TECH CALL (1st call)
MAKE SURE THERE IS A SUBACCOUNT FOR THE CLIENT
Go to main agency account
go to the team and look for the client with the following criteria:
1. name
2. last name
3. email
4. look for an account with their domain name
5. go to survey submissions and see what business name they provided and look for an account under that name
If you cannot find a subaccount - the call will need to be rescheduled and agency owner will need to be notified
MAKE SURE THE CLIENT HAS A USER IN THEIR SUBACCOUNT
If client does not have a user - create one on the spot and make it account admin
ASK CLIENT TO SHARE THEIR SCREEN - CHECK DOMAIN
Ask the client to share their whole screen
Make sure they are logged in using the whitelabel domain
Here's how to help if they have not logged in yet.
IF CLIENT REFUSES TO DO IT IN THE WHITEABEL DOMAIN, THE CALL CANNOT PROCEED
BUSINESS PROFILE
Have client fill out the following:
• General Info
• Business Physical Address
• Authorized Representative
• Business Information
SUB-DOMAINS
Sub-domain
As a recommendation use subdomain with word "go" (CNAME) record - Ex: go.domain.com How-to video
See instructions for GoDaddy
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to GoDaddy
- After login, click “Connect” then “Close”
- Go back to GHL and wait until it verifies.
See instructions for Cloudflare
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to Cloudflare
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for IONOS
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to IONOS
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for Namecheap
See instructions for SquareSpace
See instructions for Wix
See instructions for HostGator
See instructions for DreamHost
1. Go to Websites - Manage Websites
2. Click on “New Website”
3. Create Subdomain
4. Add the email subdomain name
5. Select Parent domain (the domain the client is using)
6. Click on “Next Hosting”
7. Click on “No Web Hosting” - “Set to No Hosting”
8. Click on DNS on the new subdomain. You might need to wait until it's finished processing in order to create new DNS records. 
9. Create the records, copy them from GHL
See instructions for Hostinger
Dedicated Email Domain
As a recommendation use subdomain with word "replies" or "email" - Ex: replies.domain.com How-to video
See instructions for GoDaddy
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to GoDaddy
- After login, click “Connect” then “Close”
- Go back to GHL and wait until it verifies.
See instructions for Cloudflare
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to Cloudflare
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for IONOS
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to IONOS
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for Namecheap
- Login to Namecheap
- Click on “Manage" on the domain, then "Advanced DNS"
- Scroll down to “Mail Settings”: check if the client has Gmail, or Email Forwarding or Private Email:
- Make sure to copy the MX and TXT records that are already existing
- Then, switch to "Custom MX", as seen in the image:
Add the MX records that GHL requires for the dedicated email domain - Add the other MX records the client already had in place.
- After this, go back to GHL and verify the email domain
See instructions for SquareSpace
See instructions for Wix
DO NOT CREATE a dedicated email domain with Wix
As Wix does not allow to add custom MX records to their DNS.
See instructions for HostGator
See instructions for DreamHost
1. Go to Websites - Manage Websites
2. Click on “New Website”
3. Create Subdomain
4. Add the email subdomain name
5. Select Parent domain (the domain the client is using)
6. Click on “Next Hosting”
7. Click on “No Web Hosting” - “Set to No Hosting”
8. Click on DNS on the new subdomain. You might need to wait until it's finished processing in order to create new DNS records.
9. Create the records, copy them from GHL
See instructions for Hostinger
Branded Domain
As a recommendation use subdomain with word "link" (CNAME) record - Ex: link.domain.com How-to video
See instructions for GoDaddy
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to GoDaddy
- After login, click “Connect” then “Close”
- Go back to GHL and wait until it verifies.
See instructions for Cloudflare
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to Cloudflare
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for IONOS
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to IONOS
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for Namecheap
See instructions for SquareSpace
See instructions for Wix
See instructions for HostGator
See instructions for DreamHost
1. Go to Websites - Manage Websites
2. Click on “New Website”
3. Create Subdomain
4. Add the email subdomain name
5. Select Parent domain (the domain the client is using)
6. Click on “Next Hosting”
7. Click on “No Web Hosting” - “Set to No Hosting”
8. Click on DNS on the new subdomain. You might need to wait until it's finished processing in order to create new DNS records.
9. Create the records, copy them from GHL
See instructions for Hostinger
Client Portal Domain (OPTIONAL)
As a recommendation use subdomain with word "members" (CNAME) record - Ex: members.domain.com
See instructions for GoDaddy
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to GoDaddy
- After login, click “Connect” then “Close”
- Go back to GHL and wait until it verifies.
See instructions for Cloudflare
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to Cloudflare
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for IONOS
- Follow the GHL wizard to automatically create the DNS records
- This will take you to another page to log in to IONOS
- After login, click “connect” then “close”
- This will take you back to GHL and wait until it verifies.
See instructions for Namecheap
See instructions for SquareSpace
See instructions for Wix
See instructions for HostGator
See instructions for DreamHost
1. Go to Websites - Manage Websites
2. Click on “New Website”
3. Create Subdomain
4. Add the email subdomain name
5. Select Parent domain (the domain the client is using)
6. Click on “Next Hosting”
7. Click on “No Web Hosting” - “Set to No Hosting”
8. Click on DNS on the new subdomain. You might need to wait until it's finished processing in order to create new DNS records.
9. Create the records, copy them from GHL
See instructions for Hostinger
INTEGRATIONS
- How-to video
- Integrate a Google Account
- Integrate Google my Business profile if they have one
- Integrate Facebook and Instagram
- Integrate Payment gateway if they have one
MY PROFILE
Connect Calendar
Calendar Configuration
Video Conferencing / Meeting location configuration
Time Zone
Availability
PHONE NUMBER PURCHASE
United States
- If business is local, get them a number in their area code with SMS and call capabilities
- If business is national, offer a toll free number with 800, 888, 877, 866, 855, 844 or 833 area code
-
Inform about the costs related to the number: one time fee + monthly fee + A2P charges
______________________________________________________________________________________________________________
A2P 10DLC REGISTRATION PROCESS
- Inform client of A2P Registration process, why we're doing it and the cost related
- Inform client that an EIN is mandatory for the A2P process.
- Clients without an EIN can get a phone number but will not be able to text, only call.
- Let client know our team will take care of the process after the call.
United Kingdom
Do Address Bundle + Do Regulatory Bundle for MOBILE NUMBER
Use the official UK lookup tool to help find their business registration numbers
Both bundles need to be approved in order to purchase a number
MAKE A NOTE SO TRAINING AGENT CAN PURCHASE A NUMBER
Australia
Do Address Bundle + Do Regulatory Bundle for MOBILE NUMBER
Use the official ABN Lookup tool to help find their business registration numbers
Both bundles need to be approved in order to purchase a number
MAKE A NOTE SO TRAINING AGENT CAN PURCHASE A NUMBER
New Zealand
Do Address Bundle + Do Regulatory Bundle for MOBILE NUMBER
Use the official NZBN Lookup tool to help find their business registration numbers
Both bundles need to be approved in order to purchase a number
MAKE A NOTE SO TRAINING AGENT CAN PURCHASE A NUMBER
Other countries
If you can find the country, proceed to Create Address Bundle + Do Regulatory Bundle for MOBILE NUMBER preferably
Both bundles need to be approved in order to purchase a number
MAKE A NOTE SO TRAINING AGENT CAN PURCHASE A NUMBER
PHONE NUMBER SETUP + TEST
Ask client if they want to forward calls to their phone
Ask clients if they want to record calls
Set timeouts to 30 secs
_________________________________________________________
Test the number - how-to video
Go to the agency's main subaccount and call the new number from there.
SCHEDULE TRAINING CALL
Send the client a SMS and an email from our CRM with the name “Training Booking Link”
MAKE SURE THE CLIENT BOOKS A CALL USING THE SAME INFO UNDER WHICH THE TECH CALL WAS SCHEDULED
TRAINING CALL (2nd call)
LOGIN AS THE CLIENT
How-to video
Make sure you are logged in as the user you are going to onboard
That way you will have the same level of access that they have
PURCHASE PHONE NUMBER
If client is in UK, Australia, or New Zealand - make sure the bundles are approved and get them a phone number
How-to video
PROFILE THE CLIENT
ASK CLIENT ABOUT THEIR SHORT TERM OBJECTIVES USING THE PLATFORM
ASK CLIENT HOW TECH SAVVY THEY ARE
ASK CLIENT IF THEY HAVE EXPERIENCE USING CRMs OR SIMILAR PLATFORMS
ASK CLIENT IF IF THERE IS ANY PARTICULAR THING THEY WANT FOR THEIR TRAINING CALL
TAILOR THE CALL USING THE INFORMATION PROVIDED BY CLIENT
CONTACTS
How to create and delete contacts manually (create a contact with client info)
How to export and import contacts in .csv files How-to video
Explain Contact view - conversations - tasks - notes - appointments
How to send Emails, messages, calls and call recordings
How to add tags
How to create smart lists using tags How-to video
How to send SMS/emails in bulk How-to video
CONVERSATIONS
How-to video
Explain that they can handle conversations from here as well
SMS templates - show how to create a basic SMS template
CALENDARS
How-to video
Where to find their Calendar
How to edit their calendar - explain all settings
How to get their calendar links
Schedule a test appointment using the calendar link
OPPORTUNITIES
How-to video
Explain what a pipeline can be used for.
Common use cases for pipeline. i.e: internal processes, lead journey from new to sales completed, appointment tracking, etc.
Show them how to move leads through the pipeline stages
MARKETING
Explain the Social Planner - what it is and how to use it
How-to video
Email Templates - explain different options and create a test email template
How to video
Email Campaigns - explain how to launch or schedule an email campaign with a test template
ARTIFICIAL INTELLIGENCE
VOICE AI AGENT
Agent Details
show client how to setup basic agent details
Advanced settings
show client the advance settings of the agent including the prompt
Agent goals
collect from contacts: 1. name 2. email and 3. contacts issue (what they want)
enable to receive an email notification post call completion
CONVERSATION AI
Show client how to set up a bot to handle all their text conversations
Basic and advanced settings
How to train the bot by scraping a website, adding a prompt or by adding Q&As
REPUTATION AI
How-to video
Show client how to set sources from messages - auto response - wait time before answering
When someone leaves a review it automatically responds with AI
REPUTATION - if a review system was connected
How-to video
Review management overview - how to send a review request
How to handle reviews with AI
PAYMENTS
How-to video
Explain how to create products
Explain how to create invoices
Explain how to create payment links
AUTOMATIONS
How-to video
Show basics of automation creation - triggers and actions
Help build a very simple automation if necessary
SITES
How-to video
Show the basics of website and funnel creation
Show how to add elements - saving and publishing
Show how to connect a funnel to a domain
SUPPORT WIDGET
How-to video
Show client how they can request for help via the widget
Show client how they can access different Knowledge Base Guides
Tell client they can also request a zoom call with our tech team