Software Set-Up Checklist

Software Set-Up Checklist

1. Signed up for ProspectFlow.io.
2. Booked software support call.
3. Know how to use the “Need Help” button at the bottom of the software page.
4. Uploaded company logo.
5. Entered in company information.
6. Created and uploaded a voicemail.
7. Enabled the “Missed Call Text Back” feature.
8. Uploaded personal headshot.
9. Entered in the email signature.
10. Added Zoom integration.
11. Entered your availability on the calendar.
12. Set up your company calendar.
13. Created a new phone number.
14. Enabled the “Pass called number as caller ID” feature.
15. Enabled the “Whisper Message” feature.
16. Enabled the “Call Recording” feature.
17. Added Gmail integration.
18. Added Facebook/Instagram account integration.
19. Added Stripe integration.
20. Added your domain to the software.
21. Added your domain to the funnel for your campaign.
22. Entered in all “Custom Values”.
    • Make sure to add in the URL custom values once you’ve connected your domain.
23. Added your email service.
24. Done a walkthrough of the software.
25. Edited the funnel for your campaign.
26. Edited the calendar qualifying question.
27. Enabled the automation for your campaign.
28. Edited the email templates for your campaign.
29. Test the entire process from end to end.

Need Help?

• Click the “Need Help” button at the bottom of the page.
• Go to your private Slack channel here (Scaling With Systems).
• Go to your private Slack channel here (Scaling Initiative).