Hi, guys. What's up?
It's Christine Seale, the HighLevel Queen,
and today we are going to talk about how to set up follow up reminders
and appointment reminders to your personal zoom link.
And we're going to do this integration inside HighLevel.
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OK, so the first thing that you're going to want to do is open up your Zoom.
OK, now you can do this with a free account.
Don't let anyone tell you different.
You don't have to have the paid version to do this.
I don't have the paid version to do this.
I probably should.
So you're going to open zoom, sign in and go to settings.
And then click this view, more settings right here.
OK, now it's going to open a link to zoom.us, you have to sign
in again, it's really annoying, whatever, but this is what you need here.
So this personal meeting ID and this.
OK, now.
You can click on edit
and you can click on this use personal meeting ID for meetings,
and that number is going to be the one that you need for your meetings.
OK, now, if you want to go deeper
into settings or you don't see that for some reason.
You're going to have this setting in your.
Settings here use or enable personal meeting ID.
OK, so you're going to want that to be turned on your personal meeting
ID and scheduling a meeting, you're going to want that turned on
and then use personal meeting ID setting the you probably want
that on as well and make sure that you turn on the waiting room.
OK, since all the virus stuff happened,
the waiting room actually zoom added this for even the free accounts
So make sure
that you turn that on and that will prevent people from joining your sales
Calls the next person from joining the previous sales call super important.
You want to make sure that you get that turned on and that's just going
to put them in a waiting room and then ask your permission to let them join.
All right.
So don't do that until you're done with your other call.
Used to happen to us all the time.
Thankfully, it doesn't happen anymore.
Then if you want to change your personal meeting ID, or PMI, as they call it,
you actually have to have a paid account for that.
And you can.
You can upgrade.
I'm not going to get into all that on this,
but just know that that option is there if you want to get picky with it.
OK, so this link here, you're going to want to click show
and you're going to want to copy that link to your clipboard.
OK, copy that link to your clipboard.
You're going to need it now.
We're going to go to HighLevel
and we're going to go to settings and we're going to go to custom values.
OK,
then you're going to want to create a custom value called Zoom Link or,
you know, Christine Zoom link or salesperson number one zoom link,
Salesperson number two, Zoom link.
However, you have your calls structured,
you're going to want to have another custom value for each person.
OK, this is going to save you a lot of time,
especially if you have turnover in your agency.
OK, because.
No one wants to go through 50 campaigns and update the link for each one,
this is going to let you only have to change it one time.
OK, so make the custom volume called Zoom link
And then paste your zoom link here.
OK, that's all you got to do for that.
All right.
Then we're going to go.
Into marketing campaigns.
Now, this account, I've got like a pretty little.
Folders and campaigns already set up and everything like that for you.
I'm just going to make a new one just
to kind of show you, like from the beginning.
So new campaign.
We're going to do appointment reminders
for a demo, OK, and I'm not going to put it in a folder
because I'm going to delete it after I do this, OK?
So make sure you specify which
Calendar we're doing in here, OK?
And then add an event.
And then what we're going to do
is we're going to do an SMS and then we're going to be like.
Hey First name.
It's and then you can do like.
The owner.first name with.
And then you can do
the business name.
And then you're going to say something like.
We provide
booked appointments or if you do like prepaid
booked appointments or just whatever you don't say leads, please, just
either prepaid booked appointments or booked appointments
and clients.
Who show up and buy.
And then here you're going to want to be like.
Add this to your calendar and then
appointment start time, so you're just going to do this dropdown again.
There.
And then you can be like, if you're
able to make this appointment, please be courteous to both of us and
Notify us
Text us back.
OK, something like that,
please be courteous and notify us
OK, all right.
So that goes immediately.
OK, it goes after your minutes, so,
I mean, you want it to be like a reasonable so what I usually do is
I will do like
When and then eight to five Monday through Friday or something like that, that way,
if you're like catching up at the end of the day and you're booking the appointments
at midnight, they're not going to get a text and be like, what the.
But if you never do that, then don't don't bother with this part, OK?
And then you're going to add another one, and this time it's going to be an email.
And then this is going to be like whatever your session is called, right?
Do you have a demo? Do you have a strategy session?
Please don't call it that.
Do you have an audit?
Do you have a.
Snap audit or whatever you want to call it,
OK, whatever, and then here.
Hey
name.
It's, this is going to be.
Owner first name with location, name again, doing the same kind of thing, you
wait for our call tomorrow at.
Appointments start time.
Here is the link to join during that time,
boom, here's your here is your zoom link.
OK.
We'll be chatting about.
The top three ways to get you working on the door.
OK,
so you can dominate your market.
I'm just please don't copy this word
for word because I want you guys to be original.
I'm just making this up as I go home.
I'm looking forward to our call regards and then you can do.
Account owner, first name again.
Oh, snap, then that will put the event on their calendar.
OK, the immediate
then what we do is we do twenty three hours before and then we do.
OK, and then we do like a recap.
So, like, same kind of structure as before,
but we'll be covering
X, Y, Z.
We dominate with you something like that. Get them hyped up.
Put your testimonials in there.
OK, put your testimonials,
put your proof,
your social proof screenshots, whatever you can put in here to get them hyped up.
Sally made one hundred thousand dollars in three months with our program.
OK,
Fred made, you know,
twenty thousand dollars in his first two months, I don't know.
Just put your results in there, OK?
I can't tell you what those are,
but that's going to be super important to get them to show up for the meeting.
All right, then you're going to make this.
Before twenty three hours, OK?
And then
another text I would do two hours before.
I can't wait to talk to you today.
Looking
forward to speaking at.
Appointment, you only need the time,
so pick the time just making sure we are still on for today.
And then I like to add a B.T. Dubs
emailed you more details yesterday so they know they like missed your email.
And this is before.
Hundred, this is before two hours all the way
hundred and then before 15 minutes is your last one.
Hey
Our snap audit is in 15 minutes.
Something like that. OK.
And then this is before the ten minutes, this is the best
Set up
That we have found to get the best results,
so.
It's not like a big secret.
We've tested this for like the past year.
And our No-Show rate is literally maybe one on one hundred
or less. We just don't get them, so.
Try this out, guys, put proof in your emails, put proof
pictures, like I said, that's going to be super important to get people to show up.
And let me know how you go.
Also, you're going to want, like I said, the zoom link, you're going to want to put
it like in here as well in the tomorrow email.
And depending on your niche, you may even want to put it in the text itself.
You can join here.
OK.
Simply because they may not see the email, they may not even know you emailed them,
they may see the text or email them and be like,
no, checking my email.
So
the more times you send them the link,
the more likely they're going to be to join because they can't use
I don't have your link as an excuse.
Does that make sense?
OK.
All right, now, the fun part, the trigger, you thought we were done, didn't you?
We're not done.
OK, go to triggers, add a trigger.
And this is also
going to want to name it for the calendar you're doing this with, OK?
And we're going to say here.
We're going to be like.
Appointment is.
Confirmed.
In calendar.
And then that's the demo calendar that you.
We're going to use and then here we're going to do
remote from all campaigns.
And then we're going to do.
You can do all kinds of things here, guys, you can send yourself an email.
You can text yourself.
It's really easy.
So send email.
Put your images in here or you could use custom values again.
Do you have a new scheduled appointment or you can text yourself?
OK, congrats, you have a new booked appointment,
and then you use the custom values so you can be like full name is coming at.
Appointment start date time for a snap audit, OK,
and then put your phone number in there, or again using custom value, either one.
OK,
then you're going to want to add them to a campaign.
And that campaign is going to be that new
one that you just created, appointment reminder demo, OK?
And then if you want to get fancy with your pipeline.
You're going to update the opportunity.
Leads and then qualifying call.
OK,
and that should be the next stage in the pipeline, so you shouldn't have
to turn this on and you shouldn't turn that on
and then you can also like a lead value in here.
Two thousand or however much
you charge per month and then you turn it on and then you save it.
And now you should be able to test this for yourself.
OK, I want you guys to test.
I always say test, test, test.
Please go to your calendar, OK?
And the way that you do that.
Is go into calendars and you click on this little guy,
OK, and then you book an appointment with your cell.
And make sure that you get the text,
that you get the email, that your card gets moved in the pipeline.
OK,
make sure that you go through all
the current campaigns and the way that you see the campaigns.
You go to contacts,
And you can click on one of these and you can see, like all of the campaigns that
You have been in before, OK, past campaigns right here,
so you can see I was testing the onboarding in this account.
And it worked, but you can see that here I
was in that campaign and now I'm in this opportunity card, OK?
All right, guys, I hope that was helpful.
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And see you guys next week. Take care.
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