smarter-crm-512-reversed

APB Onboarding Package
CRM Deliverables

APB Pro Builder CRM Packages

On Your Website

Convert Web Forms To CRM Forms (with Automations)

  • Contact Us Page - Success Page/Message
  • If pre-existing (Qualification Form (Simple - success/message setup)

Web Chat

Customisation/Integration

  • Activate automation workflow

Calendar/Meet Link

In Menu (under contact page)

Book a Consult CTA

On Homepage (Calendar Meet Page/Type)

Reviews Display Widget

On Reviews Page, and/or About Page, and/or Homepage

Lead Magnet Section

On Homepage - and in footer

  • Add to menu

In the CRM

Add Team Members

Integrate Google Business Profile and Facebook/Instagram for incoming messaging

Branded Email

  • Branded Signature (4 included)
  • Branded Broadcast Template (Simple format for best results)

Opportunities/Sales Pipeline

Set up single sales pipeline, instruct how to edit and to reproduce if more required

Email Templates (and workflows)

  • Lead Magnet delivery and ascension
  • Indoctrination
  • Goodwill Series
  • Calendar Confirmation/Reminders
  • Contact Us Success Page/Email
  • Architect
  • Event
  • Lead Reengagement
  • Meeting Email Sequence
  • Request Referrals
  • Request Reviews

Calendar Setup

  • Determine Calendar Users
  • Setup Calendar Users (2 included)

Contact List Import

Contacts in excel, individual columns ready to import - first name, last name, email, mobile, contact data*

CRM Operational Walkthrough

Call (Training)

Internal CRM Access

  • APB Blueprint
  • 7 Qualifying Questions as a form
  • 7 Discovery Questions as a form

Inbox IQ Mailbox Dashboard

Opportunities/Sales Pipeline

Set up single sales pipeline, instruct how to edit and to reproduce if more required

Dedicated CRM Mobile

Number Setup

Reviews/Reputation Management Portal

  • Integrate with Google & Facebook
  • Custom request SMS and Email message

Automations/Workflows

  • Contact Us Page
  • Social Media Inbound Nurture Workflows (FB, Insta, Google, Web Chat)
  • Calendar meet confirmations/cancellations
  • Lead Magnets Delivery Workflows
  • Indoctrination Sequence
  • Goodwill Sequence x 3
  • Custom Unsubscribe Page/Workflow/Integration into email templates

SMS/Text/Social Response Templates

  • Calendar Confirmation/Reminders
  • Social Inbound
  • Web Chat
  • Request Referrals
  • Request Reviews

Calendar Meeting Types

6 Meet Types (meet name, duration, meet format, advanced availability, notifications)

Bulk Opportunity Creation

From Spreadsheet Import (if required)

Support

(not further custom development)

  • Video Training Portal

UPGRADE OPTIONS

Calendar Meet Page (Standard CRM Widget) *Upgrade to Custom Web Page
Branded Email Broadcast Template (Newsletter Format)
Reports
Custom Lead Magnet/Landing Page

  • Landing Page Setup (requires copy, images)
  • Nurture Sequence (requires copy)

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