Client onboarding
Your lead app, start to finish
Everything you need to run your leads day to day: where they land, how the follow-up works, how to book a job in, and when to take manual control. Nineteen minutes, once.
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19 min 25 s Beyond Vision Labs
Chapters
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0:00 Welcome, and what we set up for you 0:55 What happens the moment a lead comes in 2:30 Reading your home screen 3:20 Conversations: where every lead lives 3:42 A lead who booked, and the confirmations 5:45 Working the inbox 7:05 A lead who didn't book, and the follow-up 9:25 Calling from the app 9:58 The calendar, and what the labels mean 10:31 Rescheduling and cancelling 11:45 Blocked time, and the calendar selector 13:20 Booking a lead in yourself 15:03 The contact record 15:48 Tags, automations and opportunities 16:55 Taking a lead out, notes, tasks and DND 18:55 Wrapping up
Beyond Vision Labs Client onboarding material Internal and client use only, not for redistribution