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What's Inside FEATURE - BRAND BOARDS

What's Inside FEATURE - BRAND BOARDS

What's Inside FEATURE - BRAND BOARDS

Onboarding Account Setup for Success – Admin

⚙️ ONBOARDING ACCOUNT SETUP FOR SUCCESS - ADMIN

Your Complete Guide to Setting Up Your Software the Right Way

Duration
6 Modules
Time
30–45 Minutes
Level
Admin & Setup
🚀 Get Complete Course

😤 Poor Setup Leads to Lost Revenue

Without proper setup, your software becomes a financial drain rather than a growth tool...

🔍 "Nothing Works Together"

Your calendar, emails, and workflows don't connect properly, forcing you to manually track everything across multiple platforms.

⏰ "Setup Takes Forever"

You waste hours trying to figure out complex settings, watching random tutorials, and clicking through endless menus.

💸 "Paying But Not Using"

You're paying monthly for powerful software but only using a tiny fraction of what you're paying for due to setup frustrations.

😰 "Missed Opportunities"

Leads slip through cracks, appointments get missed, and sales opportunities disappear because your system isn't properly configured.

✨ Transform Your Business with Proper Setup

Master the setup process that makes your software run on autopilot.

🎯

Step-by-Step Setup Process

Follow our proven system to set up every part of your account correctly the first time, with no confusion or wasted effort.

💰

Maximize Your Investment

Get full value from every feature you're paying for, turning your software expense into a profit-generating machine.

⚡

Automate Your Workflow

Set up integrations and automations that save you hours each week and ensure nothing falls through the cracks.

🏢

Scale Your Business

Build a solid foundation that supports unlimited growth without requiring constant manual management.

🎓 What You'll Learn

🔧 Account Configuration

  • Set up your business profile and admin settings
  • Understand user permissions and security basics
  • Customize notifications, branding, and profiles

📇 Contacts & Conversations

  • How to add and manage contacts
  • Best practices for tags and segmentation
  • Organize conversations across channels

📊 Pipelines & Opportunities

  • Building a sales pipeline from scratch
  • Tracking deals and conversions effectively
  • Using opportunities to manage customer flow

📅 Calendars & Scheduling

  • Setting up calendars for your business
  • Syncing appointments with Google or Outlook
  • Automating reminders and confirmations

💬 A2P Compliance & Trust Center

  • Understanding A2P registration and why it matters
  • Submitting campaign details for approval
  • Troubleshooting Trust Center errors

📱 Mobile & Integration Setup

  • Using the Lead Connector app effectively
  • Connecting integrations like Stripe and Google
  • Testing your setup and confirming everything works

📚 Course Modules (6 Lessons)

Module 1: Getting Started & Account Overview
6 min

Learn how to navigate your dashboard, settings, and key admin areas.

Module 2: Business Profile & Branding Setup
8 min

Set up your profile, add your logo, business info, and update branding details.

Module 3: Contacts, Conversations & Pipelines
9 min

Organize your contacts and conversations while tracking leads through pipelines.

Module 4: A2P Registration & Trust Center
7 min

Step-by-step guidance for completing your A2P and business verification process.

Module 5: Calendar & Integration Setup
7 min

Connect your calendars, email, and integrations like Stripe or Facebook.

Module 6: Final Review & Mobile Access
5 min

Test your setup, download the mobile app, and confirm everything's running smoothly.

Complete Onboarding Account Setup

Everything you need to master the setup process for HighLevel Software

🔥 COMPLETE PACKAGE

Onboarding Account Setup for Success – Admin

Master the setup process with our complete package

Regular Price: $97
$67

One-Time • Lifetime Access

  • 🎓 Course Materials
  • Full 6-module video course (Admin Setup)
  • Reference guide + interactive workbook
  • Student quiz and certification
  • 📣 Marketing Materials
  • Quick Capture 2-step funnel
  • PDF download + 6-email sequence
  • 25 social media posts with graphics
  • 🖼️ Media Resources
  • Course mockups and infographics
  • Template assets + social promo pack
Get Complete Course - $67

💰 Complete Course Value Breakdown

If you bought these components separately, here's what you'd pay:

Full Course Package

Value: $297

Complete 6-module course with videos, reference guide, and certification

Quick Capture Funnel

Value: $197

2-step funnel template with downloadable PDF and email sequence

Social Media Bundle

Value: $197

25 ready-to-use social media posts with matching graphics

Media Resources

Value: $97

Professional mockups, infographics, and promotional templates

Total Value: $788

Your Investment: Only $67

You Save: $721 (Over 90% Off!)

🚀 Ready to Set Up Your Account for Maximum Results?

Join business owners who transformed their software from confusing to profit-generating

Get Complete Course - $67

⭐ Lifetime Access • No Monthly Fees • Start Setting Up Today ⭐

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