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.
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.
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.
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.
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.
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