Free Course
Live on day one. This is the optional extra.
You can start working leads the day your desk is set up. This course is for when you want to get more out of it: at most five days, ten minutes a day. Each day says what everyone needs to know, then what is different for owners, managers and agents.
Works for Insurance, Tax Resolution, Real Estate, Mortgage and Refinance, Home Services and Solar, Auto, Financial Services, General Sales.
Seats: $99/person/monthCalls $0.035/minTexts $0.029Emails $0.0015Leads from $6.00 (best price)
Register for the course (we send a short reminder each morning)
Sign In and the Basics
Everyone can sign in, find their screens and make a first move.
Everyone
- Sign in at your desk address (bookmark it). Use "Forgot password" on the sign in screen if you need a new one.
- Install the "My Marketing Pro" Chrome extension, open it from the puzzle piece, pin it, and press "Connect automatically" while signed in.
- Look at the top of the extension: the version (v1.7.0 or later) is next to the name.
Owner
- Open "Buy Leads". Each card is one batch: how many, the price per lead, and how far below typical pricing it is.
- Open "Wallet" and add funds, so buying is one click.
- Open "Team" and add your managers.
Manager
- Open "Team" and add your agents. For each: licensed states, the most leads per two weeks, and the Chrome extension (agents get the basic one).
- Press "Number" on each agent to give them a phone number.
- Open "Hand Out Leads" and "Reports" so you know where things are.
Agent
- Open the extension. You have four things: Contacts, Call · Text · Email, Inbox and Coaching.
- Open a contact, press "Call". Calls run right in the browser.
- On the desk, "My Leads" shows the same leads with the life event and when you got them.
Checklist
Daily Automation
Know what happens on its own every day, and the few things to do yourself.
Everyone
- Every morning we load fresh, verified intent leads: people who just had a baby, bought a car or bought a home. Owners and managers get an email when they are ready.
- Calls, texts and emails are counted automatically and drawn from wallets. Nobody has to log anything.
- Every morning owners and managers get yesterday's numbers by email: leads handed out, reached, appointments, apps.
Owner
- Check "Buy Leads" once in the morning. Buy what fits; pass on the rest.
- Want the same amount every day without clicking? Ask us for a daily standing order.
Manager
- Each morning press "Hand Out All Waiting". Licensed states and limits are respected for you.
- Want leads handed out the moment they are bought? Ask us to turn on automatic hand out.
Agent
- New leads arrive at the top of your Contacts. Call the newest first, ideally within five minutes.
- No answer? Send the short form by text. It asks a few questions and their answers come straight back to you by email.
- Check "Inbox" a few times a day: replies to your texts and emails land there.
Checklist
Lead Flows: Follow Up That Runs Itself
Nobody falls through the cracks, and nobody gets pestered.
Everyone
- A lead flow is a short series of texts and emails that goes out on a schedule, so first touches and follow ups happen even on a busy day.
- Two paths for every lead: talk to them and fill in the details yourself, or send the form and let them answer on their phone. The form records their consent and offers your booking link.
- Anyone who replies STOP is opted out automatically and never handed out again.
Owner
- Ask us to set up your desk's first touch flow: a welcome text, then an email, then a reminder. We write it with you.
Manager
- Use "Reports" to see which agents reach people fastest; that is where flows help most.
- Mark anyone who asks not to be contacted as "Do not contact"; their number and email are opted out for good.
Agent
- Send the form by text or email from "My Leads" (open a lead, then "Text the form").
- When a form comes back, call right away: they are expecting you.
- Use your booking link so people can pick a time themselves.
Checklist
Cleanup, Maintenance and Getting Better
A clean pipeline you can trust, and numbers that go up.
Everyone
- Outcomes keep everything honest: Contacted, Appointment set, App submitted, Issued, Not interested, Bad number or email, Do not contact.
- Speed matters most with intent leads. Watch "first contact" time; under five minutes wins.
Owner
- Check agent balances in "Wallet" and top up allowances before anyone runs out.
- Pass on batches that do not fit your states, and use "Ask for something different" to tell us what does.
Manager
- In "Hand Out Leads", switch to "With Agents". Leads nobody has reached: tick them and "Give to someone else".
- Adjust licensed states and limits as people grow; pause anyone who is out.
- Send a coaching note to anyone whose first contact time is slipping.
Agent
- Every lead you touched today has an outcome.
- Clear your Inbox: reply or mark read.
- Read your coaching notes and press "Got it".
Checklist
Admin and Power User Features
Run the desk like a pro, then go further with Course 2.
Everyone
- Your desk lives at its own address with your name and logo.
- Reports export to a spreadsheet with one click.
Owner
- Monthly plans add bonus credit and lower prices on leads, calls, texts and emails. Bigger lead orders get volume discounts automatically.
- Use "Team" to add managers or pause seats.
Manager
- Pick each person's Chrome extension: Agent (basic) for producers, Standard or Full for people who build lists and campaigns.
- Use AI to draft a coaching note from an agent's last two weeks, then edit and send.
- Export the agent table from "Reports" for your weekly meeting.
Agent
- Bulk: tick several contacts and call, text or email them in one go from "Call · Text · Email".
- Use the live coach during calls for prompts as you talk.
Checklist
Next
Course 2: The Full Platform
- Building your own lists and audiences
- Writing lead flows yourself, with AI
- The AI receptionist and live call coaching
- Campaigns across text, email, voicemail and social
- Reading the numbers that move revenue