yes, this was all done with one single
39. 1:09prompt. Then we added all the photos
40. 1:11later of course. I still have a few more
41. 1:12photos to add, few more things to add,
42. 1:14but other than that, the website looks
43. 1:15good, the SEO is fantastic and it's got
44. 1:17all of our services in here, our service
45. 1:19areas are all in here. We have a chat
46. 1:20widget that actually works. We have an
47. 1:21A2P approved number and we have a
48. 1:23contact us form that also works. On top
49. 1:25of the website, we also created and
50. 1:28started running Facebook ads. Yes, we
51. 1:30started pushing Facebook ads for a
52. 1:31company that's only a week old and just
53. 1:33to show you guys how crazy these ads
54. 1:35are, I decided to pour like $90 a day
55. 1:38into the budget. I wanted to speed
56. 1:39everything up, I wanted to get our name
57. 1:40out there as quickly as possible. I'm
58. 1:42not saying every single client or every
59. 1:44business should do it that way, but
60. 1:45because I've been in this industry for
61. 1:47four or five years now, I know how it
62. 1:49works, I knew that it would work and as
63. 1:50you can clearly see, it's working. So
64. 1:52this one is our best ad, Times Down
65. 1:54Messenger. That basically means our
66. 1:55campaign is going straight to messenger,
67. 1:57Facebook messenger. We have nine leads
68. 1:59for $12 a lead. That's really good for
69. 2:01land clearing because most of these
70. 2:03leads are going to be around a thousand
71. 2:04to five thousand dollars. Then we have
72. 2:06instant lead form. We have six of those
73. 2:08at $18. That means they filled up the
74. 2:10form, they got a text message later. We
75. 2:11built all of that on my channel. And
76. 2:13then our last one is our worst one by
77. 2:15far. We only have two and that's $34 a
78. 2:17lead. That's a little bit much for me.
79. 2:18I'm going to give that one about two or
80. 2:20three more days. If it doesn't perform a
81. 2:21little bit better, uh I'm cutting it.
82. 2:23Because I'd rather have that budget
83. 2:24poured back in this one which is
84. 2:25actually getting us leads every single
85. 2:27day, like three to five. I've only been
86. 2:28running these for three days by the way,
87. 2:29guys. So I'm very happy with this. Most
88. 2:31people would be happy with 17 potential
89. 2:34leads in three days when they just
90. 2:36launched their company. And then of
91. 2:37course because we're running ads and
92. 2:38because we have A2P approved numbers and
93. 2:40because we have a website, I had to
94. 2:41build some automations. So as you can
95. 2:42see right here, I built one for Facebook
96. 2:44ad follow-up and then I built one for
97. 2:45the main website form. So on the main
98. 2:47website form right here, very simple,
99. 2:49very easy. We have AI studio form
100. 2:51submitted. Of course that's the contact
101. 2:52form built on AI studio. That leads to
102. 2:55an internal notification that says
103. 2:56contact full name just signed up on the
104. 2:58website. They want contact custom field
105. 3:00service. And then it shows the project
106. 3:02description that they put in. Perfect,
107. 3:03very easy. Once again, all of these
108. 3:05things that I'm showing you guys right
109. 3:06now are already on my YouTube channel.
110. 3:07You watched me build absolutely
111. 3:09everything. Then of course we have the
112. 3:10text message follow-up campaign that
113. 3:11goes all the way down, follows up with
114. 3:13them what four times, three times? Yep,
115. 3:15not bad. I can add more to that if I
116. 3:17want later. But that's for the main
117. 3:18website. The next one of course is for
118. 3:20the Facebook ad follow-up campaign. So
119. 3:22obviously right here, we have the actual
120. 3:23Facebook ad page. Then we have the
121. 3:25actual form that we built. This is also
122. 3:27on my YouTube channel. And then that one
123. 3:28has an entire follow-up sequence as
124. 3:30well. Very cool, very cool. And so far
125. 3:32my client is extremely happy for
126. 3:34everything that we've done in under a
127. 3:36week. However, every once in a while
128. 3:38something will come up. You'll start to
129. 3:39notice things that are annoying or
130. 3:41taking time. And one of those things
131. 3:43that I've been doing for my clients ever
132. 3:45since the beginning of GHL and I've
133. 3:47never changed my mind on this. And when
134. 3:48I tell you what it is, you guys are
135. 3:49going to be like, what? That's not that
136. 3:50big of a deal." But, honestly, it saves
137. 3:53so much time. And that is to create
138. 3:55snippets. I create little snippets that
139. 3:57my clients can just click on from inside
140. 3:59the Lead Connector app, and it sends a
141. 4:01predetermined message that they decide.
142. 4:03So, check it out. We're going to go over
143. 4:04to the marketing tab right here. We're
144. 4:05going to click on snippets right here.
145. 4:06And as you can see, we have no snippets
146. 4:08in this account. So, I'm going to click
147. 4:09plus new snippet, and I'm going to do a
148. 4:10text message snippet because that's
149. 4:12really what we use. We don't really use
150. 4:14email right now. So, add text snippet,
151. 4:15and it even shows you exactly what it
152. 4:17looks like over here. So, for this
153. 4:18snippet name, I'm going to do
154. 4:19introduction message because a lot of
155. 4:21times when we're setting up these ads,
156. 4:23someone will click on the ad, or they'll
157. 4:25fill out the form, and when we send our
158. 4:26first message, they have no idea who we
159. 4:28are. So, we have to introduce ourselves
160. 4:30a lot. And it's annoying to have to type
161. 4:32in everything that we want to type in
162. 4:33when I could just have it done and ready
163. 4:35for the client right here inside of
164. 4:37snippets. So, for the introduction
165. 4:38message, I already have it ready to go.
166. 4:40It says, "Hi, this is Tynis Land
167. 4:42Property Services. We're based in
168. 4:43Central Illinois and specialize in land
169. 4:45clearing, driveway grading, gravel
170. 4:46restoration, excavation, and general
171. 4:48property improvements. Let us know if we
172. 4:49can help." Not too bad. I might shorten
173. 4:51that a little bit. I think I'm going to
174. 4:53get rid of gravel restoration. We can
175. 4:54keep excavation and general property. I
176. 4:57might do maintenance, but improvements
177. 4:59does sound better. Okay. And then it
178. 5:00says, "Let us know how we can help."
179. 5:02Yeah, I I might just keep it this way. I
180. 5:04don't need to add an attachment or
181. 5:05anything. If you guys wanted to, you
182. 5:06could add like maybe like a business
183. 5:08card attachment. I used to do that. But,
184. 5:10honestly, for this, I think we're
185. 5:11totally fine the way that it is. And
186. 5:12don't worry, guys, I'm going to show you
187. 5:13exactly how this works when we're done.
188. 5:15Let's save this one for now, and let's
189. 5:16add another one. So, I want to do
190. 5:18another text snippet here. This one is
191. 5:21for Facebook ad follow-up. So, this is a
192. 5:23message that I have to send all the
193. 5:25time. It's when people don't realize why
194. 5:27we're messaging them. It's because a lot
195. 5:28of times when you're running Facebook
196. 5:29ads, someone could accidentally click on
197. 5:31the ad, they could accidentally click on
198. 5:33submit, whatever it may be, and then it
199. 5:35sends them a message. This happens all
200. 5:37the time, and their response is always,
201. 5:38"Who is this? Why are you messaging me?"
202. 5:40blah blah blah. So, in that case, we
203. 5:41have to have this ready. So, I say, "Hi,
204. 5:43this is Tynis Land Property Services.
205. 5:44You may have come across one of our
206. 5:45Facebook ads." I actually might change
207. 5:47that to you may have clicked one of our
208. 5:49Facebook ads. We specialize in land
209. 5:51clearing, driveway grading, gravel
210. 5:52restoration. I'm going to take that one
211. 5:53off again. Excavation and other property
212. 5:55services throughout Central Illinois. Is
213. 5:57there a project we can help you with?
214. 5:58Perfect, done, love it, save. So now we
215. 6:00have it two. We have one for Facebook ad
216. 6:01follow-up and one for introduction
217. 6:03message. There's probably one or two
218. 6:05more that we're going to do, but for
219. 6:07right now these were the two most
220. 6:08annoying ones that my brother is having
221. 6:10to send like three to five times a day.
222. 6:12So he's going to be happy that we can
223. 6:13now summarize that and all he has to do
224. 6:15is click one button and boom, it sends.
225. 6:17So let me show you what that looks like.
226. 6:17So if we go over to conversations tab
227. 6:19right here and we can clearly see that
228. 6:20Rocco filled out the ad. So it says, "Is
229. 6:22this Rocco?" That's our initial message.
230. 6:24He says, "Yup." And then my brother
231. 6:25already responded, but if he didn't and
232. 6:27he didn't want to type all of this in,
233. 6:29we could have easily gone down to SMS
234. 6:31message right here, clicked on the
235. 6:32snippets and we could easily click
236. 6:33introduction message right here, boom,
237. 6:35done, and then send. It's all right
238. 6:37there. We don't have to type in anything
239. 6:38at all. Really cool, really easy, and
240. 6:40that's why snippets are awesome, but
241. 6:42nobody really talks about them. And by
242. 6:44the way, you can do a lot more with
243. 6:45snippets than just that. So if we go
244. 6:47back into marketing, we click on the
245. 6:48snippets tab, we wanted to add another
246. 6:50snippet right here, text message
247. 6:51snippet, and let's say we wanted to make
248. 6:52it more personalized. Then I could
249. 6:54easily type in, "Hey," hit the little
250. 6:56tag button, go to contact right here,
251. 6:58and do first name. So I could say, "Hey
252. 7:00Dominic, hey Rob, hey Nikki," whoever it
253. 7:02may be. "We would love to give you a
254. 7:05free estimate. Let us know when we can
255. 7:08swing by. Thanks." You know, something
256. 7:10like that. We could totally do this. So
257. 7:11I could say personalized estimate
258. 7:14message. Maybe something like that. I
259. 7:15probably wouldn't even say, "Hey." I
260. 7:16guess it just depends on if it's our
261. 7:17first message reaching out to them or
262. 7:18our second or third, but I think it's
263. 7:20fine for now. So I can click save and
264. 7:21this is automatically going to put in
265. 7:22their name right there and my brother
266. 7:24can use that for whenever he has to give
267. 7:25an estimate, which like I said, happens
268. 7:27every single day now. So there we go. We
269. 7:28got a few different snippets in there.
270. 7:30I'm going to show him exactly how to
271. 7:31find that on the Lead Connector app
272. 7:32because he spends 99% of his time in
273. 7:34Lead Connector. He spends it on the
274. 7:36mobile app. I told you guys this. All
275. 7:37the clients are on the mobile app, so
276. 7:39you have to set this up properly. And
277. 7:40other than that, everything else looks
278. 7:42pretty good except for the calendar. We
279. 7:44do not have a calendar set up yet. So, I
280. 7:46do want to create my first booking
281. 7:47calendar right here. Fun fact, I just
282. 7:49got another message. We We just got
283. 7:51another lead just now. So, that's kind
284. 7:52of funny. I won't show it to you guys,
285. 7:54but we did get another one. And if my
286. 7:55brother knew what I was doing right now,
287. 7:57then he could easily use the template to
288. 7:59respond. And honestly, you know what?
289. 8:01Just for you guys, I might just do it
290. 8:02for him. Let's go to conversations.
291. 8:04Shout out my boy Ron. He said, "Hello,
292. 8:05we would like to get an estimate for
293. 8:07adding rock and grading our driveway."
294. 8:08So, check this out. The personalized one
295. 8:10that we just made would actually work
296. 8:11pretty well here. It'll say, "Hey Ron,
297. 8:13we would love to give you a free
298. 8:14estimate. Let us know when we can swing
299. 8:15by. Thanks." Now, I might have to ask
300. 8:17for his address. But for right now, just
301. 8:18to show you guys that this does work and
302. 8:20this is a real-life situation, I will
303. 8:22send it. But I might say where and when
304. 8:24we can swing by. There we go. That might
305. 8:25make more sense. Boom, send. Done.
306. 8:28Real-life situation. That's actually
307. 8:30crazy. That means in this video, I
308. 8:32showed you guys me doing something for a
309. 8:34client, for a real-life business, and
310. 8:36then it just happened in real time where
311. 8:38it came in handy. You can't make this
312. 8:40stuff up, guys. That's awesome. Either
313. 8:41way, let's go back to the calendars. I'm
314. 8:43sure we'll get way more leads while
315. 8:44we're making this video. So, I want to
316. 8:46create my first booking calendar right
317. 8:47here. It says, "What would you like
318. 8:49people to book for you?" I believe this
319. 8:51is the calendar setup assistant. I have
320. 8:54never used this before. I always use Ask
321. 8:56AI or I just build it from scratch. And
322. 8:58honestly, I'm probably just going to
323. 9:00skip the setup and do it myself. So,
324. 9:01we're going to go to calendar settings
325. 9:02right here. I'm going to click on create
326. 9:04calendar. And for this one, I just want
327. 9:05a regular personal booking calendar. I
328. 9:07don't need like a service calendar or
329. 9:08anything crazy. I just need something
330. 9:10people can just book and my brother can
331. 9:11go out and he can bid the job or
332. 9:12whatnot. So, the calendar name for this,
333. 9:14I just named it Tines Down Appointments.
334. 9:15I might change that later. I could do a
335. 9:17description if I want. Let's be real,
336. 9:18nobody really cares. So, for the
337. 9:20description, I just put schedule an
338. 9:21appointment with Tines Down Property
339. 9:22Services for a property evaluation, free
340. 9:24estimate, or scheduled project, whether
341. 9:25it's land clearing, driveway grading,
342. 9:27excavation, other property improvements,
343. 9:28we're here to help. Perfect, done.
344. 9:30Select team members. We're just going to
345. 9:31do Nino for this one. I do not need to
346. 9:33be on this. I got other things to do,
347. 9:35guys. Tines Down Appointments, that's
348. 9:36fine for the custom URL. The 30-minute
349. 9:38duration, I'm probably going to do 1
350. 9:40hour if I'm being honest. It's really
351. 9:41hard to do an entire job or to even go
352. 9:43and estimate a project in under an hour
353. 9:45cuz you got to drive there and then
354. 9:46drive back. So, I'm probably going to do
355. 9:48meeting duration of an hour even though
356. 9:50yes, sometimes the meetings are 5
357. 9:51minutes long. To further customize your
358. 9:53booking hours, please head to the
359. 9:54advanced settings. We will be heading to
360. 9:56the advanced settings. So, now we have a
361. 9:57click to upload the logo, that's fine. I
362. 9:59do have the logo in the system already.
363. 10:01I will make sure that that is the right
364. 10:02dimensions cuz it does look a little
365. 10:04squished right there, but don't worry,
366. 10:05we will change it if we need to.
367. 10:07Everything is good here. I do want to
368. 10:09change the color to maybe like this
369. 10:10green. That's the closest that I'm
370. 10:12seeing to that green. If we had a group,
371. 10:14we would add it here. We do not have a
372. 10:15group calendar. We probably don't need
373. 10:16one right now. Meeting invite title, we
374. 10:18have the contact name, perfect, that's
375. 10:20fine. Save the changes. Next, we have
376. 10:21staff and location. Is this going to be
377. 10:23a recurring meeting? Absolutely not. We
378. 10:25have my brother's availability. He
379. 10:27actually does work on Saturday and
380. 10:28Sunday. So, I'm going to do Sunday as
381. 10:30well and Saturday. And for right now,
382. 10:32yeah, we'll just do 8:00 to 5:00. He
383. 10:33doesn't need to be driving around any
384. 10:35time outside of those times. Going to
385. 10:36save those changes right here. Next, we
386. 10:38have booking rules. This one's extremely
387. 10:40important. So, the meeting intervals
388. 10:42controls how often the booking slots are
389. 10:44shown. So, if we choose 1 hour to show
390. 10:46the slots at the top of each hour,
391. 10:47choose 30 minutes to show the slots at
392. 10:4930 minutes. So, of course, the one we
393. 10:50already did was 1 hour duration. So, it
394. 10:52can be 1 hour. If you book for 3:00, you
395. 10:55cannot book for 3:30. It can be booked
396. 10:57at 30 minutes outside of the 3:30 mark
397. 11:00or technically of the 4:00 mark because
398. 11:02it's an hour long. Right now, I'm not
399. 11:04going to change anything at all. I'm
400. 11:05just going to keep it at 1 and then 30
401. 11:06minutes. Minimum scheduling notice, this
402. 11:08one I don't really care as much. If they
403. 11:10want to schedule it for that day, they
404. 11:11totally can. So, let's do like a 3-hour
405. 11:13minimum scheduling notice. My brother
406. 11:15might ask me to not do that, but he can
407. 11:16always just text the person back and
408. 11:18forth. We won't be using the calendar as
409. 11:19much. Then next, we have the date range,
410. 11:21see how far into the future you can
411. 11:22book. I mean, if you really want to, we
412. 11:24could say like 2 months, but that would
413. 11:26be insane. Then we have pre-buffer time.
414. 11:28So, time to block before each meeting. I
415. 11:30don't really care about that. You also
416. 11:31have post-buffer I don't care about that
417. 11:33right now. We have maximum bookings per
418. 11:35day. I guess one. I don't really need
419. 11:37people booking two times a day. And then
420. 11:38we have look busy. Do you want to
421. 11:40pretend that you're busier than you are?
422. 11:41Honestly, not really. So, we're going to
423. 11:43save the changes. And then we have the
424. 11:44advanced settings right here, which is
425. 11:46the forms. We have the default first
426. 11:47name, last name, email. Step one is the
427. 11:49date and time selector. Step two is the
428. 11:50actual form. I confirm that I want to
429. 11:52receive content from this. We have the
430. 11:54thank you message. All this stuff is
431. 11:55pretty much done, ready to go. We'll
432. 11:57contact you shortly to confirm your
433. 11:58request. And then of course I'm going to
434. 12:00put in right here the tag for the
435. 12:03accounts phone number. We have a pixel
436. 12:05ID if we wanted to track everything, but
437. 12:07we don't really need to. We're going to
438. 12:08save it at the top right. Next we have
439. 12:10payments, but we're not accepting any
440. 12:11payments. It's free estimates. So, we'll
441. 12:12go down to notifications. So, this is
442. 12:14basically everything that we would have
443. 12:15done in the automation section. It's
444. 12:16already built in. So, we have the
445. 12:17appointment book status. We have in app
446. 12:19right here, but if we wanted to do SMS,
447. 12:21we can. Let's click edit. Let's do SMS.
448. 12:23Save the changes. Perfect. That's all we
449. 12:25had to do. I also want to go into the in
450. 12:27app here and instead of assigned user, I
451. 12:29just want to do my brother right here.
452. 12:30Click on assigned user and then click
453. 12:32save. And then for appointment booked
454. 12:33confirm, we're going to do the same
455. 12:34thing. Go over to in app, get rid of
456. 12:36assigned user. My brother will be right
457. 12:38here. Save the changes. Go to SMS. Turn
458. 12:40this on. Save the changes again. Do
459. 12:42cancellation. We're just going to do it
460. 12:43for every single one. Enable that. Boom.
461. 12:45Go to SMS. Turn it on. Save. And like I
462. 12:48said guys, we don't have to run an
463. 12:49automation campaign because it's all
464. 12:50done inside of here. So, I technically
465. 12:52don't have to go build a workflow. I
466. 12:53don't know why the SMS is not coming up
467. 12:55on this one. I'll refresh it later, but
468. 12:57I'm sure it will. Next we have
469. 12:58reschedule. Of course, same thing. In
470. 13:00app. Turn it on. Turn this to Nino. Save
471. 13:03it. And then do SMS. Same thing. Turn it
472. 13:05on. Save. And now everything is almost
473. 13:07ready to go. We have a reminder. Do we
474. 13:09want to do a reminder? If so, turn it
475. 13:11on. And this is going to remind them
476. 13:13blank amount of time before the
477. 13:15appointment. I'm probably going to do
478. 13:16like 30 minutes. Usually I'll do an
479. 13:18hour, but for this one let's do 30. Same
480. 13:20thing with SMS. Thank you. And then
481. 13:21follow up right here. We're going to do
482. 13:24in app. Select the users. Turn it on.
483. 13:26Boom. Done. It says, "When would you
484. 13:27like to trigger the notification to
485. 13:29follow up with the users. Guys, guess
486. 13:30what? We just got another lead. Two
487. 13:32leads in one YouTube video is crazy and
488. 13:35I will prove it. I'll show you guys.
489. 13:36This is crazy. Facebook ads are nuts,
490. 13:39man. Not saying it's going to be a great
491. 13:40lead. A lot of Facebook ads are terrible
492. 13:41leads, but who knows, maybe it'll be a
493. 13:42good one. So, this one we can do 30
494. 13:44minutes as well. 30, not 30 hours, 30
495. 13:46minutes. Save the changes right here. Do
496. 13:48SMS, same thing. Turn it on. Boeing.
497. 13:50Everything is looking good and
498. 13:52everything is good to go except for this
499. 13:54one for some reason. As you guys can
500. 13:55clearly see, I turned on SMS. You guys
501. 13:57see me doing it. The SMS message is
502. 13:59already in here. Everything is good to
503. 14:01go. We're going to save the changes.
504. 14:02Hopefully it finally updates. If not,
505. 14:04it's fine. It's not that big of a deal.
506. 14:05This one was for appointment booked
507. 14:07status unconfirmed. So, this is just if
508. 14:09it's an unconfirmed status. This is the
509. 14:10one I care about, the confirmed status
510. 14:12one. And then of course, we have
511. 14:13additional settings down here. Assign
512. 14:14contacts to their respective calendar
513. 14:16team members each time an appointment's
514. 14:18booked. So, basically it says when it's
515. 14:19enabled, contacts assigned user will
516. 14:21match the owner of the appointment with
517. 14:23the most recent change been booked,
518. 14:25rescheduled, or reassigned. Or we can
519. 14:27skip the assigning contact if the
520. 14:29contact has already had an assigned
521. 14:30user. Well, my brother is the only user
522. 14:32on here, so I don't really care about
523. 14:33any of that. Then we have cancellation
524. 14:35and reschedule policy. Do we want to
525. 14:36allow rescheduling of a meeting? We will
526. 14:38say yes, but it has to be at least 2
527. 14:40hours before the meeting. Cancellation
528. 14:42also, let's say at least 2 hours before
529. 14:44the meeting. And then we have add a
530. 14:45Google Outlook calendar as well. We'll
531. 14:47say yes even though we're not using one.
532. 14:49We'll say save changes. Once all the
533. 14:51notifications and policies are good to
534. 14:53go, we got everything done in there.
535. 14:55We're going to go to widget appearance.
536. 14:56I uploaded a nice little cover image. I
537. 14:58don't know if it's going to look good or
538. 14:59not, but we might as well just put it in
539. 15:01there. We could take all this stuff off
540. 15:02if it doesn't look good. You're going to
541. 15:03choose the calendar widget style. I'm
542. 15:05going to do Neo. And then right here, I
543. 15:07put in my primary color hex code, which
544. 15:09I got from Canva. And now I can save the
545. 15:11changes and then go preview the widget
546. 15:12right here. And check it out. I mean, I
547. 15:14got to fix the logo right there. That's
548. 15:16got to be a better square. But other
549. 15:18than that, I've got the nice color
550. 15:19scheme. It's exactly what I wanted.
551. 15:21Looks solid. it looks great. We can do a
552. 15:239:00 a.m., select it, boom. Everything's
553. 15:26in here. I could add this to the website
554. 15:28if I wanted to, and all the automations
555. 15:30are already set because they're built
556. 15:31inside of the calendar. So, I don't
557. 15:33really have to do anything. I'm loving
558. 15:34it. If I want to share the calendar, I
559. 15:36can just click share right here and
560. 15:37actually get a one-time link. I can get
561. 15:39the embed code if I want to take this
562. 15:41code and I want to put it into my AI
563. 15:42Studio website. I can do a QR code,
564. 15:44which is super easy to do, and then we
565. 15:46can do a scheduling and then we can do a
566. 15:47scheduling link right here. Very, very
567. 15:49cool. Super easy. And this was something
568. 15:51that was definitely missing from the
569. 15:53original account. And now that it's
570. 15:54done, I think we're good to go. And
571. 15:56honestly, the only other thing that I
572. 15:57could see adding to this account right
573. 15:59now, because my brother was getting a
574. 16:00little overwhelmed with how many leads
575. 16:01were coming in, would be over in the
576. 16:02opportunities tab right here. And we
577. 16:04have new lead, we have estimate
578. 16:05scheduled, we have proposal sent, we
579. 16:07have job booked and scheduled, we have
580. 16:09in progress, and then we have completed.
581. 16:11All this is fine, but I wanted to make
582. 16:13sure that the new leads were actually
583. 16:14coming in here. So, for that, I'm going
584. 16:16to come over here to the automation
585. 16:18section and do something that I probably
586. 16:19should have done in the beginning. And
587. 16:20we're going to go to Facebook ad
588. 16:21follow-up, and right here, I'm going to
589. 16:24add in as the first action, create or
590. 16:26update opportunity. We're going to
591. 16:28select the pipeline, which is land
592. 16:29clearing jobs, the only one we have. The
593. 16:30opportunity name is going to be the
594. 16:31contact's full name. The opportunity
595. 16:33source is of course going to be
596. 16:35Facebook, which I'm actually just going
597. 16:36to type in Facebook. The opportunity
598. 16:38value, we of course don't know. The
599. 16:39status is going to be open, and then the
600. 16:41pipeline stage, I've got to choose that,
601. 16:43which is going to be new lead. And there
602. 16:44we go. That's everything we needed to
603. 16:45do. Save the action. And now, whenever
604. 16:47someone comes in through Facebook,
605. 16:49they're going to get added to that
606. 16:50pipeline. So, my brother can see all of
607. 16:52the leads in one section. And like I
608. 16:54said, guys, when you're onboarding
609. 16:55somebody like this, and when you're
610. 16:56working with a real-life business and a
611. 16:57real-life client, sometimes you just
612. 16:59have to go through the motions, find out
613. 17:01how they're working, what they want, and
614. 17:02just slowly and surely make their life
615. 17:04easier in every way possible. You saw
616. 17:06exactly how I'm doing this, and it's not
617. 17:08hard. It's totally worth two, three
618. 17:09hundred dollars a month for the business
619. 17:11owner and for you. And also, I did a lot
620. 17:13more than what I needed to do. I could
621. 17:14have gone to Ask AI and had it build the
622. 17:16entire thing for me. I could honestly
623. 17:17use ask AI for almost everything that
624. 17:19we've done so far. I'm just not doing
625. 17:21that because I want to show you guys
626. 17:22exactly what's being done and not just
627. 17:24have AI do everything for me. But in the
628. 17:26real world, yes, I'm going to have ask
629. 17:28AI do my build-outs because I personally
630. 17:30already know how to build it out. So why
631. 17:31not just have AI do it for me anyway.
632. 17:33But with all that being said, this was
633. 17:34something that I had to do anyway for
634. 17:35the company. So I thought I might as
635. 17:36well record it and show you guys what
636. 17:38like a day in the life of a business
637. 17:40really is and how an agency owner can
638. 17:42come in and make that life so much
639. 17:44easier. If you like this video and you
640. 17:46like my teaching style, make sure to use
641. 17:47my link in the description below when
642. 17:49you're signing up for GHL. I have the
643. 17:51best bonuses in the world. You get
644. 17:52invited to high-level AI SaaS lab which
645. 17:54has 5,000 members. We have
646. 17:56announcements, Q&As, people winning all
647. 17:59the time in the share your wins column.
648. 18:00New here with an early win for Christie.
649. 18:02She already sold two AI receptionists on
650. 18:04October 7th. That's amazing. Matt posted
651. 18:06in his local Facebook community group
652. 18:08for a free website and secured an
653. 18:09independent travel agent as a client.
654. 18:11Love it. Four demo calls for Sheila.
655. 18:13Awesome. New client yesterday for
656. 18:14Virginia. It's just insane. People are
657. 18:16absolutely crushing in here. We have a
658. 18:18learning section right here where you
659. 18:19can learn everything about GHL. And on
660. 18:21top of all of that, I'm building an even
661. 18:23more tight-knit community with my boy
662. 18:24Dalton Minder. So my affiliates and
663. 18:27Dalton's affiliates will meet up inside
664. 18:29of a brand new community that we're
665. 18:30actually building today. We have the
666. 18:32entire skeleton done. So we're going to
667. 18:33do the build-out today. So if you guys
668. 18:35are waiting on that, don't worry. You
669. 18:36won't have to wait too much longer. I
670. 18:37want to keep this community a little bit
671. 18:38more tight-knit. I don't want thousands
672. 18:40and thousands of people in there for
673. 18:41right now. This is going to be a very
674. 18:43specific community for client
675. 18:45acquisition and actually onboarding
676. 18:47clients. Like this is real-life client
677. 18:49onboarding. So if you guys want to see
678. 18:51how an agency is done in real time, in
679. 18:53real life, then go watch Dalton Minder's
680. 18:55stuff. Make sure to like, subscribe,
681. 18:56watch his videos. He's crushing. These
682. 18:58videos are doing really well. And he's
683. 18:59actually going to be hand-holding his
684. 19:00first 100 affiliates. We got to get this
685. 19:02kid to 100. So with all that being said,
686. 19:04thank you guys so much for watching this
687. 19:05video. I cannot wait to see you inside
688. 19:06of the communities. I can't wait to see
689. 19:08you inside of GHL. And most importantly,
690. 19:10I can't wait to see you on the next
691. 19:11video tomorrow because I post every
692. 19:13single day. Peace out.