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1) Where to find emails which are sent out?
2) How to run the Webinars?
3) Delivered and Skipped in Email Statistics
4) How to activate blog page on the website?
5) How to Import blogs?
6) How to check the statistics of an email?
7) What is the best calendar for multiple hosts? How to activate that?
8) Rockstar Affiliate program
9) How to use Videos in email templates? And in funnel boss?
10) How to filters the contacts?
Topics discussed:
1) Memberships
2) E-mail Templates
3) E-mail Services
4) Why are emails not sent and marked as Invalid?
5) How to add a contact to a specific workflow and send welcome email and Login credentials?
6) How to link Ninety with a membership course links?
7) How to activate drip campaign?
8) How to launch drip campaign with contacts having a specific "Tag"?
9) How to customize email templates?
10) How to Customize Desktop and mobile versions of websites and funnels?
11) Animations in Website
12) How to import blogs?
13) On demand and Live Webinars
14) Quizzes
15) QR Codes
16) New Theme for membership Course
17) Connecting google drive with media storage
18) AI Agents
19) Conversation AI Bot
20) Labs
Topics discussed:
1) How to Update images in Signatures of E-mails?
2) How to send an E-mail template to a specific contact?
3) How to add contacts into Scorecard Campaign?
4) 21 Silver Bullet social media Posting
5) Testimonial section on Webinar page
6) How to connect Google Business Profile?
Topics discussed:
1) When should we clean the contacts in CSV before or after importing them?
2) Import and Mapping of contacts
3) Social Planner and Scheduling posts
4) Funnel Boss "How To" Videos
5) Customization of Products
6) What is the right time to post blogs?
7) How to Setup blogs website page?
8) Testimonials on Webinar page
9) Pre-built sections for Websites and funnels
10) Blogs V/S Social Media Posting
11) How to send Payment links for invoices?
Topics discussed:
1) How to turn on Social media posting?
2) Schedule posting of Social Planner
3) Template Library for Social Media Posting
4) How to give free access to courses?
5) Pre-buit Sections In website builder
6) Funnel Boss "HOW TO "video Library
Topics discussed:
1) How To edit and check the mobile version of marketing Hub in Desktop mode?
2) A2P verification
3) Login credentials for members only Site & Welcome Email
4) Video Testimonials on the Website
5) How to Launch your Referral Campaign in Funnel Boss?
6) Funnel Boss "How To" videos library
7) How To change Subjects' in Email Templates?
8) ''Tags'' in Campaign
9) Where To See "BIO" in Marketing Hub
10) Courses in membership.
11) How To Clone & modify Course in membership?
12) Padding & Allignment in survey.
13) SEO of Meta Dala.
14) How To add Signature In Logo To my Funnel Boss?
Topics discussed:
1) Lead Connector
2) Survery Customization
3) How to add custom field in Survey.
4) members only Site Subscription
5) Undeliverable emails are not Showing in Statistics
6) Referral workflow
7) Can't Find The records of calls made from Desktop.
8) Where to find call Records Report.
9) How To add a new menu in the Navigation menu of marketing Hub
10) Scheduling a drip campaign for Specific days
11) Social media posts and
Template Library
12) How Create DIY Social media posts in Canva - Step by step guide - " How To" videos.
13 ) How To Send Intro & Ebook Invitation- To Unknown Businers Owners?
14) How Can we Introduce Someone to our website
15) How To Check Email Statistics?
Topics discussed:
1) Statistics of Errors of contacts imported
2) Email not being valid a not went out
3) How To change Order of fields in contacts?
4) Email (2-way Sync) Expired
5) How To update ninety app section with links.
6) Receipt numbering
7) Invoice Templates & invoice numbering.
8) How to Create opportunity Card from pipeline changed
9) Import from a campaign & From Scratch workflow
10) A2P ( Brand & Campaig Status )
11) Call Data Records.
12) Calendar meeting Location
13) How To Invite Someone in Custom meeting Location
14) Courses Customization in membership
Topics discussed:
1) How To Use Dialer in Funnel Boss?
2) Email (2-way Sync)
3) How To send Invite To appointment & updating Calendar
4) Blogs
5) How do we Stop Campaigns to go out on holidays & Weekends.
6) Google Business profile.
7) How To post blogs
8) Is it possible To Change categories in Blogs?
9) what's The easiest way To Keep records of calls from Dialer?
10) QR-Codes
Topics discussed:
1)How can we remove contacts from the drip campaign? or from specific steps of a workflow?
2)How to launch contact into a drip campaign?
3) Can all users of specific accounts access Whatsapp numbers?
4) Social media planner not showing in Marketing?
5) Can we automatically contact in a spreadsheet?
6)How to add a column to contact?
7) when we change the desktop in the marketing hub the Mobo not change automatically?
8) Functionality of Dialer?
9)How to monitor and change access to staff?
10) Triggering a campaign using a Tag in a workflow?
11) How to filter contacts using a specific Tag?
12)Images ratios and padding which we can use in marketing Hub?
13) Active Enrolled and Total Enrolled contacts in a specific workflow step?
14)How to create a Recurring event Calendar appointment for Team ?
15) Different forms of calendars
16)How do I add follow-up Remainder?
Topics discussed:
1) How to add blogs? Can we schedule post blogs?
2) Funnel Boss " How To" videos library.
3) Where to find the invoice for securing payments of a client?
4) How to change details in the recurring invoice?
5) What if the client wants to unsubscribe from the recurring payments?
6) Can't see In MFB dashboard The new recurring client and corresponding revenue?
7) How to book an appointment through a link? How to add multiple people?
8) Schedule a post through Social planner.
9) Dedicated domain for email services.
10) How to connect LinkedIn to Social planner?
11) coupons.
12) How to Edit the dashboard?
Topics discussed:
1) How to check who has downloaded E-book & from the email campaign?
2) Where can we see the response of the scorecard survey in our funnel Boss account?
3) Customization of logo.
4) Email services.
5) Where we can find recordings of weekly support calls?
6) How to access resources from the store.
7) Can we connect the social planner to the Google Business profile?
8) Client Portal
9) Zoom connection/ Integration.
10) Stripe connection
11) Social Media Connection
12) How can I change the PPT purchased from the store of Funnel Boss?
13) Profit Equation calculator
14) Rockstar coaching program Affiliate program.
Topics discussed:
1) Funnel Boss ''How To'' video library?
2) How to launch the campaign for E-book & Score-card?
3) How to duplicate a workflow & make it functional?
4) How to change the dedicated domain? Domain configuration? Or choose a separate domain for a campaign?
5) How to add DNS records to our domain?
6) How to convert VCF to CSV file?
7) Synchronization in calendars?
8) How to improve & Map a CSV file for contacts?
9) Overview of importing contacts through CSV file by an iPhone and show states?
10) Weekly support call recordings.
11) How to submit your questions for the weekly support call?
Topics discussed:
1: How to sync calendar events
2: What all needed to rebrand your company (In case you want)
Topics discussed:
1: Introduction to dedicated domain for emails
2: How to set up default header in dedicated domain for emails
3: How to onboarding a client through funnel boss
4: How to manually add someone into silver bullet academy membership course
5: Free Access to Silver bullet academy
6: How to connect Stripe to GHL
7: How to change Pricing of products (Agreement Funnel and Agreement form)
Topics discussed:
1: How to create an opportunity card for each business owner in your main pipeline
2: How to create an opportunity card for each referral source in your referral pipeline?
3: How to add contact into power dialer?
4: Duplicate opportunity in pipeline.
5: How to remove sticky contacts from a form scorecard of website
6: How to edit marketing hub. Remove email, phone and client login
7: Schedule posting in social planner
Topics discussed:
1: How to edit email templates and add custom values to it
2: How to set up Signature into GHL profile
3: Hoe to send email templates to a specific person/contact
4: How to Sync emails and Calendar
5: What is the best way to send Agreement form either from computer or cell phone?
6: How to check if Stripe Integration working fine? How can i check if my stripe is enabled with GHL
7: Features of Agreement form and Payment page
8: Is it possible to start invoices from numbers?
9: How we can change Pricing for products in agreement form and Payment funnel
10: How we can add products in payment funnel
11: Details of how to use the coupons feature properly
12: How to add GST tax in products
13: How to unsubscribe recurring payments
Topics discussed:
1: Introduction of Marketing hub
Topics discussed:
1: Scheduling calls thru FB calendar invite is working but the live link is not working?
2: How to send a scorecard link?
3: How to send a scorecard link to a specific contact or multiple contacts?
4: How can we edit the body of email templates from a workflow?
5: Toll free and A2P numbers
6: How to check billing history?
7: Error 30032-"Toll free Registration Pending" Your toll-free number has not been verified to allow sending high volume of SMS traffic in the USA and Canada. Register your toll-free number to fix it
8: I need to rest my email and need to find out why the system is not sending out email
9: How to recover password of my outlook calendar?
10: How to add Signature in business profile?
Topics discussed:
1: Set up scheduling Hook up to my outlook Calendar
2: Why can't I see my opportunities Both prospects and Referral partner
3: How to get pictures in Signatures of email
4: Still no support bubble on my version of the support site
5: Lead connector email system
6: Dedicated domain and default header
7: How to link LinkedIn with social media planner
8: Setting up team as my default
9: When choosing automation campaign for a new contact which ones do, we select
10: Can you expert task list from funnel boss
Topics discussed:
1: How do I update my introductory script? From the landing page
2: Incorrect name on the confirmation email for meetings
3: How to check the Synchronization of the calendar
4: How to add time gap between 2 meetings
5: How to choose a scheduling type for calendars
6: How to check open slots for booking in future 7. How to onboard clients for 21 Silver bullet Academy
7: How do I Bill a client?
8: Analytics and blogs new features of GHL
9: Global business coaching Summit
10: How to track activity of clients which of Academy course
11: How to revoke academy access of clients
12: Templates (Snippets) text/email
13: Signatures of email
Topics discussed:
1: How to add teams link in calendar appointments instead of using Zoom. (refer to this video for detailed guide: https://vimeo.com/946863853/ec4270d2ce?share=copy)
2: How to make sure your zoom is connected and being used in your calendars for meeting links
3: How to create email/sms snippets for quick template conversation with your new leads (refer to this video guide here: https://vimeo.com/946872277/77d66a6a60?share=copy)
4: How Funnel Boss notifies you when someone opts in to your ebook.
5: How to verify your purchased virtual toll free number
6: How does the DND works in your Funnel Boss account
Topics discussed:
1: How to find the scorecard survey submissions inside Funnel Boss
2: How to stop duplicate contacts creation
3: How to add team members in Funnel Boss account
4: How to add team members in 90 account
5: How to find the weekly support calls recordings
6: How to merge duplicate contacts in your Funnel Boss account
7: How to change contact info and make sure to save it before you go back to previous screen
8: How to move cards from one pipeline to another
9: How to give someone free access to the Silver Bullets Academy
10: How to purchase toll free numbers as your virtual number in your Funnel Boss
11: How to change the coaching agreement funnel and change the coaching program pricing
12: How to enable invoice receipts in your Funnel Boss (optional)
13: Introduction of the new coachescoachstore.com
Topics discussed:
1: How to launch your first follow up campaign (example: Ebook/Scorecard)
2: How to edit email templates within workflow itself
3: List of all custom values you can use: https://docs.google.com/document/d/1BUkep2nIPcWEQbd0NrrvaBSnlSiHNlirOZMvgqDvjcU/edit?usp=sharing
4: How to use signature custom value in your email template signature
5: How to upload contacts in CSV format in your Funnel Boss contacts
6: If you want to put put people in opportunities directly in bulk, use this custom value in place of ‘opportunity name’ :
7: How to find form/survey submissions inside Funnel Boss and how to export them
8: How to add custom time in calendar appointments
9: How to edit website information in ‘custom values form’
10: How does the referral workflow works
11: How to launch campaigns in drip mode
12: How to check email stats inside workflows
Topics discussed:
1: How to launch Webinar campaign in Funnel Boss
2: How to edit email templates inside Funnel Boss
3: How to update custom values for webinar
4: How to update webinar date and time in workflows
5: Complete guide to launch your webinar campaign: https://vimeo.com/918660648/3e80fdf445?share=copy
6: How to add blog page on your website
7: How to showcase multiple blog categories in your blog page
8: How to add an additional link in the navigation menu
9: Complete guide to edit a webpage: https://storage.googleapis.com/msgsndr/3HSEMBJrmbdWEabWwh34/media/65a633d028a68ba336b719d3.mp4
10: How to reach out to more audience organically on Facebook/LinkedIn without running ads
11: How to check your website traffic stats in Funnel Boss
12: What happens when someone unsubscribe your emails
13: How to enable DND for any contact who doesn’t want to hear from you
Topics discussed:
1: How to schecule social media posts (the ones in draft)
2: How to setup your 90 clients (insight from Robert Carlson)
3: How you can copy data/KPI/to-dos from Coaches Coach 90 to your personal 90
4: Setting up master template in 90 and add your academy links in your chapters
5: How to give someone access to your Silver Bullets Academy
6: Why does the SMS shows as unsuccessful (A2P verification)
7: How to avoid duplicate contacts and update existing contacts in your Funnel Boss while uploading set of contacts
8: What happens when someone unsubscribes your workflow
9: How to assign a lead to yourself
10: Put a lead in campaign (example: ebook), put them in campaign, not directly in the pipeline/opportunity
11: How to see reporting in your Funnel Boss
12: How to schedule social media posts created for you
13: How to connect your google analytics/google ads with your Funnel Boss account
14: How to increase/decrease the price on your Silver Bullets Academy
15: How to track the activity of a person in your Silver Bullets Academy course/membership
16: How to give someone free access to the Silver Bullets Academy to someone
17: How can you terminate someone from the free access of the Silver Bullets Academy
18: How to create and apply coupons for your Funnel Boss products
Topics discussed:
1: Lead connector and Email services
2: How to edit posts in social planner and how can we post?
3: How to avoid duplicate contacts and remove them
4: How to send an e-book invitation to multiple contacts
5: Dedicated domain setup and how to set headers
6: How to filter contacts using tag and use them in a workflow
7: How to edit SEO Meta Data of web pages in marketing hub
Topics discussed:
1: Why does a lead exist in two workflows removed from one of those automatically?
2: How to add multiple contacts into a campaign
3: How do I view drip sequencing?
4: How to send 10 emails a day to your cold email list -intro email offering an e-book, properly testing up both the pipeline and opportunities for action on my end
5: How to add signatures into email
6: How to do schedule posts through social planner and how to run it7. Is there something in workflows that reminds me to call a person?
7: How to setup a phone (cell phone)
8: Blocked off time in calendar booking
9: Availability in calendar
10: How to tag different leads from a pipeline
11: How to edit the Academy
12: Does a client need to sign the agreement?
Topics discussed:
1: How do I Send E-Book to my contacts in MFB? Is it automatically done when I move contacts into the business owner pipeline?
2: Is it possible to edit E-Book?
3: Is it possible to edit the Scorecard survey?
4: Referral workflow
5: How to change pipeline of a specific contact
6: Payment and agreement funnels
7: How to use Coupons and discounts8. How to send recurring invoice
8: Documents and contracts
9: How to check if lead has received scorecard survey responses
10: How to make changes in agreement form
11: GoDaddy access
12: Google domains
Topics discussed:
1: How to measure the engagement score of contacts altogether in contacts tab.
2: How to new rule for engagemnent scoring of contacts
3: Where to find the score in particular conversation
4: How to change the outgoing communication (email,sms) for appointment bookings
● How o change the workflow information
● How to add/update the custom values
● How to use auto generated zoom links for all appointments
5: How the email,sms communication flow works for appointments
Topics discussed:
1: How to set primary calendar in Funnel Boss
2: How to sync calendar events in Funnel Boss
3: How to connect iCloud calendar in Funnel Boss
4: Why SMS delivery ususally failes, how to fix it (Make sure you are A2P verified)
5: How to connect social media accounts, trouble shoot for error in connection
6: How to add custom fields to add import more data while importing the contacts in your system
7: How to update existing contacts in your Funnel Boss account
8: How to check if your account/business is A2P verified
9: How to fix when zoom link is not appearing in your bookings
10: How to get your 30 min, 60 min, 90 min caledar links
11: How to upload contacts into your Funnel Boss
12: How to map contact fields into your Funnel Boss account
13: How to check if your zoom is connected to the calendars
Topics discussed:
1: How to sync calendars in Funnel Boss account
2: How to add a different gmail calendar in Funnel Boss account
3: What are the purposes of the my profile and business profile informations
4: What is the purpose of ‘branded domain’ in business account settings
5: How to add/create email templates
6: How to assign email templates to the workflows
7: How to copy and existing workflow and edit the workflow
8: How to set triggers based on activity in workflows
9: How to delete a step from workflow
10: How to change the email from template to writing email option
11: How to use the custom values in workflow emails/sms
12: How to use the trigger links in workflow email/sms
13: How to create / use the trigger links
14: What is the difference between normal link and trigger link
15: How to analyse the trigger links activities
16: How to write a blog and publish on website
17: BONUS VIDEO: Complete guide to creating and publishing a blog post on website
18: How to upload contacts in your Funnel Boss account
19: How to add tags to contacts
20: How to launch any contacts into a campaign
21: Why shall we use drip mode in campaigns
22: Who shall integrate ical/outlook/google calendar in settings > my profile
23: What is the purpose of integrating zoom account
24: What does the Email (2-way sync) does
25: How to add team members into your Funnel Boss account
26: How to add task reminder notifications via workflow by creating a new workflow
27: What is the purpose for notification in ‘my profile section’
28: How to set an event calendar
Topics discussed:
1: How to upload contacts in your funnel boss in CSV format
2: How to map field while uploading the contacts
3: How to use the profit equation calculator in your funnel boss
4: How to add a contact to a pipeline using workflow (adding to pipeline directly has no drip mode)
5: How to run the webinar campaign - edit the page, custom values and date of the webinar in the workflow
6: Try to use EIN number to get easily verified for A2P verification in Trust center.
7: How does the trigger works in referral works in ‘referral received stage’
8: How to edit email templates
9: How to send email attachments using workflows
10: Step by step guide on how to launch/schedule a campaign (example: referral campaign)
Topics discussed:
1: How to schedule and post your social media posts using funnel boss
2: How to edit / create email templates
3: How to add more email templates to a workflow
4: How to connect google voice number with the funnel boss virtual number as a verified caller ID
5: How to access the previous recordings of the weekly support calls
6: How to submit questions for support calls
7: How to check the text message communication - does it get counted as a dial in reports?
8: How to purchase a virtual number from funnel boss and how to configure the number to mask your real number
9: How to send email/sms using leadconnector app
10: How to change email address / phone number on your website with 1 click
11: How to verify a toll free number
12: How to access your images / PDF in your media library
13: How to add logo to email templates, how to adjust the size
14: Why have we updated the dedicated email domain
15: How to make calls to contacts using funnel boss desktop and leadconnector app
16: How to access the recording of your dials in funnel boss
17: How to emable call redording in funnel boss
18: How to add signature as a custom values in all your emails/email templates
Topics discussed:
1: How to get email/sms notification to make a call to a prospect using workflow steps (internal notification)
2: How to see the execution log from workflow for individual prospects/leads
3: How to push all leads to next step in the workflow
4: How to push an individual lead to the next step in the workflow steps
5: How to remove an individual from the workflow
6: How to get the links of the 30min, 60min, 90 min calendars
7: How to get the 2way email conversation not only on your Funnel Boss conversation but also in your email inbox (gmail/outlook)
8: How to edit the agreement form
9: How to forward emails by default to a personal/primary email address
10: How to use landing page/website templates or create your own (Bonus 30 min tutorial video on how to edit a page)
11: How to edit in page pop-up, add form or order form on it
12: How to add a sub-domain using godaddy in your funnel boss
13: Know more about your LAUNCH PAD in Funnel Boss
14: What is the Execution Log in a Workflow and what can be tracked there
15: What is the different between execution log and enrolment history
16: How to see who opted in to a ebook funnel
17: How to add someone in the pipeline to trigger a workflow in referral workflow without adding them from scratch
Topics discussed:
1: How the ebook drip campaign works for cold leads / invite to opt-in
2: Ebook and scorecard drip campaign update (frequency between emails changed from 1day to 3 days)
3: Where to find the email templates involved in the ebook drip campaign workflow
4: How to add elements (image, logo, video, footer, text) on a new/existing email template
5: Latest update on all email templates (dedicated unsubscribe from particular campaign and global unsubscribe button in footer)
6: Update in ebook drip campaign - sending the profit equation calculator
7: How and where to update your bio in your Funnel boss account / site
8: How to update your page SEO on your site
9: How to use your email signature with 'user signature' custom value
10: Upcoming update in the social media posts with variations (different region of people) and how to do yourself
(Link to the canva file: https://www.canva.com/design/DAFxbGvDa6g/hgjGyxNvYY1WiPu9khqMyA/edit?utm_content=DAFxbGvDa6g&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton make sure to copy the file then edit)
11: How to update social media post's content before pulishing
12: Avoid clicking on social media messages that sends you notice / warning / links on behalf of Facebook or any other authority against any violation (REPORT the as SPAM)
13: How to put someone / prospects in a pipeline without putting them in a campaign
14: BONUS: how to use Microsoft Clarity to tract the user activity and heat maps on your site / landing pages.
Topics discussed:
1: How to add email signature with HTML codes in Funnel Boss (refer to this complete guide here: https://vimeo.com/user92966897/email-signature?share=copy)
2: How to use email signature as a custom value in your emails
3: How to add multiple products in a funnel step/page
4: How to check sent email statistics from workflow
Topics discussed:
1: How to add email attachments in a workflow email
2: How to move contacts/opportunities between pipeline stages
3: How to see how many people are on a particular stage in a workflow
4: How to write emails in workflow instead of email templates
5: Why you should put referral contacts into campaign/workflow and not directly to the pipeline
6: How to remove opportunity/pipeline stage from workflow (example: main sales pipeline - 30 mins call booked)
7: How to auto send email to prospects using opportunity sages and workflows
8: How the coaching program/agreemment workflow auto sends email and sms based on the particular purchase
9: How to use new feature - payment update
10: New update - you can use coupons for recurring products (21 Silver Bullets Academy as well)
11: How to give someone one time discount coupon and monthly recurring coupon
12: How to add multiple social media accounts in Funnel Boss
Topics discussed:
1: How to white label coaching materials
2: How to change slide master in presentations
3: How the referral workflow works
4: How to add a contact to referral workflow
5: How to test the workflows
6: How to remove someone from the workflows
7: How to push someone to the next step in the workflow
8: How to move someone in the pipeline stages
9: How to get an email reply in gmail/outlook inbox
10: How to force over write calendar event and edit the meeting description
Topics discussed:
1: How to clone a calendar landing page
2: How to use group calendar page to show all the available calendars in one page
3: How to clone an existing calendar to create a new one
4: How to clone and assign a workflow for a newly created calendar
5: How to set available timing / slots for calendars
6: How to add multiple gmail/outlook calendars to check for availability conflict
7: How to edit / modify the calendar even title appears on google / outlook calendar
8: BONUS: how to offer the silver bullets academy to someone for free (CLICK HERE)
Topics discussed:
1: How can we use the Support tabs from Funnel Boss?
2: The Trust Center was approved quite a while ago but still not been able to send messages?
3: How to get the recording of these support meeting videos?
4: Is there a place in Funnel Boss where the can direct to contact details (Name, E-mails)? Where can we directly upload the files containing cold contact details? Which section is there to trigger the campaigns?
5: Which number we use to dial, number which is linked with funnel boss or the Primary number?
6: A2P issues and error in setup?
Topics discussed: (coming soon)
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Topics discussed:
1: How to sync calendar events
2: What all needed to rebrand your company (In case you want)
Topics discussed:
1: Introduction to dedicated domain for emails
2: How to set up default header in dedicated domain for emails
3: How to onboarding a client through funnel boss
4: How to manually add someone into silver bullet academy membership course
5: Free Access to Silver bullet academy
6: How to connect Stripe to GHL
7: How to change Pricing of products (Agreement Funnel and Agreement form)
Topics discussed:
1: How to create an opportunity card for each business owner in your main pipeline
2: How to create an opportunity card for each referral source in your referral pipeline?
3: How to add contact into power dialer?
4: Duplicate opportunity in pipeline.
5: How to remove sticky contacts from a form scorecard of website
6: How to edit marketing hub. Remove email, phone and client login
7: Schedule posting in social planner
Topics discussed:
1: How to edit email templates and add custom values to it
2: How to set up Signature into GHL profile
3: Hoe to send email templates to a specific person/contact
4: How to Sync emails and Calendar
5: What is the best way to send Agreement form either from computer or cell phone?
6: How to check if Stripe Integration working fine? How can i check if my stripe is enabled with GHL
7: Features of Agreement form and Payment page
8: Is it possible to start invoices from numbers?
9: How we can change Pricing for products in agreement form and Payment funnel
10: How we can add products in payment funnel
11: Details of how to use the coupons feature properly
12: How to add GST tax in products
13: How to unsubscribe recurring payments
Topics discussed:
1: Introduction of Marketing hub
Topics discussed:
1: Scheduling calls thru FB calendar invite is working but the live link is not working?
2: How to send a scorecard link?
3: How to send a scorecard link to a specific contact or multiple contacts?
4: How can we edit the body of email templates from a workflow?
5: Toll free and A2P numbers
6: How to check billing history?
7: Error 30032-"Toll free Registration Pending" Your toll-free number has not been verified to allow sending high volume of SMS traffic in the USA and Canada. Register your toll-free number to fix it
8: I need to rest my email and need to find out why the system is not sending out email
9: How to recover password of my outlook calendar?
10: How to add Signature in business profile?
Topics discussed:
1: Set up scheduling Hook up to my outlook Calendar
2: Why can't I see my opportunities Both prospects and Referral partner
3: How to get pictures in Signatures of email
4: Still no support bubble on my version of the support site
5: Lead connector email system
6: Dedicated domain and default header
7: How to link LinkedIn with social media planner
8: Setting up team as my default
9: When choosing automation campaign for a new contact which ones do, we select
10: Can you expert task list from funnel boss
Topics discussed:
1: How do I update my introductory script? From the landing page
2: Incorrect name on the confirmation email for meetings
3: How to check the Synchronization of the calendar
4: How to add time gap between 2 meetings
5: How to choose a scheduling type for calendars
6: How to check open slots for booking in future 7. How to onboard clients for 21 Silver bullet Academy
7: How do I Bill a client?
8: Analytics and blogs new features of GHL
9: Global business coaching Summit
10: How to track activity of clients which of Academy course
11: How to revoke academy access of clients
12: Templates (Snippets) text/email
13: Signatures of email
Topics discussed:
1: How to add teams link in calendar appointments instead of using Zoom. (refer to this video for detailed guide: https://vimeo.com/946863853/ec4270d2ce?share=copy)
2: How to make sure your zoom is connected and being used in your calendars for meeting links
3: How to create email/sms snippets for quick template conversation with your new leads (refer to this video guide here: https://vimeo.com/946872277/77d66a6a60?share=copy)
4: How Funnel Boss notifies you when someone opts in to your ebook.
5: How to verify your purchased virtual toll free number
6: How does the DND works in your Funnel Boss account
Topics discussed:
1: How to find the scorecard survey submissions inside Funnel Boss
2: How to stop duplicate contacts creation
3: How to add team members in Funnel Boss account
4: How to add team members in 90 account
5: How to find the weekly support calls recordings
6: How to merge duplicate contacts in your Funnel Boss account
7: How to change contact info and make sure to save it before you go back to previous screen
8: How to move cards from one pipeline to another
9: How to give someone free access to the Silver Bullets Academy
10: How to purchase toll free numbers as your virtual number in your Funnel Boss
11: How to change the coaching agreement funnel and change the coaching program pricing
12: How to enable invoice receipts in your Funnel Boss (optional)
13: Introduction of the new coachescoachstore.com
Topics discussed:
1: How to launch your first follow up campaign (example: Ebook/Scorecard)
2: How to edit email templates within workflow itself
3: List of all custom values you can use: https://docs.google.com/document/d/1BUkep2nIPcWEQbd0NrrvaBSnlSiHNlirOZMvgqDvjcU/edit?usp=sharing
4: How to use signature custom value in your email template signature
5: How to upload contacts in CSV format in your Funnel Boss contacts
6: If you want to put put people in opportunities directly in bulk, use this custom value in place of ‘opportunity name’ :
7: How to find form/survey submissions inside Funnel Boss and how to export them
8: How to add custom time in calendar appointments
9: How to edit website information in ‘custom values form’
10: How does the referral workflow works
11: How to launch campaigns in drip mode
12: How to check email stats inside workflows
Topics discussed:
1: How to launch Webinar campaign in Funnel Boss
2: How to edit email templates inside Funnel Boss
3: How to update custom values for webinar
4: How to update webinar date and time in workflows
5: Complete guide to launch your webinar campaign: https://vimeo.com/918660648/3e80fdf445?share=copy
6: How to add blog page on your website
7: How to showcase multiple blog categories in your blog page
8: How to add an additional link in the navigation menu
9: Complete guide to edit a webpage: https://storage.googleapis.com/msgsndr/3HSEMBJrmbdWEabWwh34/media/65a633d028a68ba336b719d3.mp4
10: How to reach out to more audience organically on Facebook/LinkedIn without running ads
11: How to check your website traffic stats in Funnel Boss
12: What happens when someone unsubscribe your emails
13: How to enable DND for any contact who doesn’t want to hear from you
Topics discussed:
1: How to schecule social media posts (the ones in draft)
2: How to setup your 90 clients (insight from Robert Carlson)
3: How you can copy data/KPI/to-dos from Coaches Coach 90 to your personal 90
4: Setting up master template in 90 and add your academy links in your chapters
5: How to give someone access to your Silver Bullets Academy
6: Why does the SMS shows as unsuccessful (A2P verification)
7: How to avoid duplicate contacts and update existing contacts in your Funnel Boss while uploading set of contacts
8: What happens when someone unsubscribes your workflow
9: How to assign a lead to yourself
10: Put a lead in campaign (example: ebook), put them in campaign, not directly in the pipeline/opportunity
11: How to see reporting in your Funnel Boss
12: How to schedule social media posts created for you
13: How to connect your google analytics/google ads with your Funnel Boss account
14: How to increase/decrease the price on your Silver Bullets Academy
15: How to track the activity of a person in your Silver Bullets Academy course/membership
16: How to give someone free access to the Silver Bullets Academy to someone
17: How can you terminate someone from the free access of the Silver Bullets Academy
18: How to create and apply coupons for your Funnel Boss products
Topics discussed:
1: Lead connector and Email services
2: How to edit posts in social planner and how can we post?
3: How to avoid duplicate contacts and remove them
4: How to send an e-book invitation to multiple contacts
5: Dedicated domain setup and how to set headers
6: How to filter contacts using tag and use them in a workflow
7: How to edit SEO Meta Data of web pages in marketing hub
Topics discussed:
1: Why does a lead exist in two workflows removed from one of those automatically?
2: How to add multiple contacts into a campaign
3: How do I view drip sequencing?
4: How to send 10 emails a day to your cold email list -intro email offering an e-book, properly testing up both the pipeline and opportunities for action on my end
5: How to add signatures into email
6: How to do schedule posts through social planner and how to run it7. Is there something in workflows that reminds me to call a person?
7: How to setup a phone (cell phone)
8: Blocked off time in calendar booking
9: Availability in calendar
10: How to tag different leads from a pipeline
11: How to edit the Academy
12: Does a client need to sign the agreement?
Topics discussed:
1: How do I Send E-Book to my contacts in MFB? Is it automatically done when I move contacts into the business owner pipeline?
2: Is it possible to edit E-Book?
3: Is it possible to edit the Scorecard survey?
4: Referral workflow
5: How to change pipeline of a specific contact
6: Payment and agreement funnels
7: How to use Coupons and discounts8. How to send recurring invoice
8: Documents and contracts
9: How to check if lead has received scorecard survey responses
10: How to make changes in agreement form
11: GoDaddy access
12: Google domains
Topics discussed:
1: How to measure the engagement score of contacts altogether in contacts tab.
2: How to new rule for engagemnent scoring of contacts
3: Where to find the score in particular conversation
4: How to change the outgoing communication (email,sms) for appointment bookings
● How o change the workflow information
● How to add/update the custom values
● How to use auto generated zoom links for all appointments
5: How the email,sms communication flow works for appointments
Topics discussed:
1: How to set primary calendar in Funnel Boss
2: How to sync calendar events in Funnel Boss
3: How to connect iCloud calendar in Funnel Boss
4: Why SMS delivery ususally failes, how to fix it (Make sure you are A2P verified)
5: How to connect social media accounts, trouble shoot for error in connection
6: How to add custom fields to add import more data while importing the contacts in your system
7: How to update existing contacts in your Funnel Boss account
8: How to check if your account/business is A2P verified
9: How to fix when zoom link is not appearing in your bookings
10: How to get your 30 min, 60 min, 90 min caledar links
11: How to upload contacts into your Funnel Boss
12: How to map contact fields into your Funnel Boss account
13: How to check if your zoom is connected to the calendars
Topics discussed:
1: How to sync calendars in Funnel Boss account
2: How to add a different gmail calendar in Funnel Boss account
3: What are the purposes of the my profile and business profile informations
4: What is the purpose of ‘branded domain’ in business account settings
5: How to add/create email templates
6: How to assign email templates to the workflows
7: How to copy and existing workflow and edit the workflow
8: How to set triggers based on activity in workflows
9: How to delete a step from workflow
10: How to change the email from template to writing email option
11: How to use the custom values in workflow emails/sms
12: How to use the trigger links in workflow email/sms
13: How to create / use the trigger links
14: What is the difference between normal link and trigger link
15: How to analyse the trigger links activities
16: How to write a blog and publish on website
17: BONUS VIDEO: Complete guide to creating and publishing a blog post on website
18: How to upload contacts in your Funnel Boss account
19: How to add tags to contacts
20: How to launch any contacts into a campaign
21: Why shall we use drip mode in campaigns
22: Who shall integrate ical/outlook/google calendar in settings > my profile
23: What is the purpose of integrating zoom account
24: What does the Email (2-way sync) does
25: How to add team members into your Funnel Boss account
26: How to add task reminder notifications via workflow by creating a new workflow
27: What is the purpose for notification in ‘my profile section’
28: How to set an event calendar
Topics discussed:
1: How to upload contacts in your funnel boss in CSV format
2: How to map field while uploading the contacts
3: How to use the profit equation calculator in your funnel boss
4: How to add a contact to a pipeline using workflow (adding to pipeline directly has no drip mode)
5: How to run the webinar campaign - edit the page, custom values and date of the webinar in the workflow
6: Try to use EIN number to get easily verified for A2P verification in Trust center.
7: How does the trigger works in referral works in ‘referral received stage’
8: How to edit email templates
9: How to send email attachments using workflows
10: Step by step guide on how to launch/schedule a campaign (example: referral campaign)
Topics discussed:
1: How to schedule and post your social media posts using funnel boss
2: How to edit / create email templates
3: How to add more email templates to a workflow
4: How to connect google voice number with the funnel boss virtual number as a verified caller ID
5: How to access the previous recordings of the weekly support calls
6: How to submit questions for support calls
7: How to check the text message communication - does it get counted as a dial in reports?
8: How to purchase a virtual number from funnel boss and how to configure the number to mask your real number
9: How to send email/sms using leadconnector app
10: How to change email address / phone number on your website with 1 click
11: How to verify a toll free number
12: How to access your images / PDF in your media library
13: How to add logo to email templates, how to adjust the size
14: Why have we updated the dedicated email domain
15: How to make calls to contacts using funnel boss desktop and leadconnector app
16: How to access the recording of your dials in funnel boss
17: How to emable call redording in funnel boss
18: How to add signature as a custom values in all your emails/email templates
Topics discussed:
1: How to get email/sms notification to make a call to a prospect using workflow steps (internal notification)
2: How to see the execution log from workflow for individual prospects/leads
3: How to push all leads to next step in the workflow
4: How to push an individual lead to the next step in the workflow steps
5: How to remove an individual from the workflow
6: How to get the links of the 30min, 60min, 90 min calendars
7: How to get the 2way email conversation not only on your Funnel Boss conversation but also in your email inbox (gmail/outlook)
8: How to edit the agreement form
9: How to forward emails by default to a personal/primary email address
10: How to use landing page/website templates or create your own (Bonus 30 min tutorial video on how to edit a page)
11: How to edit in page pop-up, add form or order form on it
12: How to add a sub-domain using godaddy in your funnel boss
13: Know more about your LAUNCH PAD in Funnel Boss
14: What is the Execution Log in a Workflow and what can be tracked there
15: What is the different between execution log and enrolment history
16: How to see who opted in to a ebook funnel
17: How to add someone in the pipeline to trigger a workflow in referral workflow without adding them from scratch
Topics discussed:
1: How the ebook drip campaign works for cold leads / invite to opt-in
2: Ebook and scorecard drip campaign update (frequency between emails changed from 1day to 3 days)
3: Where to find the email templates involved in the ebook drip campaign workflow
4: How to add elements (image, logo, video, footer, text) on a new/existing email template
5: Latest update on all email templates (dedicated unsubscribe from particular campaign and global unsubscribe button in footer)
6: Update in ebook drip campaign - sending the profit equation calculator
7: How and where to update your bio in your Funnel boss account / site
8: How to update your page SEO on your site
9: How to use your email signature with 'user signature' custom value
10: Upcoming update in the social media posts with variations (different region of people) and how to do yourself (Link to the canva file: https://www.canva.com/design/DAFxbGvDa6g/hgjGyxNvYY1WiPu9khqMyA/edit?utm_content=DAFxbGvDa6g&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton
make sure to copy the file then edit)
11: How to update social media post's content before publishing
12: Avoid clicking on social media messages that sends you notice / warning / links on behalf of Facebook or any other authority against any violation (REPORT the as SPAM)
13: How to put someone / prospects in a pipeline without putting them in a campaign
14: BONUS: how to use Microsoft Clarity to tract the user activity and heat maps on your site / landing pages.
Topics discussed:
1: How to add email signature with HTML codes in Funnel Boss (refer to this complete guide here:
https://vimeo.com/user92966897/email-signature?share=copy)
2: How to use email signature as a custom value in your emails
3: How to add multiple products in a funnel step/page
4: How to check sent email statistics from workflow
Topics discussed:
1: How to add email attachments in a workflow email
2: How to move contacts/opportunities between pipeline stages
3: How to see how many people are on a particular stage in a workflow
4: How to write emails in workflow instead of email templates
5: Why you should put referral contacts into campaign/workflow and not directly to the pipeline
6: How to remove opportunity/pipeline stage from workflow (example: main sales pipeline - 30 mins call booked)
7: How to auto send email to prospects using opportunity sages and workflows
8: How the coaching program/agreemment workflow auto sends email and sms based on the particular purchase
9: How to use new feature - payment update
10: New update - you can use coupons for recurring products (21 Silver Bullets Academy as well)
11: How to give someone one time discount coupon and monthly recurring coupon
12: How to add multiple social media accounts in Funnel Boss
Topics discussed:
1: How to white label coaching materials
2: How to change slide master in presentations
3: How the referral workflow works
4: How to add a contact to referral workflow
5: How to test the workflows
6: How to remove someone from the workflows
7: How to push someone to the next step in the workflow
8: How to move someone in the pipeline stages
9: How to get an email reply in gmail/outlook inbox
10: How to force over write calendar event and edit the meeting description
Topics discussed:
1: How to clone a calendar landing page
2: How to use group calendar page to show all the available calendars in one page
3: How to clone an existing calendar to create a new one
4: How to clone and assign a workflow for a newly created calendar
5: How to set available timing / slots for calendars
6: How to add multiple gmail/outlook calendars to check for availability conflict
7: How to edit / modify the calendar even title appears on google / outlook calendar
8: BONUS: how to offer the silver bullets academy to someone for free (CLICK HERE)
Topics discussed:
1: How can we use the Support tabs from Funnel Boss?
2: The Trust Center was approved quite a while ago but still not been able to send messages?
3: How to get the recording of these support meeting videos?
4: Is there a place in Funnel Boss where the can direct to contact details (Name, E-mails)? Where can we directly upload the files containing cold contact details? Which section is there to trigger the campaigns?
5: Which number we use to dial, number which is linked with funnel boss or the Primary number?
6: A2P issues and error in setup?
Topics discussed: (coming soon)
Topics discussed: (coming soon)
Topics discussed: (coming soon)
Topics discussed: (coming soon)
Topics discussed: (coming soon)
