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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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