Course curriculum

    1. Welcome To Charlie!

    2. Overview of The Charlie Powered Acquisition System

    1. Grab Your CRM

    2. Overview of the CRM & Snapshot with Charlie

    3. AI Setters Charlie Signup Form Walkthrough

    4. Creating a OpenAi Account & Generating an API Key

    5. Support and Instructions for Using Slack

    6. Verify Your Business Profile 📝

    7. Setting Up Phone Numbers and A2P Verification Process

    8. How to Set Up Integrations for Facebook, Instagram, and Google

    9. Connecting Instagram Messages to the CRM 👥📲

    10. Troubleshooting Instagram Connection Issue 😕

    11. How to setup a calendar outside of our CRM

    12. Setting Up Your Team Calendar 📅

    13. Setting up Availability in CRM 📅

    14. Setting Up a Domain Inside the CRM [🎥]

    15. How to Contact CRM Support Team

    16. Who is the QA Team & What They Do

    17. How To Report Bugs On Your Account

    1. How to Activate and Deactivate Charlie

    2. How to Activate Charlie on IG, FB, or SMS

    3. Connecting a lead form to activate Charlie SMS

    4. How to Use Kartra to Trigger Actions in Your CRM

    5. Sending a Webhook to Activate Contact Creation in GHL

    6. How to upload existing leads into Charlie

    7. Connecting Charlie to an Existing Funnel

    8. Using Zaps to shut off Charlie (If on Calendly)

    1. How to Update Appointment Status in CRM

About this course

  • Free
  • 28 lessons
  • 2 hours of video content