Create Account

• Click “Add Account” button
• Enter/Find client (or add manually if you can’t find them)
• Select “TEMPLATE - Home Services” snapshot from Snapshots dropdown
• Fill out client info
• Save

Configure General Settings Tab:

• Switch into new client account (Switch To An Account Dropdown at top)
• Settings > Company tab
• Add Company Logo
• Set company email
• Confirm time zone is correct

Setup Twilio Phone Number:

• Settings > Phone Number Tab > Add Number
• Create New Number
• Be sure to enter/save the “call forwarding number” (the main office number)
• Turn on call recording and call recording notification message

Configure Funnel

• Refer to On-Boarding Series Video 3 for instructions on how to configure your domain
• Set the url path for each of the pages in the $150 Off Funnel
• Update items in funnel pages

Update Custom Values (click pencil icon to edit)

• Claim Thank You Page (Survey Page) > Enter the url you set for the $150 Off Landing Page in the $150 Off Home Services Funnel
• Offer Name > Pencil Icon > Enter: $150 Off Your Next Service Appointment
• Booking Thank You Page > Pencil Icon > Enter the url you set for the Book A Service Appointment page $150 Off Home Services Funnel 
• From Email > Pencil Icon > Enter the email address that should be shown as the “from” address (usually contact@yourclient.com)
• Notifications Email For Client > Pencil Icon > Enter the email address of your client that notifications should go to
• Twilio Number In link Form > Pencil Icon > Replace the 5s in the following example with the Twilio number (tel:+15555555555)
• Logo Link for long term nurture > Pencil Icon > Enter the url for your client’s logo
• Your App URL > Pencil Icon > enter the url where clients log into your HighLevel app

Setup Mailgun

• Agency Account > Settings > Mailgun
• Copy main API key at top and paste in client field (be sure to hit return then click save button that appears)

• Select the sub-domain you setup from the dropdown in the domains column for this account

Review Pipeline Stages

• Add stages if needed 

Setup campaign A) $150 Off Claim Nurture:

• Client account > Marketing > Campaigns > select A) $150 Off Claim Nurture > Configuration dropdown > set From email address > enter Your Agency Name in from name field and review other settings
• Update Email Titles
• Review the timing of each item
• Update placeholders in voicemail script, record & upload file
• Be sure that the campaign is published (not draft mode)!

Example Voicemail Script: Hi this is [your name] from [business name] calling to thank you for claiming $150 off your next service appointment. To redeem your $150 off, we need to schedule your service call. Please give us a call back at [Twilio Number] at your convenience to book a day and time that works best for you. We look forward to seeing speaking!

Activate Trigger #1 ($150 Off Claim - Add to  A) $150 Off Claim Nurture - Create Opportunity in New Lead stage - Notify Client):

• Select your Facebook lead ad form from dropdown & Activate

Activate Trigger #2 ($150 Off Claim Nurture Reply - Move opportunity to Hot Lead stage - Notify Client):

• Review & Activate

Configure campaign B) No Show Nurture:

• Client account > Marketing > Campaigns > select B) Now Show Nurture campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save!
• Review each item in the sequence and their timing
• Activate Campaign

Edit $150 Off Service Request Calendar Settings:

• Settings > Calendars > $150 Off Service request > Pencil Icon
• Set notification Email
• Set the $150 Off Booking Page URL from funnel builder in "Thank You Redirect URL" field
• Save!

Activate Trigger #3 (Appointment Status is No Show - Add to No Show Nurture Campaign):

• Review & Activate

Activate Trigger #4 (No Show Nurture reply - Move to Hot Leads in $150 Off Pipeline - Notify Client):

• Review & Activate

Activate Trigger #5 (No booking & no reply in A) $150 Off Claim Nurture - Tag - Change status to Abandoned):

• Review & Activate

Activate campaign C) Not Yet Ready:

• Client account > Marketing > Campaigns > select C) Not Yet Ready campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save!
• Make sure it’s Active!
• Marketing > Campaigns > A) Core campaign > Config dropdown > Next Campaign dropdown > Select Not Yet Ready > Save

Activate campaign D) Booking Requested Reply

• Marketing > Campaigns > select D) Booking Requested Reply campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save
• Review & Activate

Activate Trigger #6 (New Booking Request - Move to Booking Requested pipeline stage - Notify Client)

• Review & Activate

Activate campaign E) Appointment Reminders

• Marketing > Campaigns > select E) Appointment Reminders campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save
• Turn off "Stop On Reply"
• Review all items
• Activate

Activate Trigger #7 (Appointment Status Confirmed - Add to Appointment Reminders campaign)

• Review & Activate

Activate Trigger #8 (Opportunity moved to Services Sold stage - Update Opportunity Status to Won)

• Review & Activate