Course Videos
Quick Start
1. Welcome to Nextlevel
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Welcome to NextLevel. In this video, the founder, Sean Holm, welcomes you to the platform and provides an overview of the course.
2. Managing Your Profile
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Topics:
My staff section
Permissions
Adding additional users
Email signature
Resetting password
Lead Connector app
3. Phone Numbers
*Read These Details*
Apply for EIN HERE
IMPORTANT. REQUIRED. Complete this survey after watching video: https://link.nextlevelcrm.io/widget/survey/OlBXVfXFeSGCpkS2R0YI
WE DO YOUR PHONE NUMBER REGISTRATION FOR YOU! DON'T WORRY ABOUT SUBMITTING THE REGISTRATION YOURSELF!
IF YOU HAVE QUESTIONS, YOU CAN EMAIL US AT HELP@NEXTLEVELCRM.IO.
//
Additional Optional Reads
Compliance information: https://help.gohighlevel.com/support/solutions/articles/48001213941-lc-phone-messaging-policy
Local number/A2P additional details: https://help.gohighlevel.com/support/solutions/articles/155000000508-a2p-10dlc-brand-approval-best-practices
Toll-free additional details: https://help.gohighlevel.com/support/solutions/articles/48001222300
4. Calendars
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Topics:
Google integrations
How to view appointments
Settings
Calendar link
Adjusting availability
Automations
5. Websites
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If you get stuck, email us help@nextlevelcrm.io
Topics:Where to find website
Different pages
How to edit website.
Setting up your domain
Setting up DNS records
Editing website paths
Calendar and referral intake form links
Updating custom values
6. Email Setup
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In this video, we're doing a live call where we help someone set up the email domain in their system. If you don't yet have an email domain, you can skip this video, but we do recommend you get a dedicated email soon and then implement the steps in this video.
DMARC Record Notes:
Add DMARC Record. *Updated below.
Txt record
_dmarc.mail
v=DMARC1; p=none; sp=none
8. Phone Number Compliance
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Additional Optional Reads:
Compliance information: https://help.gohighlevel.com/support/solutions/articles/48001213941-lc-phone-messaging-policy
Local number/A2P additional details: https://help.gohighlevel.com/support/solutions/articles/155000000508-a2p-10dlc-brand-approval-best-practices
Toll-free additional details: https://help.gohighlevel.com/support/solutions/articles/48001222300
9. Schedule Your Onboarding Call
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We would love to chat with you!
On the onboarding call, we will do an account review and answer any questions you have.
Schedule your call HERE
General Overview Videos
Forms & Surveys
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Topics:
How to edit forms
How to set custom values
How to change theme and settings
Where to find links
How to view submissions
How to set up customizations
Survey builder details
Conversations
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Topics:
How to view messages
Set appointments
Changing Opportunties
Manual Actions (power dialer)
Using Snippet
Contacts
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Topics:
Menu
Bulk actions
Smart lists
Filters
Contact record
Custom fields
Referral to agent automation
A2P flagging
Policy Effective Date
Tags
Automations
Opportunities
DND
Conversation Page
Tasks
Notes
Book Appointment
Opportunities
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Topics:
Pipelines & pipeline stages
Different Lead Types
Automation Stages Versus Organization Stages
How to customize
Filter
Social Media, Email Templates, & Trigger Links
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Topics:
Social media creator
AI-Generated content
Scheduling posts
Email templates
Trigger links
Automations
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Topics:
How to view active and past automations
How automations work
Settings
Time zones
Customizing your own automations
Text AI
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Topics:
*Note - We don't go over it in the video, but we do not use the native Conversation AI feature under settings. We've found Closebot to be superior.
Ai Overview
Disclaimer
Closebot affiliation
How to turn off and on AI at contact level, main contacts page, and main automation
How to turn off AI in lead connector
How to change AI assistant's name
Reporting issues with AI
Ai tag features
Voicemail, Voicemail Drops, & Missed Call Textbacks
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Topics:
Voicemail
Voicemail drops
Voice text automations
Missed call textback
Post Sale Emails
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Topics:
Post sale emails
Automation
Templates
Working Different Lead Types
Private Health
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Topics:
Overview of private health campaigns.
Requesting Additional Snapshots
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Topics:
How to get snapshots for other verticals in your account.
Our Ad Manager Program
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Topics:
What is Ad Manager
See more info here: https://www.nextlevelcrm.io/ad-manager
Bonuses!
Importing Leads
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Topics:
How to move leads into NextLevel CRM.
If you have a lot of contacts to move into NextLevel, we highly recommend jumping on a Support call so we can help you categorize and move everything over.
*Note: If importing many old leads, we don't recommend running more than 50 a time through any new drip campaigns. High opt outs or errors with old leads can cause your account to be disabled.
Power Dialers
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Topics:
NextLevel dialer
Conversations - Manual actions
WAVV
Kixie
Setting up workflows based on call dispositions
WAVV: https://www.wavv.com/
Use this link to get a discount: https://refer.wavv.com/?fpr=6njj7
Kixie: https://www.kixie.com/
Kixie Demo: https://www.youtube.com/watch?v=-nrsrqYOXYE
Kixie Rep:
Dart Radell
Creating a Custom Contact Card/Business Card
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Topics:
Create a custom contact card to send on text messages.
To see the Canva templates, use this link HERE
After viewing the pages, click "Create your own design with Canva".
If you don't already have a Canva account, you can sign up for a free one.
Creating Custom Text Messages Using AI
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Topics:
How to use Chat GPT to create custom text messages.
Note: Premium text messages can cost $.01-0.02.
How to Automate Client Testimonials
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Topics:
In this video, we explain how to automate testimonials using StoryPrompt.
Here is my affiliate link that will get you 20% off:
How to Stop Showing Up As Spam
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Topics:
How to reduce spam risk when making business calls. We recommend using Free Caller Registry for free registration and partnering with WAVV for enhanced spam protection at $10 a month.
More info on WAVV's program HERE