Team tutorials

Every team how-to. Each has written steps (SOP), and the ones tagged Video have a walkthrough video too.

VideoSOPTechnical Onboarding CallSet up a new member's account with him, live on the call. Video and written steps. VideoSOPBooking a Call by HandBook or move a prospect's call and set their time zone. Video and written steps. VideoSOPProspect MapFind contractors to call and add them to HighLevel. Video and written steps. SOPVetting a Texas ContractorCheck license and insurance before anything else. Written steps. SOPHandle a New Homeowner LeadThe qualifying call, from claim to routed or closed. Written steps. SOPRunning the Membership PresentationThe sales call, slide by slide. Written steps. SOPSub-Account OnboardingBuild each new contractor's account. Written steps. SOPA2P Texting RegistrationGet a contractor's number cleared to send texts. Written steps. SOPConversion Tracking SetupWire a contractor's ad tracking. Written steps. SOPRefund a Subscription PaymentFull or partial refunds in the TTS dashboard. Written steps. SOPResend an Unsigned DocumentSend a membership agreement back out. Written steps. SOPEngine Pipeline Track MapHow a contractor's content moves from crawl to posted. Written steps.