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⚙️ Replay: Mastering Automations & AI Growth (Mar 3)

Our latest coaching call is now live! 🚀 We moved beyond the basics to dive into the engine of your business: Automations and AI.

What we covered:

  • Automation Fundamentals: How to build high-converting "Form-to-Email" workflows and lead tagging strategies.

  • Engagement Hacks: Using Instagram/Facebook "Keyword Comments" to trigger automatic DMs and lead captures.

  • The New AI Builder: A look at the voice-to-text workflow creator—just talk, and the system builds the logic for you. 🎤

  • The Power of RSS: How to automate your monthly newsletter by pulling your WordPress blog feed directly into your emails. 📰

  • Appointment Maxing: Fine-tuning calendar reminders and the "Post-Call Status Update" form to ensure no lead falls through the cracks.

Watch the replay below! 📽️

If you have questions about your specific workflows or want to suggest a topic for the next call, drop them in the comments!

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🎙️ Replay: CRM Foundations & Pro-Tips (Feb 17)

Our first coaching call is in the books! 🚀 We laid the groundwork by diving into the CRM Business Operations essentials.

What we covered:

  • Dashboards: How to track ROI and "plug the holes" in your business.

  • Conversations: Managing SMS, Email, and Social in one place.

  • Smart Lists: The "secret sauce" for lead segmentation.

  • Payments & Contracts: Setting up products, invoices, and digital signatures.

  • Live Q&A: A deep dive into troubleshooting workflows and "Drip Mode" sending.

@everyone Watch the replay below and drop your questions or future topic ideas in the comments! 👇

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