Course curriculum

  • 1
    About the Company
    • Next Gen White Label
  • 2
    Calendly
    • Book meetings
  • 3
    Clicksend
    • How to use ClickSend
    • (ClickSend) Sending SMS
    • (ClickSend) Sending Voice Calls
  • 4
    Setting reminders
    • Setting voice reminders (these are calls that Brian gets - automated text to speech)
    • Setting text reminders on Calendly
  • 5
    Appointment Setting - Leads
    • White Label Script - Live Example
    • Leads Sheet - different tabs/leads
    • White Label Script
    • Organize leads we've booked
  • 6
    Confirm meetings
    • How to use OpenPhone
    • Confirm meetings - Live Example
    • Call & Text Script
  • 7
    Emails
    • Gmail - Organizing emails
    • Onboarding new white label client
    • Getting started on new project for current client
    • Email template - after client submitted form & payment
    • Scheduling your emails
    • Checking Spam Emails
    • Setting up the weekend email autoreply
    • Email Templates
  • 8
    Project Management
    • Asana - Assigning tasks
    • Assign changes on graphics
    • How to use Clickup
    • Client files - creating, organizing & sharing
  • 9
    Client Agreements - if needed
    • Agreements
    • Digisigner: Agreements for digital signatures
  • 10
    Payment processes + invoices
    • Creating an invoice with Square
    • Transfer money out from Square
    • Creating an invoice with Paypal
    • Manually creating an invoice
  • 11
    Social Media Management
    • How to post in Postfity
    • How to use Canva
  • 12
    Email and SMS marketing
    • Getting Started with Email Marketing: Benchmark Email Webinar
    • CLICKSEND
    • Klaviyo
  • 13
    Questions
    • Questions