Conversation Overview

How To Navigate Conversations: In this training video, we will guide you through the intricacies of managing conversations effectively. You will learn how to navigate various sections such as unread and recent conversations, utilize the search function to find specific conversations, and filter contacts based on assignment. Additionally, we will delve into understanding inbound and outbound conversations, differentiating between manual and automated messaging.

How to Track Text Responses

How To Track Text Responses: In this video, I explain how to track text responses and add contacts in High Level. I discuss how unread messages appear in the conversations section and how to identify tagged follow-up messages. I also demonstrate how to remove the follow-up tag by updating the status to "contacted" and how to update the opportunity card. Additionally, I clarify that the Twilio number is used to forward calls and texts to the studio, and I provide the number for reference. Finally, I mention a workflow I built to automatically add contacts to the system when they text the Twilio number.

How To Update Lead Status "Contacted"

How To Track Conversation Attempts: In this video, I will show you how to make the most of the updated lead status feature and effectively track conversation attempts. I will explain how to identify unread messages and handle conversations that require a response. By using the "contacted" option and adding tags, you can streamline your workflow and ensure that important conversations are not overlooked. This video will provide you with actionable steps to improve your lead management process.

How To Update Initial Call Txt Completed

How To Update Lead Status With Initial Call Txt Completed: In this video, I will show you how to update the initial call text completed. We will review the process of responding to a call in the studio and discuss how to update the content from both the conversation side and the opportunity side. I will demonstrate how the follow-up tag changes the card color to yellow. Additionally, I will guide you through manually dragging the contact or using the conversation update feature to mark the initial call text as completed. This action will automatically add a tag and a note to the contact.

How To Update Lead Status "Bad Lead"

How To Update Lead Status "Bad Lead": In this video, I will show you how to update the lead status of a bad lead. I will provide a step-by-step demonstration using a real-life example of a lead that is too far from our location. By clicking the "update lead status" button and selecting "bad lead," you can easily update the lead status. This action will add a "bad lead" tag, archive the conversation, and add a note to the conversation. It's a streamlined process that ensures efficient lead management.

Quick Response: How To Send 5 Classes for $20

How To Send Quick Response Intro Offer: In this video, I will show you how to leverage WinBack offers to increase lead conversion. We will explore the process of offering 5 classes for $20 to new leads using promo code Lucky1. I will demonstrate how to use automations to your advantage and how to send out automated texts with special offers. Additionally, I will explain how the lead is tracked and how to see the lead activity. By following these strategies, you can effectively convert leads and encourage them to make a purchase.

Quick Response: How To Send Free Class Offer

How To Send Quick Response Free Class Offer: In this video, I will explain the lead journey and how to make the most of our free class offering. I will walk you through the process step by step, showing you how leads opt in, click on links, and progress through different stages. I will also demonstrate how to engage leads in conversation and present them with a win back offer. Pay close attention to how leads are tagged and identified in our system. By the end of this video, you will have a clear understanding of how to move leads to the last call stage of the pipeline.

How To Update Lead Status "Abandoned"

How To Update Lead Status "Abandoned": Click the drop down "Update Lead Status" Select Abandoned. A pop up will show asking you to confirm. Click "OK"

How To Track Day of Appt Call Complete

How To Update Lead Status "Day of Appt Call Complete": Click the drop down "Update Lead Status" Select Day of Appt Call Completed. A pop up will show asking you to confirm. Click "OK" a tag will be added automatically.