Which features would our favorite Friends characters LOVE the most?
CRM
Analytics
Calendar
Sites
Communication
Courses
Learn more about each feature that our Friends love!
The "WHO | WHAT | WHEN | WHERE | WHY | HOW" of
You Can Automate
WHO
Service-Based Entrepreneurs
Coaches
Photographers
Beauty Industry
Marketing Agencies
Home Services
Contractors/ Home Repair
Auto Repair
and More!
Product-Based Entrepreneurs
Course Creators
Creatives and Artists
Website/ Logo Designers
Insurance
Real Estate, Mortgage
Food Industry
Network Marketing
and More!
What You Can Do:
Create email automations
Create email + SMS templates to reuse
Send broadcast emails
Create forms and surveys
Import/Export your email list
Create email segments and send to them in bulk
Build surveys to segment your list and site visitors
Integrate your email campaigns with SMS, calling, and voicemail drops
Create automation triggers to trigger your campaigns based on contact behavior or actions
Manage your contacts
Create Quizzes with follow up
Post Blogs to your site
...and so much more!
What can you replace?
Ditch
Kajabi, Member Vault, Thinkific, Teachable
Click Funnels, Lead Pages
Calendly, Youcanbook.me, Acuity
CRM: Dubsado, Honeybook, 17 Hats, Hubspot, Sales Force,
Email: Mailchimp, Active Campaign, Mailerlite
Text: Project Broadcast, Community
Social Media Schedulers: Creator Studio, Later, Plann, Planoly
Forgetting to follow up with leads
Your assistant logging in as you
Chasing clients for payments
Google Forms, Jot Forms, Survey Monkey
TryInteract Quiz to collect leads
Getting Voicemails and Missed calls from potential customers
.
Ditch
Switch
Switch
UNLIMITED Courses, Memberships, Programs
UNLIMITED Pages, Funnels, Landing Pages
UNLIMITED Calendars with lots of cool features
UNLIMITED Pipelines, Opportunities, Contracts
Instant automation and Free Email Templates
UNLIMITED Texting included in the price!
Post/ Schedule to Facebook, Facebook GROUPS, Instagram, LinkedIn, and Google My Business with ONE Post!
Automatically follow up with leads based on your set-up!
Your assistant has their own log in to help you!
Automatic invoicing/ payments
Custom Forms that you can turn into automations based on certain answers!
Quizzes that can follow up based on answers
Missed call > text back option, Great to avoid spam calls!
WHERE can you schedule social media content?
Facebook Page
Facebook Group
Instagram
LinkedIn
Twitter
Google My Business
Tik Tok
Slack
All at the SAME TIME, from ONE PLATFORM!
Why you Can Automate?
How you can use it to grow your business
- Client Acquisition
- Business Automation
- Lead Generation
- Database Reactivation
- Client Retention
- Scaling / Growth
- Customer Service
- Reputation Management
- Building Marketing Funnels
- Tracking (calls, leads, clicks, responses, etc)
- Increasing ROI
- Offering Courses, Membership Area, etc
- Streamlining Multiple Tasks
Denise Oster Switched!
Peak Performance Coach, Real Estate
- Kajabi (Courses, Website, Pipelines) $149/month
- Tave for Contracts and Payments $35/month
- Mailerlite for Emails
- Facebook Creator Studio
- Google Forms
- Now has automatic texts set up for leads
Julie Zolfo Switched!
Life Coach, World Traveler, Author
- Kajabi (Courses, Website, Emails, Pipelines) $199 /month
- No CRM
- Social Media posting on a whim
- Now has a Scavenger Hunt set up and more control over her business
Pam Leno Switched!
Hypnotherapist, Course Creator, Author
- Kajabi (Courses, Event Pages, Pipelines, Email) $149/month
- WylieBiz
- Facebook Creator Studio
Yvonne Ghee Switched!
Direct Sales Consultant
- GetOiling ($25/month)
- Project Brodcast ($400/month)
- TryInteract $19/month
Behind the Scenes
Integrations
Communication
Pipeline/ Dashboard
Lead Tracking
Unlimited Memberships and Courses?
Yes!
You can create UNLIMITED offers, products, courses, programs, either free or paid access.
Building a membership site is easy and fast and can be integrated with your main site and sales funnels as well as your marketing tools.
Calendar Management
Our Calendar tool allows you to automate your appointment setting process.
You are still in control of the calendar and can set when prospects can book your appointments and manage your calendar right from within the dashboard.
With our Calendar Integration, you can send people directly to an appointment booking page, add a widget anywhere on your site, and trigger automations based on calendar events.
Workflows
The types of Automations you can set up are Limitless!
Communication Automation Triggers
Forms & Surveys
Order Forms
Appointment Reminders
Birthday Reminders
Email Campaigns
Instagram & Facebook DM's
Call Whisper
Send Voicemail
Manual Phone Calls
CRM Automations:
Add Tags
Give Access to Offers
Add to Workflows
Set Event Dates
Assign to user
Send Review Request
Add to Custom Audience
Revoke Access
Add Task
MISC Automations
One Time Charges
Contact Reply (with logic!)
If/ Then
Wait
Webhooks
Go To
Math Operations
Send yourself emails/ texts when certain events occur to keep you in the loop!
Reputation Management
Link your Google Reviews onto any page with one click!
Reputation Management helps you send out review requests and manage your online reviews. These requests can help you create positive reviews for your company, which can help attract new clients.
You can:
Send requests to your list to review your company
Track and manage your current online reviews (Google for example)
Link your Google Reviews onto any page!
