Onboarding
Lets take a few minutes now to get you set up.
Please follow along with these video guides to make
sure everything is ready for you to get the most out of the system.
Step 01 - Business Details Essentials
Step 02 - 'My Profile' setup
Step 03 - Billing and Wallet recharge settings
Step 04 - Adding team members & setting feature access
Step 05 - Calendar setup
Step 06 (part 1) - Pipelines overview
Step 06 (part 2) - Zapier setup
Step 07 - Custom 'email domain' setup for deliverability
Step 08 - Integrations Part 1
- Socials, Google Business profile, Google Analytics, etc
Step 09 - Integrations Part 2
- Social Media Planner integrations
Step 10 - SMS and Phone setup (coming soon)
Step 10.5 :D - Mobile App - (Lead Connector)
(coming soon)
Step 11 - Link in Bio page setup + QR generator
(coming soon)
Step 12 - pages and micro 'funnels' for
Calendar pages, lead capture, etc
(coming soon)
Step 13 - Email and SMS Marketing how-to
(coming soon)
Step 14 - Google Business Profile setup + 'Reputation Management' setup
(incl to AI or not to AI?). (coming soon)
Step 15 - Personal Lendd Website
+ Websites and Funnels builder overview
(coming soon)
Step 16 - Dashboards Overview & Customising
(coming soon)
Step 17 - Chat Widget (install on any website / funnel on any platform
that you have admin access to).
(coming soon)
Step 18 - Something else I overlooked from the list ( - Dyon)
(coming soon)
Step 19 - AI Agents - Chat, Missed calls, Booking agent, etc.
(coming soon)
Step 20 - AI Studio
(coming soon)
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