Tech and Learn - VIDEOS
Upcoming Topics
After Thanksgiving, 2023
More ideas about Direct Response Marketing and how the CRM can help
All video recordings
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Note: MPC = Max Pro CRM
Topic 1. The MPC Dashboard
Max Pro CRM: The Big Picture
The MPC Dashboard is simple to use but powerful. To make sure your business is running as smoothly as possible, and to Save Time, make sure to watch these videos and get comfortable with the MPC Dashboard.
Video 1. Platform Overview, 5-22-23
LINK: CLICK HERE
Video 2. Sales Pipelines: Nuts & Bolts, 6-19-23
LINK: CLICK HERE
Video 3. Your Contacts: Grab Bag of Tips, 5-10-23, 38m
LINK: CLICK HERE
Video 4. Emails - Getting a Great Delivery Rate. Part 1, 6-26-23
LINK: CLICK HERE
Topic 2. Workflows & Automations
Video 1-3. Recipe Automation, 5-17-23
LINK: CLICK HERE
Video 1. My Favorite Automations - 2-step & 5-step, 25 min, 5-12-23
LINK: CLICK HERE
Topic 3. Your Contacts
Your Contacts are your Goldmine!
Your contacts are your business! This includes people you just met (acquaintances), and prospects (people you think will be a good fit for your business, but they're not on board yet), and clients (people who are already your customers). Let's talk about how the Contacts part of the CRM works and how to maximize this area for gaining new clients, fulfilling the needs of your current clients, and nurturing relationships.
This section is being rebuilt - Zoom deleted some of these, sorry!
Video 2. The Settings Menu, 5-26-23
LINK: TBA
Video 1. Contacts Overview - the Basic Idea. 6-5-23
LINK: TBA
Video 2. Managing Contacts, 6-7-23
LINK: TBA
Video 3. The Profile Area of your Contacts, 6-9-23
LINK: TBA
Topic 3. Forms & Surveys
Forms & Surveys
Forms and surveys are perfect for collecting client information and building your database of prospects and clients. I often start by teaching FORMS since they are simpler and can do almost everything the SURVEY can do. You can also use either forms or surveys for building Survey Funnels (sometimes called Quiz Funnels) for pre-qualifying your prospects even before you speak to them. That helps you spend your time working with people who are a perfect fit for what you do can afford to hire you.
Video 1. Forms - What's New? 7-12-23, 7:51 min
LINK: TBA
Video 2. Surveys - What's the Difference?, 7-14-23, xx
LINK: TBA
Topic 4. Sales Pipelines
Pipelines are Vital
To maximize your sales process, you need a "customer journey" - a path for your customers to follow, from the moment they meet you, to your first appointment with them, to the first sale, to repeated sales, to the time they leave your business for good. Sales Pipelines will help you visualize and manage that process.
Video 1. Sales Pipelines: Review & Nuts & Bolts, 6-19-23
LINK: CLICK HERE
Video 2. Sales Pipelines, part 1 - How They Help your Sales, 6-12-23
LINK: TBA
Video 3. Sales Pipelines, part 2 - How It All Fits Together, 6-14-23
LINK: TBA
Video 4. Sales Pipelines: Ways to Add People to a Pipeline, 6-16-23
LINK: TBA
Topic 6. Funnels vs. Websites
New CRM users (and just about everybody else) are always asking, "What's the difference between a funnel and a website?" Here are some key differences.
Video 1. Landing Pages - the 4 Elements, 7-17-23
LINK: TBA
Video 2. Differences between Funnels & Websites, 6-21-23
LINK: TBA
Topic 7. Emailing - Best Practices
Almost every business on the planet sends emails! They are still the life blood of every modern business even though texting is becoming more common (for those who opt in). Unfortunately, many legitimate emails go to the recipients' SPAM folders because of simple mistakes. This until will teach you to get high deliverability of all of your important emails. Let's keep your vital emails out of people's spam folders!
Video 6-1. Emails - Getting a Great Delivery Rate. Part 1, 6-26-23
LINK: CLICK HERE
Video 6-2. Emails - Handling Unsubscribes - very important! Part 1, 6-28-23
LINK: CLICK HERE (coming soon)
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We hope you enjoy the Tech & Learn Videos!
If you have any suggestions for additional videos you would like to have created to help you learn more of the system, just let us know. And don't forget, on the Max Pro CRM platform, there are many videos there already that cover every aspect of the system created by the development and engineering team. Enjoy!