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.
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.
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.
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.
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.
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