Business Setup
Get your business set up on the platform!
Download The App
Our platform can be accessed easily through an iPhone or Android device via our app. Learn how to download the app and connect.
Custom Values
With our platform we want to make sure that all of the custom values are specific for your business
Twilio: create account and buy number
On the platform, when sending out text messages or ringless voicemails, you'll need to add a phone number. In this video, we show you how to buy a phone number and navigate the settings!
Adding Leads from ActiveCampaign to the Sales & CRM System
In this training we show you how to link your ActiveCampaign leads to the sales & CRM system
Your Client Traffic Light System Overview
IAn overview of the client traffic light system
Setting Up Your Client Traffic Light System
This is how you personalise the traffic light system for your business and how to set up multiple accountability coaches
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