Getting Ready for CallAction Onboarding Call
The goal of the initial onboarding call is to have your account set up and by the end of the call, you using CallAction to follow up with leads and closing more sales.
Who Should Be on the Call
Primary account owner
Operations person(s)
Users of the system
What You Will Need
Be on your computer for Zoom video call
Logged into the following accounts:
CallAction (create your account now)
CRM
Email account(s) (Note: were you get your lead email notifications)
Mobile phone next to you
We want to maximize our time together to get you set up as quickly as possible, if you will have trouble with any of the above, please contact us before the call to reschedule.
What to Expect
Goal by end of the initial onboarding call is to have the following completed:
CRM connected to eliminate manual data entry
Learn the 3 steps to using the CallAction interface
Setup an initial lead workflow
Following is a general guideline for the initial onboarding call.
Connect your CRM
Set up your mobile phone
Personalize your CallAction call settings
Review the user interface and 3-step workflow of using CallAction
Add contact to send / receive initial text / call
Setup & filter CRM for initial campaigns
Setup automated workflow for primary lead source
What is Next
After the initial onboarding call, your system will be set up and following up with your initial lead source(s). You will be receiving responses to your campaigns and ideally converting conversations to future closings.
We will create a MAP / mutual action plan of actions & tasks to set up your next steps:
Complete any assigned homework, actions & tasks
Review results and answer questions from the first week(s) of using CallAction
Record voicemails for campaigns
Start new marketing campaigns to generate leads using one or more of the following:
Social media post with your call / text capture number
Generating leads using Video, Facebook Marketplace, Google My Business, Craigslist, Google Local Services or other items work together
Setup another lead source workflow
Check your email daily for our daily action tips
We look forward to working with you and your team.
If you have any questions, please search our details help docs and feel free to use the live chat to get help.