WELCOME
PHASE 1: System Setup
PHASE 2: Launch & Daily Use
PHASE 3: Upgrades & Expansion
FEEDBACK
Activator & Support Overview
Using the Agent CRM Support Bot
Import Branning Bundle Assets
Fill In Account Customizer
Update Business Profile
Review and Modify Billing Information
Setup Phone Number
Import Contacts
Establish Integrations
Update Personal Profile
Setup Calendar
Launch Website
Activate Texting (Phone Carrier Registration)
Update Essential Automations
Review Nurturing Campaigns
Update Progress
If all steps are complete move onto to Phase 2!