Software Set-Up Checklist
- Signed up for ProspectFlow.io.
- Booked software support call.
- Know how to use the “Need Help” button at the bottom of the software page.
- Uploaded company logo.
- Entered in company information.
- Created and uploaded a voicemail.
- Enabled the “Missed Call Text Back” feature.
- Uploaded personal headshot.
- Entered in the email signature.
- Added Zoom integration.
- Entered your availability on the calendar.
- Set up your company calendar.
- Created a new phone number.
- Enabled the “Pass called number as caller ID” feature.
- Enabled the “Whisper Message” feature.
- Enabled the “Call Recording” feature.
- Added Gmail integration.
- Added Facebook/Instagram account integration.
- Added Stripe integration.
- Added your domain to the software.
- Added your domain to the funnel for your campaign.
- Entered in all “Custom Values”.
- Added your email service.
- Done a walkthrough of the software.
- Edited the funnel for your campaign.
- Edited the calendar qualifying question.
- Enabled the automation for your campaign.
- Edited the email templates for your campaign.
- 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).
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