Set Up

How to Login

Setting Up Your Calendar and Billing in the System

Account & Calendar Setup SOP

Setting Up Your Account and Calendar

Objective

This SOP outlines the steps to set up your account, configure your calendar settings, and manage your billing information effectively.

Step 1: Fill Out Account Information (0:16)

  • Enter your email address correctly (e.g., AntonioMullins.insurance).
  • Use the default password: P123!
  • Click the "I" icon to view the password before signing in.
Fill Out Account Information

Step 2: Sign In and Two-Factor Authentication (1:20)

  • After signing in, choose to receive the two-factor authentication code via phone or email.
Two Factor Authentication

Step 3: Access Settings (2:08)

  • Click on the gear icon located at the bottom left of the screen to access settings.
Access Settings

Step 4: Update Profile and Calendar Settings (2:35)

  • Scroll to "My Profile".
  • Navigate to "Calendar Settings".
  • Click "Add Now" and connect your Google account.
Update Profile and Calendar

Step 5: Reconnect Google Calendar (3:31)

  • If the connection hangs, click "Reconnect" to refresh the connection.
Reconnect Google Calendar

Step 6: Set Your Availability (4:27)

  • Ensure the time zone is correct for your availability.
  • Set your working hours (e.g., 2 PM to 9 PM).
  • Use the square icon to copy settings across all days.
Set Availability

Step 7: Customize Specific Days (6:14)

  • Adjust specific days as needed (e.g., set Sunday hours from 11 AM to 3 PM).
Customize Specific Days

Step 8: Save Calendar Settings (7:10)

  • Ensure all changes are saved before exiting the calendar settings.
Save Calendar Settings

Step 9: Set Up Billing Information (8:11)

  • Scroll down to find "Signal House".
  • Click on "Billing" and add your payment method.
Billing Setup

Cautionary Notes

  • Double-check your email and password for accuracy to avoid login issues.
  • Ensure your time zone is set correctly to prevent scheduling conflicts.

Tips for Efficiency

  • Use the copy feature for setting availability to save time.
  • Regularly check and update your billing information to avoid service interruptions.

SMS Voice Billing

How To Use the CRM

CRM Lead Management SOP

Standard Operating Procedure: Managing Leads in CRM

Objective

This SOP outlines the steps for effectively managing leads in the CRM system, ensuring timely responses and appointment bookings.

1. Accessing the Conversations Tab (0:16)

Access Conversations Tab
  • Navigate to the Conversations tab in the CRM.
  • Click on All to view all messages.
  • Focus on the Unread section to track messages that require attention.

2. Responding to Unread Messages (1:04)

Responding to Unread Messages
  • Clear the Unread section daily to maximize appointment bookings.
  • Respond to messages or mark them as read as appropriate.

3. Re-booking Appointments (1:45)

Rebooking Appointments
  • If a lead requests to reschedule:
    • Click on the Appointments icon (calendar).
    • Select Add Appointment.
    • Choose the correct time and verify the time zone.
    • Click Book Appointment.

4. Dispositioning Leads (3:15)

Dispositioning Leads
  • Click on the Associations icon (fidget spinner).
  • Select the lead and update their status (e.g., Presentation No Sale, Sit No Show).
  • Click Update to save changes.

5. Using Manual Actions for Dialing (4:16)

Manual Actions
  • Select the lead type in Manual Actions.
  • Load the appropriate script before dialing.
  • Click Let's Start.

6. Managing the Dialer (5:04)

Managing Dialer
  • The dialer calls leads every 30 seconds.
  • Use Pause if you need extra time.
  • Click Redial to triple-dial if necessary.

7. Handling Aggressive Leads (8:28)

Handling Aggressive Leads
  • Go to D&D.
  • Select D&D All-Channel to stop communications.

8. Creating Smart Lists (9:31)

Smart Lists
  • In Contacted, create a Smart List.
  • Define criteria (lead source, stage).
  • Save for easy access.

9. Booking Appointments via Calendar (11:01)

Booking via Calendar
  • Access the Calendar.
  • Click a time slot to book.

10. Adjusting Calendar Settings (12:49)

Calendar Settings
  • Go to Calendar Settings.
  • Adjust availability and intervals.
  • Save changes.

11. Managing Opportunities (14:11)

Opportunities
  • Track leads visually in Opportunities.
  • Disposition leads directly from this screen.

12. Using DocuSign for Contracts (15:10)

DocuSign
  • Upload PDFs to DocuSign.
  • Drag and drop signature fields.
  • Send for signing.

13. Managing Referrals (16:03)

Referrals
  • Input referral details carefully.
  • Verify relationship and time zone.

14. After Sale Follow-Up (19:42)

After Sale
  • Complete the After Sale Form.
  • Automatic follow-up emails will be generated.
Cautionary Notes:
  • Always verify the time zone when booking appointments.
  • Update lead dispositions promptly.
Efficiency Tips:
  • Clear unread messages daily.
  • Use Smart Lists to streamline lead management.
  • Master the dialer and manual actions to increase productivity.
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