Welcome to the family,

You have made a great choice to join, and we’re glad to have you.

Over the next week we will be going through the steps to get you all setup.

These steps are:

  • 1. Using the platform – We walk you thought just how easy it is to use our platform and get the most out of it and provide your personal logins to use.
  • 2. Client list – To send your newsletter we will require a list of your clients. We walk you through how to export this and provide our NDA to keep them safe.
  • 3. Your super signature – A great tool that turns all your admin emails into marketing emails and it only takes 2 minutes to set up.
  • 4. Pick your videos – Our marketing calendar is setup to make it super easy to choose the next videos we use in your newsletter & on social media. With a few clicks you can lock in your choices for the next 6 months.
  • 5. Value Adds – Once we have your newsletter & social media setup we will pop out a video a week on ways you can get more out of the platform. Including texting videos, adding videos to your website, our 4 servicing videos and how to use your videos with centres of influence.

Keep an eye out for your login & our using the platform video shortly!

Anything you need just send us an email at [email protected]

Best Regards,

The Team,
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