In this step we will load the appropriate snapshot. For dental clients the best snapshot to load is under "Own Snapshots"

for now there is only one snapshot available. This snapshot has all of the basic settings already configured and also a "Teeth Whitening for Life" campaign setup.  If the new client is not doing a marketing campaign, you can still load this snapshot and just delete the campaigns in a later step. 

8/2020

Create New Account

Load Appropriate Snapshot

Setup the Clients Location and Information.

Prime Local Software Setup

Setup Email Domain - Agency Settings1

Setup Phone Number

Integrate with Google & Facebook

Setup Custom Values

Reputation Setup

User Setup

✔ Account Setup

Step 1.1a - Update Campaign Settings

Step 1.1a - Funnel Path Cleanup

Step 1.1 - Copy over the Funnel

Step 1.2 - Color Changes & Logo Swap

Step 1.3 - Coupons Left Script

Step 2 - Color Changes & Logo Update

Step 2 - Copy Form, Options & Integration

 Custom Values for Funnel

Step 3 - Funnel Scripts

Step 4.1 - Send Leads to Google Sheets

Step 4.2 - Send Leads to Google Analytics

Setting Up Funnel Reporting

🛢Campaign Funnel Setup

⚙ Custom Values

🚿 Pipeline Setup

Trigger Activation & Editing

$99 New Patient Triggers

Teeth Whitening for Life Triggers

 🔫 Triggers Setup

📲 Editing Campaign Sequences

Call Swapping (Website)

Creating a Number Pool (Website)

☎Call Tracking Setup

🧪 Testing Campaign & Live