LeadShop Tutorials

V. 1.1

More updates on the way.

1. Workshop Campaigns

1.1 Signing Up & The Workshop Process Overview

1.2 How to Submit a Workshop Request

1.3 Boosting a Campaign

1.4 Using Pipelines to Confirm Attendance

1.5 Calling Leads & Organizing Notes

1.6 Reporting Workshop Results

1.7 Post Workshop: Following Up With Leads

1.8 Engaging in Conversations

1.9 Cancellation Tags

2. Account & Phone Setup

Customer Support

Setup Email, Phone, and SMS

LeadShop Phone Numbers

Set up your Personal Profile

Set up your Business Profile

Connect Calendars

Custom Values

3. Lead Management

Import Existing Contacts on LeadShop

(OLD) Download Contact List

Managing Contacts on LeadShop

Contact Details

Contacts: Activity Panel

Contact View - Compilation Tutorial

Contacts: Conversation Panel

Update Lead Status

Book an Appointment in Contacts

Contacts Dashboard: Action Icon

Contacts Dashboard: Upper Menu

Smartlists

Campaigns and Workflows

4. SMS & Email Marketing

Connect Personal Inbox

Launch an SMS Campaign

Launch an Email Campaign

(OLD?) Automatic Email and SMS Followup

Conversation Dashboard

Send Bulk Text and Email

(OLD) Setting Up Email Settings for Mass Marketing

(OLD) Setting Up Long Term Drip Campaigns for Email Marketing

5. Business Management

Setup Social Planner

Setup Facebook and Instagram Messenger

Setup Pipelines and Opportunities

Pipelines Dashboard

Setup A Booking Calendar

Launch a Funnel

Setup Live Chat Widget

6. Business Management

Connect Stripe

Create and send invoices

Send Payment Links

Launch a Course

(OLD) Send Review Requests

Send Mass Review Request

Reputation Management

Company Billing

Create & Sell Products