Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

CoachBot Video Transcripts-14

Understanding Pipelines 

Alright guys, in this video we're going to cover go high level pipelines. Alright? What this is is going to be sales pipeline management, so you know where all the leads are, what stage they're in, and what action steps you need to take on these leads moving forward. Alright? It's going to cover everything from as soon as they're created to selling them or ultimately archiving them. Alright? Now what we can do, as soon as you start getting some action, you get some live leads, you're going to start seeing your pipeline fill up. Alright? If you navigate over to opportunities right here on the left, you're going to have two pipelines in here. You're going to have a manual lead nurture pipeline and a paid lead gen pipeline, okay? You want to make sure if you are using manual lead nurture, that you're on the manual lead literature pipeline, okay?

Depending on how much activity you have. If you are watching this video before ads are turned on, then you might see nothing in here, alright? However, it is going to be good for you to understand how the pipeline is set up so that once you do start getting leads in here, what's expected. Alright? So as soon as a lead is created, they're going to be placed inside of this new leads bucket. Alright? Lemme show you what that looks like. So as soon as a new lead is created, this is what it's going to show. Alright? You're going to have the first name and the last name of the lead in here and they're going to be under New Lead. Okay? What you're responsible for since it's manual lead nurture, is you're responsible for reaching out to this person immediately, right? Following the instructions in the manual lead nurture training.

So this pipeline is made to support you in the action steps that you need in the scripting. As you can see, as you scroll through here toward the right, you're going to see day one through 10 in here, alright? You are expected to nurture the leads for 10 days and this is going to make your life way easier to know where everybody's at and when you are done nurturing them, as soon as they come in, if they weren't touched at all, they're going to sit inside this new leads pipeline. Then when you double dial them, follow the instructions in the script and you start reaching out to them, you want to move them over to day one. This does not happen automatically. This is purposely manual. So this is your checklist of like, I did it. If you aren't touching any of these leads, they're going to sit in here and they're going to pile up.

Alright? So it is absolutely crucial that as soon as you take action on a new lead, you move them over to day one. Tomorrow when you come back and you need to work this lead again, you do your thing double dial, follow the script, leave a voicemail, and then move them to day two. Okay? And this is just your reminders to every day moving leads from day one to day two to day three to day four as you complete the script. Okay? That way as you manually nurture them all the way through to day 10, this is where we'll archive them, okay? Once they get to day 10, if there's no hope in sight that they're going to come in and they've been ghosting you the whole time, then it can actually stay right here. If you leave the opportunity in day 10, after one day, this lead will automatically move over to inactive.

So all you're responsible for is moving them from day one to 10 and then from that point on, after day 10, if they're there for a day, they will move to inactive next appointments. So as soon as an appointment is created, if a lead opts in and schedules, or if you schedule at any point in this process, they will automatically move as soon as that appointment is created into appointments. Alright? So at any given time you'll have a list of all of your active appointments, all of your upcoming appointments inside of this stage here. It will also say the time and the day of the appointment right here in the subheader. As soon as 24 hours before the appointment passes, it will automatically move into needs confirmation. That is your extra reminder to get a confirmation. For example, if I'm a lead and I opt in and then I self schedule for 48 hours from now in 24 hours I'll be placed in here, you'll get an internal notification that this lead is due for a confirmation and then you're going to be responsible for reaching out to them again, just like day one through 10.

As soon as you attempt the confirmation, you will manually move them over to confirmation, attempted again being your checklist that I completed it. They're all going to sit here automatically once they're 24 hours within their appointment. And then you need to get them out of this stage and into confirmation attempted once you try to reach out to that lead. Alright? From that point on, if they happen to cancel, you can move them over to canceled.

If they canceled before their appointment, then you can move them over to canceled. So can follow up with the leads that have canceled. As soon as their appointment time is in the present, go high level will automatically move the lead from wherever it is into unmarked appointments. That tells you that the appointment happened. The appointment time is now in the past and what you're responsible for is simply telling go high level what happened. Okay? So at any given time you should have nobody in your unmarked appointment stage. If you do, that means that you have not updated the opportunity yet and you need to slide them into what is the outcome. So for example, if the lead just didn't show up and nobody showed up, then I would just move them into no-show. If they showed and sold, I can move them into that stage if they showed

And I can move 'em into that stage. And if they were disqualified for whatever reason, you can move them into disqualified. Now be very careful with disqualified. That will also completely block them from all future conversations from that point forward. Alright, so this stage is not pending sale or not right now, or maybe in the future. This is, I don't ever want to talk to this person again. Okay? So if at any point they tell you, don't ever contact me again, take me off your list, or there are somebody has no chance to be sold in the future, then you can move them into disqualified DND. But that is a permanent thing.

If it's simply not right now or reach out to me in three months, then you can move them into inactive and they will stay in your go high level. You'll be able to communicate with them, but it's simply an inactive lead until you choose to reactivate them again. So again, to back up here, if they're in unmarked appointments and they no-show, you can move them into no-show. If they show in sold or show in lost, you can move them into those stages or you can also move them into a different status. So what I mean by that is that especially on the mobile version, it might be hard for you to scroll all the way over to the right where you need to find them. So something that's really easy about go high level is that you have these statuses down here. You have red for lost, blue for abandoned and green for one.

And these stages, these statuses are available at any point in the pipeline. Okay? So with your phone being a pretty narrow view, it's pretty helpful. So you don't have to drag them all the way over from one side to the other. You could just take them and then these three sections will pop up and you can move them that if they showed but they're lost, move them into lost. If they're abandoned, you just want to cut all communication with them right now. But they are a potential future lead. Then put abandoned, and then if you won them and you sold them, put them in green.

So you can do either or you can move them into show sold or you can move them into one. They both do the same thing. Alright? And then again, disqualified as you don't ever want to speak to them again. And then inactive is, I'm just going to put them in an inactive bucket. So inactive and abandoned are the same thing. Okay? So hopefully that was helpful. This is going to make your life much easier to be able to manage your pipeline. Know where everybody's at, know at what point are they inactive, what point they schedule, and then ultimately working. Have a full list of leads you can continue to work if they canceled or if they no showed, or if they showed and lost. You can always go back to this pipeline and you can reengage with leads that had interaction with you in the past.

 

Understanding Conversations

Alright guys, in this video we're going to cover go high level and specifically conversations. Alright. Now in go high level, you should be checking your conversations tab three times a day. Just like what's gym launch best practice that 9 1 6 rule or something similar. You want to make sure that you're clearing out your inbox. So not only if you're in manual lead nurture checking your Google number, but you're also checking this because we are sending automatic emails. Alright? And then when you move over to semi-automatic, you guys will be much more involved in the conversations tab, but you guys do want to be able to habit right now of checking that if anybody does reply to any emails. Okay? So as an example here, if I go into conversations with this being a test account, there's not going to be any conversations. So let me start one for you guys.

If there are automations, whether it's email or text messages, you guys will see in here, if you guys haven't gotten to it yet, it would be an unread and there would be a list of text messages. Or if you guys have gotten to it and you've already read it and you've archived it might be in recent or all. Okay? Now to show you guys an example, what I'm going to do is I'm going to send out a manual message. So this is also an option if you open up a contact. I have one test account in here and I'm going to open that up. So this is what it looks like. It has test lead, test lead as the first and last name. It says new because I didn't open it yet. And now if I go ahead and open this. Alright, so I did have to adjust the account that we were looking at to make sure that you guys have real examples.

But here's an example in this account, this is what it'll look like if you have some unread messages, it'll look like this with the number of messages that we've been receiving. And that's in the unread tab. So if you come over here, you can see on the left we have the contact information, phone number, email, things like that, tags, what campaigns they're in and so on. But you want to pay attention to this middle part. This will have the conversation history in a conversation thread. If there's emails, text messages that are incoming or outgoing, you will see them here. If it's on the left, it came from the lead. If it's on the right, then it came from the user in the account. So this is what an email looks like. So you can click this and open it up and you have the whole email here.

If it's a text message with a picture, it'll look like this. And then they replied, see to this confirmation text. So if you want to reply through email manually, you can hit email and then you have all the standard from to subject line message and so on. You have attachments and everything you would need right there. And then same thing with SMS. You could do SMS manual text as long as you have an approved phone number and you, again, same thing, emojis, attachments, anything you would need is all here. Okay? So simply send, you also have this little clock icon that if you want to send a message later, you can schedule it

To be sent. Okay? Also, once you look at a conversation and you handle it appropriately, then you can mark it as red here and then that will remove it from the unread inbox and move it over to your all automatically. Okay? So that 9 1 6 rule, you want to make sure when you clear out your inbox, you are going through and you're making sure there are no unread messages and everybody who had an incoming text or incoming email are responded to at least three times a day. Okay? So clearing out your inbox quite literally means going in here and removing all of these and marking 'em as red. So there is nothing left in your unread inbox.

 

Setting Up Semi-Auto Lead Nurture

What's going on guys? In this video we're going to cover semi-automatic lead nurture, and how to set up your account. Okay? Now, as a preface here, you should only be watching this section of the video if you have an approved and verified phone number inside of Go High level. Alright? That means that somebody from the Gym Launch team has reached out to you, whether it's your coach or somebody from support saying, Hey, your phone number in Go high level has been approved and you can now send and receive text messages. Alright? So that means you can move from manual lead nurture to semi-automatic lead nurture. Alright? So you can start leaning into some of the automations in Go high level to start taking some of the lead nurture workload off your plate. So your life's going to get a little bit easier and you're going to start being able to use go high level a little bit more in depth.

So as a reminder, watching this video, you should be at a desktop with the go high level site loaded in and logged in, and you should be ready to actually take action and follow along live in this video. I'm going to fully expect that, as I say, to do things, you're pausing the video, you're doing the thing, and then you're coming back and continuing the video. Alright? So hopefully by the end of each section, the end of each video, you do not need to go back and rewatch and all the action steps have been completed. Okay? Step one, you want to prepare your automatic text messages all. So if you remember back from the manual lead nurture section, there were some emails that you needed to adjust, make sure that they were on brand before you sent them out. So we're going to do the same thing through text message.

So what you want to do is you want to go over on the left hand side here to marketing and then up at the top where it says templates, and then snippets, click on that and then we're going to have a bunch of text messages to update and edit here. Alright, the first three we've gone through in the manual Lead nurture, they were all emails, and if you remember, we added images to each of these. Well, there were either Google Images or Ethical Bribe or parking Lot picture. So what we can do here is we could scroll down to right under Manual Lead Nurture, you have this first SMS. Alright, so this is where you're going to want to start. Number four SMS fitness goal. So you can see in parentheses here, right under name it has Add Coaches Selfie, alright? So that's all you need to do.

So there's going to be a couple more pictures that we're going to have to get here. Hopefully you can reuse some of the pictures that you've used for the Manually Nurture emails, but we're going to go one by one through here and make sure that we're all on the same page. So number four, add Coaches, selfie. Go ahead and open this up. And then here is where you're going to want to add a nice welcoming, high energy picture of the coach that you're referencing in the text messages. If you remember back to the custom values training in the coach's custom value, you would've put a name in there of the person that is doing the appointments. That's the person that you want the picture that you want to use, okay? So you want it to match. So go ahead and get a selfie picture and

Save it to your computer. Once it's saved to your computer as a file. Then you can go ahead and hit this attached file right here, find that image and then add it to the SMS. Now, this obviously is not a selfie, this is just an example, but that's what you're going to want to do. If you're happy with that, you can definitely down here, hit mobile phone number and you could put in your personal cell phone number and then send yourself a text. That's a test so that you actually can receive that and act as the lead and make sure that comes through as you want it to. Alright, if you're happy with that, I'm going to go ahead and delete this. If you're happy with that, then go ahead and just save that. And then you will see the image preview here, just like the rest of the emails.

Alright, next one, initial appointment confirmation. This is added Google Maps image, so if you still have that old image that you put in that first email here, you can go ahead and reuse that. If not, you could just go ahead and load in Google Maps. Again, search your business name, pull up your business profile with the map, zoom out, make sure it's all pretty. Take a screenshot of that with Control four screenshot, save it as your computer, and then go ahead and add that. It's actually two places you want to add that in. You want to add that right here in number five. So add Google Maps image to the initial appointment confirmation. So the first, as soon as they sent the appointment, they will be sent that. And then also right here on number seven, final appointment reminder, you want to add it there as well.

So same picture could be added in both places, and then you could feel free to open up these text messages and look at the wording of it and make sure it's all good. We have some code in here that's going to Auto-populate for you, so just make sure you're all happy with that and you can save it. Again, send yourself a text, that's a test and make sure you're happy with how that comes through. Next one, ethical bribe. So again, same thing. You could reuse the ethical bribe picture that you have as the email in manual lead nurture. Also, if you changed the body of that email, you could just copy and paste it into the text message, right? So if my email's a little bit different, I can copy that and then navigate over to the SMS ethical bribe, open that up and then paste it in there, right?

But again, you just want to make sure it's formatted correctly and that it comes through exactly as you want it to, right? For example here, if you copy and paste it might get a little bit weird. For example, it doesn't have a space here, so I won't add a space there, add a space there, possibly enter just so things are broken up a little bit. So just make sure it's good. It's always good again to send yourself a test and make sure you're good with that. That comes through. Next one, parking lot image. Again, it's a repeat image. So if you can use the ones that you've used already in the email, go ahead and do that same

Thing and paste the body into the text message here so that everything looks good and then that is it. So recap to this section. Make sure all of these that say SMS have the image attached to them that you want, and you've tested all of these to receive them, they come across well. The formatting is good so that when we start sending these, we're not sending them yet, we're just preparing. But as soon as we start sending these, you'll feel good about what's being sent and everything's going to be on brand. So that covers the SMS templates. Now the next thing we need to do is look at notifications. So if you navigate to automations and then you go to the folder, internal notifications, you're going to see that you should have three manual lead nurture notifications on, and then the rest of them should be off.

And that's because these three are in-app and email notifications that you were able to send without a phone number. But now that you have a phone number, you can start getting notifications through text, which gym owners usually prefer. Now, disclaimer, if you like the in-app notifications and the emails and you don't want to add phone numbers, that's totally fine. You could skip this step, but what most prefer is either leaving all of them on so that we make sure that nothing gets missed or you replace the in-app and email notifications with text if you find that that's more convenient. Alright, now these do exactly the same thing. They're formatted exactly the same way. All you would need to do is, for example, for new leads, if you want to not get in-app and email notifications, you can just simply click on the three dots here and draft this folder and then you'll see it's drafted and then this new lead notification, you can publish this workflow and then that will turn on the text messages, alright?

That you could do right now in real time on this video as long as you're ready for it. Okay? Same thing with new appointment notifications. If you don't want in-app and email, then you can turn that off, turn this one on, and then so on and so on. Alright? Now the one thing that's different is this canceled appointment notification. This is new and this is only possible with text message. What this does is if somebody replies, so you get an incoming text message from somebody who has an appointment scheduled in the future and they mention the word cancel, reschedule, or an appointment, a status is updated to canceled. It will send a text message to the staff saying, Hey, this lead's upcoming appointment has been canceled. Which is a really, really nice realtime way to get updates on upcoming appointments because a lot of the time we have an appointment right around the corner, somebody messages an hour before their appointment, Hey, I'm sorry, I can't make it, can I reschedule? You'll get notified immediately and then your team can prepare to not have that appointment. Okay? So I would definitely recommend if you're

Leaving the old manual lead nurtures on and you're not leaning into text messages, that's fine, but I would recommend turning on this one at a bare minimum, the canceled appointment notifications. Okay? Now, in this main, if you are using SMS to make sure that you understand the users that are going to get the notifications, you go into settings and you go into custom values. There's two custom values that determine who's getting these notifications, these text message notifications. One is the coach contact number, which is the person doing the appointment, and then two is the gym order contact number. Both of these custom fields, whatever you have as the phone number in here are the ones getting the notifications. So if you have the same number in both, that means that you're going to be getting 'em twice. If you only have 'em in one, only that person's going to get 'em. If you have two different numbers, one is the coach's, number one is the Jim Elder's number, and there are two different people, then both of you guys will be getting text messages, okay? So make sure you understand that if you have to get duplicates, it's because the number's in twice. So just remove one. You don't have to put your number in. Just whoever wants to get those text message notifications. Put in the numbers here and here.

Now next voicemails. So the last thing we need to do is we need to set up automatic voicemail drops. Alright? So what that means is that in the next video we're going to cover your new pipeline, which has a couple more features, a little bit more robust, but one thing that's included in that pipeline is an automatic voicemail drop. This is a fantastic feature in go high level, and what it does is if you update an opportunity in the pipeline into a certain stage that says voicemail, either voicemail one or voicemail two, you can automatically drop a prerecorded voicemail into the voicemail box of a lead without actually saying anything, right? So lemme show you what I mean. If you go into pipeline workflows and you scroll down to, no, I'm sorry, new lead workflows. Alright, number one, new lead workflows. You're going to see two stages right here. Number four, number five, which is voicemail, stage one and two. Alright, if you open up this voicemail stage one, you're going to have this workflow here, which I know we haven't gotten into too, in depth of what workflows are and how to set them up. But what you need to know right now is that if you click on voicemail, it's going to say, Hey, drop your file here. So what this does is that as soon as a lead is moved to pipeline stage voicemail, one within 10 seconds, it will send whatever this file is

And drop them directly into the voicemail inbox of the lead. Alright? So what you want to do is the last action step in this video is that you go and you record using an MP three recorder, a voicemail, keep it generic. Below this video, there's actually a button to download a script for what it should sound like. You want to keep it super generic, not mention the lead's name, not mention the specific time and day of the appointment. You want to keep it very generic so that you can easily drag it and use that same prerecorded voicemail over and over again. Alright, so you want to go ahead and follow the instructions on the document below this video to record that. And then once you have it recorded and you have the file, then simply come back to this section, click on this button and then find the file on your computer and then drop it in there and then save that action.

Alright? Then just so you know, what's going to happen is two minutes after that voicemail drops, it's going to send this text message, Hey, just tried to call you. When's better to connect today or tomorrow? Okay, so all done for you. This is the beauty of semi-automatic lead nurture. A lot of these things will be done automatically for you and make your life way easier. So as you're last to do, again, you're going to want to record two different voicemails in the script. It's going to have two different options so that you can go through and input the file here for voicemail stage one, and then do the same thing for voicemail. Stage two right below this one. So it's set up the same way, it's just slightly different variation so that when the lead's getting voicemails dropped every day, they're getting slightly different one.

It's not the same one every day. So this is another voicemail. So you want to upload a different file with the secondary script in here and then again, two minutes later it will send a slightly different text message. Hey, just called you is morning or evening usually better to connect. Alright? So make sure that you go through, record those, save those as files, edit any kind of the text messages that you want to make sure everything's good. And then in a later video we're going to cover the exact steps to launch and activate all of these semi-automatic nurturing sequences so that at the end of that launch video, your semi-automatic lead nurture is live and you are going to be starting to send those messages, okay?

 

Understanding Your New Semi-Auto Pipeline

Alright guys, in this video we're going to go over go high level and your new pipeline. Now that you're approved with your go high level phone number, you can actually transition over to a different pipeline. Alright, one that has a little bit more features. Alright, so in the next video we are going to cover the actual action steps that you need to launch your semi-private lead nurture. But this is going to be the last prep video. I just want you guys to understand the functions and how your new pipeline is set up. So this is the pipeline that you guys should all be familiar with at this point. If you went through manual lead nurture, you have new leads, you have day one through 10, and then you have the appointments and the appointment outcomes. Now, similarly to that, you have a pipeline called paid lead gen.

This is going to be your main long-term pipeline for all sales appointments. So if we move over to that, it's going to look very similar how there's some key differences. So at the end of the next video, when you go live, you're going to start seeing some activity inside of this new pipeline. But until then, this is how it's set up. So you have new leads. So all new leads are placed here that have not self scheduled, right? If they just opt in and they choose not to self schedule, they'll be thrown in here. The automations of reaching out to leads when they opt in and every so often up until they schedule will be done automatically. If they're in this stage, hot leads a lead will be moved over to hot leads. If they ever reply to any of the automations. For example, if somebody opts in, they choose not to self schedule, they get an automatic text immediately saying, Hey, reply y, this is the best number to reach you.

Welcome to a B, C Fitness. And then safe. They don't reply to that. But then three days later they get another automatic text of, Hey, it's coach X from a, B, c Fitness, what's your top fitness goal? If I reply to that three days later and I didn't self schedule, boom, I get moved into hot leads. Think of these as your replied, right? As your hottest leads that you should prioritize these over anything else, right? That will happen automatically. So any lead in this stage you should be responding to immediately. Right? Next you have your voicemail stages. So these are your prerecorded voicemails that as soon as you take a lead and you drag them into voicemail one 10 seconds later, it'll drop that prerecorded voicemail into their voicemail box and then two minutes later send them an automatic text. Okay? After that, if it's day two, day three, day four, whatever you feel that you need to can drag them into voicemail two.

And then that will again send them a different prerecorded voicemail and then two minutes later, a different text message and then you can just bounce these leads back and forth between voicemail one and voicemail two until you feel like they're inactive. Alright? And you could follow the semi-automatic lead nurture best practices and that whole training portal to kind of put that flow together. Next, as soon as an appointment is scheduled, they'll be placed inside of this stage. So now to point out, a big difference here is that you have the voicemail feature that you guys are not used to, and then you also don't have day one through 10 because those leads are getting nurtured automatically through SMS and email. Okay? So you still should be calling and that's where these two stages come in. But you don't need to take them through stage one through 10 again, right after the appointment scheduled.

They'll automatically move over to needs confirmation within 24 hours before their appointment, right? So same thing here. If this is your go-to, if you have anybody in this stage, that means their appointments within 24 hours and you should be calling them and texting them to confirm they're good to go for their appointment, right? As soon as you attempt the confirmation, as soon as you call them, you can drag them from needs confirmation to a confirmation attempted as checking off the box that I did it. Then you can move them over to canceled. If they canceled their appointment, for the most part, it should happen automatically. The automations do a pretty good job of catching keywords like canceled or rescheduled. But if not, and an appointment is still here, you could definitely move them over to canceled and it'll enroll them in cancellation workflows. Alright? As soon as the appointment is at present time, it'll move the opportunity automatically into unmarked appointments and that is your trigger to update the system with what the outcome of that appointment was.

So there should be nobody sitting in unmarked appointments. You should be taking them in as real time as possible and moving them over to either no-show show sold or showed lost. And now again, a reminder here is if you're on mobile, you can take the opportunity and move them down at the bottom of the screen to either one lost or abandoned as a shortcut. So if you sold them, move 'em over to the green one, which lemme show you guys. Alright, so here you go. I added an opportunity. So if I take this and I start dragging it, boom, you have lost, abandoned and won at the bottom of the screen here, right? So shortcut, if I want to just deactivate the lead and just not right now, now's not a good time. They didn't show up for their appointment, they just don't want me to hassle them right now. Boom, abandoned, right? I can contact them at a later date. Lost is they showed up and we lost the sale for right now. And then one is they showed up and I sold them and I collected money. And then you also have the same opportunities there. Again, to recap, disqualified in DND means that you will no longer, you will never in the future contact this person again, okay? If they showed up for their appointment and you drag 'em over disqualified, it'll mark that appointment as invalid. It'll basically delete the appointment from ever happening. Or if at any point in the nurture process they reply, stop

Or take me off your list, or they're straight up rude and you just choosing not to work with them ever, it's like a blacklist. Then you take them and drag them over to this stage. But again, this is irreversible and this is only for the most specific circumstances. Everybody else who's simply not interested right now, but respectful and you feel like you can reach out to 'em at a later date, move them into inactive or the abandoned stage right here. Okay? So all of these different stages have automations built in. I'm not going to go into detail about how the automations are set up and the specific frequency and things like that in this video, but just know that since you're in semi-automatic lead nurture, they are getting appointment reminders. When they're in appointments, they are getting nurtured, I think seven days or 10 days if they're in new leads. If they're in canceled, they'll get a seven day canceled workflow. If they're a no show, they'll get a seven day nurture workflow. So at any point in this stage from lead is generated until they show up, there will be at least seven days of text messages going out to them automatically. Okay? So as long as you supplement that with your phone calls and follow the scripts and the best practices in the training portal, you guys will be seeing results in no time.

 

Steps to LAUNCH Semi-Auto Nurture

What's going on guys, in this video we're going to cover go high level, and finally the steps on going live for your semi-automatic lead nurture. Alright, I know you guys have been through a long road to get here. You guys should have been through manual lead nurture dealing with being in the trenches of working all those leads manually. Should have now approved your go high level phone number. Should have gone through all the steps to prepare your go high level account for semi-automatic lead nurture. And now you're ready at the end of this video to actually go live. Okay, so disclaimer here, do not continue if you have not completed all the videos prior to this to get your account set up and ready to go. Alright, by the end of this video, if you complete all the steps, go high level will automatically be sending text messages to all of your incoming leads.

Okay? Now the steps are actually pretty simple, so I'm going to walk you through it. If you go into automations here, there's going to be a few folders that we're going to turn off all the manual lead, nurture workflows and turn on all of the standard workflows. Alright? So number one, you have new lead workflows here. This one's super simple. You can actually keep this first one on and then turn on these other four. Alright? So all the steps are simply hit three dots, hit publish workflow, and then confirm. And then you'll see status is green, it says published. That means it's active. And as soon as a trigger happens on this workflow, the action items that are associated with that trigger will also take place like sending text messages, conversational follow-up. We're going to turn that one on. Voicemail stage one, voicemail stage two.

These are the ones that will drop that prerecorded voicemail into the voicemail box of a lead. I can't publish these for you guys just because there is no MP four file on the workflow. So if you guys do get that and you go to try to publish it and you get this error saying error publishing, that means that you forgot to save the MP four. So just quick side note here. If you open up the workflow, just click on the step here that says voicemail, and then you'll see that this drag your file is empty. You want to go ahead and record that MP four, save it to your computer and then upload that file and then hit save. You want to hit save here and then you want to hit save up here. Alright? Once you do that, you should be able to publish it. Once you're done with voicemail one and voicemail two, that fully completes your first folder, then you can go back to home and you can move on to the second folder. Second folder is a little bit more complicated, so stay with me. You should have four automations that are all published, all have manual lead nurture in the title, okay? Now, you can't simply draft these workflows because what's going to happen is if you have leads that are pending in here, maybe they opted in yesterday, their appointments tomorrow and they're still

Being worked a little bit, they're still having some automations. They might not be getting texts, but they're still getting emails, they're still being moved around in the pipeline. We don't want to deactivate these workflows because they're still doing things in the meantime, but we don't want any new leads to go in them. So all we're going to do is open up each one and then we're going to delete the trigger, which means you're just going to click on this and hit delete. You hit delete. It's going to ask you do you really want to delete yes and then save it. Okay? I'm not going to save it here just because I don't want to mess with this, but you guys hit save. So that trigger is no longer there. That means that they're going to continue to have the automations, but no new activity will be in there. Okay? Same thing here. Go through the second one, click on the trigger, delete the trigger. Yes, really delete and then save it. Okay?

Do the same thing on workflow three and workflow four. So all of these will still say published, but they won't have any triggers. Once that's done, the next thing you want to do is activate and publish all of these workflows. Alright? Except this last one and I'll explain why. So you're going to go in here, hit the three dots, hit publish workflow. It's going to ask, are you sure? Yes. And then boom, published. So that's for new appointment background workflow. Do the same thing here. Same thing. Same thing on these four. Now the reason why I don't want you to activate the last one, the simple appointment reminders is because this is an extra, this, if you activate this too, they'll be getting way too many appointment reminders. Alright? In a future video, I will cover more of the advanced trainings in go high level and how to customize the appointment reminder sequences in a little bit of a deeper way.

And that's what this is for. Alright? This is kind of like a backup plan that once you get to that stage, if you want to shut off the standard gym launch appointment reminders and do your own thing, this is the foundation of that. Okay? So to be clear, as a recap in this folder, all of these manual lead nurture workflows, the triggers have been deleted. All of these workflows that don't have manual lead nurture. So 5, 6, 7, and eight are all published and then simple reminders is still turned off. Okay, once that's done, move on to the next folder. Next folder, you're going to do exactly the same thing. Okay? The four that are published that say manual lead nurture, you're going to go in and you're going to remove the trigger. So again, clicking on that first one, you want to click on this trigger and then hit delete, yes, delete, and then save, rinse and repeat those steps through all of the manual lead nurture workflows so that no new activity will go in there from this point forward.

And then all of the new workflows, this is all the fun stuff. So you have new leads and the automation's there, the pipeline stages, background workflow for canceled. If an opportunity stays at a stage for too long, it'll move it automatically. If an appointment cancels, it got seven days reminders in there, no show, seven day reminders there. So you're just going to go through all of these. And again, same process. Hit the three dots, hit, publish, confirm and turn all of these on. Now don't forget, there is this page two here. So you're not done when you hit 10. You want to keep going to page two and turn on this 11 as well. That moves leads to hot leads when they reply. And this stop d and d workflow, this is always on. Don't let that throw you off. That'll just stay on.

So again, as a recap, all the manual lead nurture workflows, the triggers are deleted and they're saved. All the new workflows, a hundred percent of them are all published, and then you're good to go on that workflow. Then the last one is the internal notifications. These most likely will have been turned on already from a previous video, but if not, you guys can definitely, this is internal, so it's not as big of a deal, but it is good for you guys to know. Manual lead nurture, again, are internal notifications. When a new lead comes in, when a new appointment is scheduled or when a confirmation is due, manual lead nurture is in-app notifications and emails to staff. Alright? Anything that's standard. So anything that doesn't say manual lead nurture. So four through seven are all only text message. Text message to the coach and text message to the gym owner.

So if you want all of 'em to be turned on, if you guys want to get slammed with in-app notifications, emails, and texts, turn all of 'em on. If you guys only want to get one or the other, then just turn off the associate ones, turn on the other ones. Okay? After that is all set and you go through these four folders, you guys are officially live. Okay? So that means all new leads that come in from this point forward, we'll not be going, will not be going into the manual lead nurture pipeline. They'll be going into the standard paid lead gen pipeline and they'll be getting all of the incoming and outgoing text messages, voicemail drops, emails from these workflows that are turned off.

 

Overview

Automated Fulfillment. What is Automated Fulfillment? These are templated programs that we've created for you in Trainer Eyes to assist you on the messaging side and help guide the people that you have signed up for the challenge through to ensure they have an amazing transformation. Is it easy to use? Great question. Yes. Simply once you've created a client, you subscribe them to the program, we will have the automated messages sent out and all you'll have to do is respond back to them when they come in. So we'll send a message out, Hey, did you log your food today? Or what did you have to eat? Or did you drink enough water? They send a message back, I'm struggling to drink water. You can then respond back, Hey, here's some tips on how to get more water in throughout your day. Can I customize the program to fit my needs?

Absolutely. The entire program can be altered as you desire from the messages to the workouts to the compliance. You want to make it feel and look like yours. You have the absolute ability to do so. Trainer Eyes is an amazing program that can you really see the value of how to drive this forward with individuals. It connects to all the major smartphones and the watches and allows them to get quick communication with you to do the things that you need to do throughout the day, and it's going to help pull a lot of that time and energy away from you having to create it from scratch or rebuild. Just take what we have and utilize it. Will it look like my brand? Absolutely. This can be customized to look just like it is your own app. It will show up in the App store as a workout app with your logo or in the Google Store.

It'll show up with your name on it, and once they open the app, it will look just like it's coming straight from you with your logo and all the things that you want to put in there. Many people ask us, can I use it for more than challengers? Of course, that is the best part of this. Some individuals that are doing high ticket, they'll have their workouts set out for them in there. There's a lot of different ways to utilize this for more than just your challenges. You can bring your entire list of clients in there and consolidate all your tracking and all your communication into one area. What are the primary functions of Trainer Eyes? Number one, automated messages. The ability to schedule messages that are going out to many individuals. That saves you from having to individually go and message each person. I have 50 people on the challenge.

I got to make 50 messages today, plus I got to work the leads, make the sales, write the workout, go coach the class. So many things to do, allow us to take that off your plate and help you out. Workout tracking, nutrition tracking, progress tracking, right? A great house to see where the individual's progress started, where it's at, the before and after. Pictures all come into one specific area, very easy for you to do. And then another great aspect is cultivating community. The ability to create groups and then feed information into those groups and create an amazing community of individuals that are all committed to changing their life with you. It's a perfect reason for having it. Is it free? No, but we have it at a very significant discount. If you look at Trainer Ride today, the last time I looked, it was like $350 for unlimited clients.

We are way under half that, which is amazing and pretty much at cost. So we are providing to you at cost so that you can get the most benefit for this first person that signs up is going to pay for it, which is beautiful. The life is good, so it is not free, but it is at the cheapest discount that we could get it for you. For unlimited users, it's beautiful, simple, friendly, powerful app. You can see what it looks like from the desktop side or the app side when you're utilizing it on the phone, which is beautiful to have the ability to look at 'em from both sides. For some people it's a little easier one way or the other. You want full versatility. It exists in this product. Why should you use Trainer Eyes again? The biggest reason would be to free up your time.

If we can assist you on the messaging side, you can be free to work on the acquisition, which for most of you individuals is the area you should be spending your energy consolidation of questions. It keeps everything in one place. You're also not paying per text message. It's all in app. You send a thousand text messages, 10,000 text messages. They all are the same price just within the app. The ability to use groups, as we were speaking about before, you can create hype for all of your challengers at one time instead of having to message them all individually. You can even send out individual messages to everybody in one shot with utilizing the messaging app. So a lot that can help you save time and really make this thing amazing. It's going to give you the ability to track your compliance and your progress very easily in one spot.

When I'm looking at the individual, I want to see everything that's going on and it makes it simple to do. So it's a huge major value add to your challenge. If you're looking at the challenge and now you have it housed in one app with your logo on it and you haven't increased your price, go and increase your price now. Pat yourself on the back for doing something amazing and it truly professionalizes your product. So if you'll look at this ability to see this as your program, now you've professionalized your product to showcase why This is the type of program that deserves the price point that you've

Put on it because it's housed in your app, your workout app. You have the ability to see everybody and have great communication with them and keep them engaged and keep them moving towards the goals that they have set so much easier than any other way. I highly recommend you utilize this for your automated fulfillment, especially if you don't have a lot of time. Get your time back by outsourcing the automated fulfillment and utilize the ability to have the messages automatically sent out to that person through the app and then all you'll have to do is respond to those messages afterwards.

 

Sign Up Trial

This is what we are going to do in getting started with Train Rise. You're going to sign up for the trial first, so best gym ever. Obviously your name will be placed in there. Fantastic email address. Best

Trainer@bestgym.com.

Password. It's not going to matter in this scenario because it's all fictitious.

We create the account. Life is good. From there, you're going to have your trial account. Then you'll use our link below, which is how you are going to get yourself into our programs, our products, all of our component that's pushed into here, and infuse it in with merging with your trial account. So first sign up for the trial, then you'll click our link to get trainer eyes through us at a significant discount for unlimited users, all the bells and whistles behind it, plus all of our programs that are infused into there to help make your journey that much easier. And then you'll see a link that comes from our team on a fill out form so you can fill out the data in there and then everything will be pushed over accordingly.

 

Discounted Trainerize

You have your train Arise trial. Now we want to ensure that you get it at a significant discount. So you're going to go to this website. We should have a button for you to click. You're going to type in your email address. I'm going to use very simply either@joes.com and your credit card number. You want to click that you are agreeing to the terms. You're going to be able to get automated fulfillment for $100 a month. That is unlimited users. That is a very substantial discount, and you're going to click that you agree to the terms and complete your purchase after, which you'll find in your email address a automated fulfillment account setup. So you're going to put your yes here. You're going to place your name and email address. Use the same email address that you used on your trainer as account setup. Fill out the rest of the information and you are good to go. After which have a conversation with your coach about getting all the pieces in place to ensure that it is personalized in the App Store as your app so they can give you all the information that you need to send into trainer eyes so that they can infuse the personal aspects in your brand into the app.

 

Setting Up the App

Looking at. The next aspect would be personalizing your account. You'll click on the top button right here, click my account. Here's where you're going to add an image. We recommend adding the image, like your logo as opposed to your face. Same thing as you're moving and dragging, dropping the image of what you want this to look like from the business side. Anything that you need to update in here, phone number, different aspects. From here, if you have certifications, we would recommend putting your certifications in. These are things that can help you look better from this standpoint if this becomes that outward facing aspect to make use of. From here, we move into units. If you're utilizing pounds or if you're kilograms, same thing. Miles, kilometers, inches or centimeters, so wherever you sit in that specific area, you'll notice here the two that we like to switch further from is from going app and email to just in app. Perfect. That light is great. From there, different things that we can make use of in these ideas. If you need to change your password, you can have it set up here as well. If we're going to set up payment, we're going to be good to go. Reminder, once you upgrade, you'll be upgrading through our system. That way you're getting it for a substantial discount and everything's in a good place from there.

 

Understanding Roles

Onto understanding permissions. As you'll notice here, we're in the permissions section. How I got there was by clicking settings and then coming down here to permissions, you have your basic and your coaching permissions. Whether you want people to have one way or two way access, how these things work. One way would be you can communicate with them, but they can't communicate with you. Two way would mean they can go back and forth. The different ways that you can utilize this, if you don't want to use meals with photos, you could be using MyFitnessPal different ways that you're going to utilize this. If you want strict or loose mode, depending on how they're going to be able to utilize their compliance, we recommend staying on strict. The bigger one is looking at your team permission to end roles, understanding what an owner can do. They have full access.

Admins will have the ability to do all the same things. Also, editing master habits, editing the exercises, editing master foods, exporting the client list. So you might not want your trainer to have that access. So you would be removing that from here. If you did want your trainer to access that, you could have that. Right? So you set these up, you can see which each one by default has here. Maybe you don't want your trainers to be editing the personal workouts, or maybe a shared trainer can, but a regular trainer cannot, or vice versa. You'll notice that you can handle both the shared ones and the personals. They can only handle their personal ones. So things to be mindful of in these scenarios. Maybe I want my session manager to be able to add session credit on, but nobody else. You have that ability to go through within these components. A whole lot of other permissions, if we want to be looking at disabling trainers to be able to do different aspects coming from this side as well. Disabling the landing pages, showing the trainer eyes exercises. Whether or not you want to have use of those in here, we recommend utilizing them. They work really great. So once you have this thing locked in where you're going to have your permission set in place, then you'll understand when you bring a person in, what role you want to assign them to.

 

Tour

Okay. Now that you guys are in Train Arise, let's go and look at some of the things that are inside Small Tour Master Libraries is where you're going to look for the programs that we have inserted in. You'll notice in the shared you have detox plans, 12 week plans, some old four week takeover plans, another 21 day game that you could run a 28 day. If you're working on the Shred program works very well. There's a summer version as well. A lot of these just can just be rapid changes. And then you have your six week challenges. So those of you that are running a six week challenge program, you'll have a beginner, intermediate, and an advanced.

For those that are looking for the Kickstart programs, they're down here as well, mostly used in health clubs. And then we have Year of Change as well for the individuals that you're putting into the year of change. When you look at a year of change style program, or let's look at a six week style program, what you'll notice is you'll go to the calendar where everything is already built out. So you have in blue. Those are the actual exercise days. If you're not utilizing an exercise with the individuals, you want to duplicate these and pull that section out can. If you're looking at tracking body stats, those are in there as well. And then these are different messages that come in as well. Welcome message. Decide picture, change your habits, picture or message. Probably the best way to say it, if you want to click on one and see what it looks like. This one says, anytime that you start change easy fallout without a plan. We've got your back. We want to make sure everything's on point. What is your game plan to conquer your first weekend? So these are to create engagement with the individual so that when they message back, they're seeing that you're taking care of them and now you can help them once they hit you back. Hope this helps. Talk to you.

 

Dashboard

Okay, let's look at the dashboard and the overview of Train Rise. As you can see when we're looking at this, first thing you'll see is a couple people need some new training phases. I can click on them, get them started and ready to go in their new phase. Somebody that had a new PR I could click on, talk to Addie and say, great job. I could also set up an auto message that when a PR comes in, it automatically sends her a great message on her pr. A couple of people that we haven't messaged lately. Next thing we're looking at is business growth. In the past 12 months, we can see we've had some ups downs, and we're on the uptrend right now. There's 228 clients in this app right now, which is amazing. The beautiful part of having unlimited users in your trainer eyes.

And then we can look at trainer eyes, client average check-ins. This is where you'd like to see things around that 3.0. It means we're signing in three times a week, getting things done, and moving the game forward with these individuals. We're looking at the workouts per week in this scenario, one to three. Three is where we like to see, right? We're hitting every workout, not everybody schedules all the time. It's conversations like, Hey, can I get you to log your metrics so I can see what's happening in there? Because then that helps with the compliance side as well, so I can see what's going on on their workout. Compliance, nutrition compliance can be put in here as well if you're doing a macro tracking status, so a lot that can be taken from this. You can also see your recent activities on the opposite side, which is very great place.

I can see that Alex just weighed in, added his progress photos. I can give them a thumbs up right there, and he's getting some engagement from me. Kelly had a bike ride two hours ago. I can give her a thumbs up as well, and there's beautiful things going on. I can see that Angela just did a workout three hours ago and rated it as a five out of 10, so moderate. Good to note, when I'm working on her program for next week, if I want to step up her intensity or maybe I need to have a conversation with her, I was like, Hey, that should have been an eight to a nine. What happened? Why weren't we there? So there's a lot that you can do from this view alone to see what's going on and check an overview if I want to dive deeper into the details, we'll talk about that in another recording.

 

Looking Up Clients

Okay, looking up a client, easy ways to do it. Number one, I can come right up here to the top corner. Maybe I'm looking for Abby as well. There she does. She comes up. You can see other clients. There's another client named Abby, but with another trainer, but potentially, I'm looking for this one specifically. So I'm going to open up Abby right from here. Get where I need to go the easiest way if I don't want to go about it that way, I can shift back and go right into clients. Click on the clients tab and I'll have all the coaches that I am currently working with. Same idea, same concept. This is another way that I can get to Abby. So if I want to shift it around, if I was looking for a specific trainer and a specific person within that trainer, I can change my filters around to be able to utilize that.

But again, same idea, same concept. I can pull up, I can look at what's going on, on the compliance, on the nutrition metrics, how many times she's logged in, what she's doing, how much activity, the badges that she's earned. Anything I need to do. If I want to open it up and speak to her, I can click and send her a message right here. But if I want to open the full section of what her app looks like on her side, this is what she's going to see, the things that she needs to do, which is hit her nutrition goal, do her workout, her general, what's going on. Her calor burn today, 33 calories. Yesterday she burned 1,436, which is amazing. Or actually she took 1436. I actually was looking at this a moment ago. She burned 1800, so we know that she's in a calor deficit, which is great to see the steps coming in the sleep from yesterday.

This is a beautiful way to make use of that and see what's happening. If I want to track those steps over time, I can see on average how many steps that she's getting when I'm looking at the daily averages as they're coming through. Maybe I want to look at just one month. Okay, here's what we can see. December 1st, December 3rd, December 5th, yesterday, big day. 1300 steps. Just what would like to see. So your ability to go in, check on a client. Very quick, very easy to move through. Anything else that I want to see or progress photos or exercise, her sleep habits, all very easy to go right in and see exactly what you need.

 

Assigning Clients to the Challenge

Assigning clients to a master program, you're going to go find the master program that you're looking for in master libraries programs. In this scenario, we'll look at the six week challenge programs. Scroll down so you find the challenge program, and then we'll add subscriber by clicking on the three dots. Choose the client that you're looking for. In this case, we'll use Tina Turner. Choose the date in this case we will use next Monday, and we'll subscribe it as a main program. Very easy, very simple. Tina Turner has now been subscribed to that program. If I go in and check that program, we can see that she's in there. If that was a mistake, I can easily remove her from that program as well. So remove from the program and now she's gone just as simple.

 

Calendar Messages

Okay, let's talk about the calendar messaging. If I go into Master Libraries programs and then scroll down to the in-person Six Week Challenge. You can see we have tracking body stats. It shows that happening every day with On Sunday, taking progress photos, and then you'll notice these other ones, welcome Side Picture, change Your Habits, food Fight song. What's your lunch? These different messages that are happening. If I click on one of these, you can see what that message is going to say. Decide to stay on track. Commit to yourself and you'll succeed. Have a great week. Decide, commit, succeed. These are little pieces that give them things to do while they're moving through this or asking them questions so that they can reply back and show that you are paying attention to them as well. Anytime you start a change, it may be easy to fall off without a plan.

We got your back to make sure your workouts and nutrition are on point. What is your game plan to conquer your first weekend? Very simple, very easy. We want to get engagement on that so that individual says, Hey, this is my plan is for the weekend. You can say, great plan or not Great plan. This is what I would recommend. Life is good. This gets them feeling like someone is watching them, paying attention to them, asking questions, and keeps them motivated to do a great job through the challenge so they can have an incredible before and after picture.