Your Mission: Total Integration
Assignment 1: UPLOAD CONTACTS.
As you know, you must get all current clients, prospects, & contacts into your new Your Automated Office system. These can be imported
Here is the template you will use to get your data ready for upload: YAO Contact Template. Go ahead, download and save this excel template. Then, watch this QUICK VIDEO (Click HERE)! You’ll more than likely want to export your data from whatever current management database you might be using into this template. Your Support Hero will be contacting you within 1-2 days to help with this VERY important part of preparing your system for use. You can continue to Assignment #2 while you wait to hear from your Support Hero. very quickly once your data is organized correctly.
Assignment 2: BASIC FEATURES OVERVIEW & GETTING FAMILIAR.
VERY IMPORTANT: When you first log into your new system…PLEASE watch ALL the video tutorial’s from Landon & Tobin which gives a GREAT OVERVIEW of how the basic functions of your system will work (these are the videos that will open when you first log in).
NOTE: You do NOT have to create all these messages, sequences, fields, tags, forms, etc. yourself! The Your Automated Office package with Financial Advisor specific email, postcards, sequences, etc. have already been created and loaded into your system for you!
This assignment is simple but will take some time to complete…However, it’s vital you watch these videos. It’s all about getting acquainted with your new software. Once you have watched them, take some time to play around in you new system to become familiar with all the features for yourself.
* Just a reminder so your not confused, Your Automated Office is powered by the OfficeAutopilot /SendPepper technology platform…you will receive great training and excellent support from both teams. This is why your seeing videos from Landon, Tobin, and their support teams.
Assignment 3: GETTING STARTED
The objective: Setup your system to rock and roll!
First, you will need to register to view our membership content. This registration is separate from the user information you received upon purchase. This registration gives you access to all of our setup and training videos. This content is included for free. Simply register HERE then visit The Member’s Area and click the ‘Getting Started’ tab. Watch the setup videos, doing as they say, step-by-step to setup your account & lay the groundwork for your new system!
Assignment 4: TRAINING VIDEOS
The objective: Implement features and watch your business soar!
Okay, almost there! With the first 3 assignments complete, your NEW Your Automated Office system is LIVE and rockin’ n rollin’! Watch these training videos to see how the system is going to operate & function in your office, so there are no surprises, and report back to them often when you want to implement a new feature!