Principles of Our System - Training Video Breakdown

Now that you have seen a general overview of our system from the previous modules, this video and module will go more in-depth about what our system entails.

- What are the actions you need to be taking to be "using the system correctly"?
- What are the "MUST DO" items to be successful with this system?
- Where should you spend your time and energy in the system for the best return?

All these questions and more will be answered in this video where we break down:
- The core tenants of the system
- The features/widgets you will want to be aware of
- Hacks/tricks to increase conversion rates and see outsized returns
- So much more!

Once this video is complete, you should feel well-informed about what the system entails and what is expected of you!

CAUTION****
Watching this Training Video may cause you to have phenomenal results and make more money!

Part 1 - "The 5 Pro-tips" on how to get the most value from this system

• 1. Use the Desktop Version of GrowSimple - Check it daily like you check your email. Use the mobile app as a backup for when you are on the go!
• 2. Always call your appointments & applications from the GrowSimple system (you can use desktop and mobile app too). Call all appointments twice!
• 3. Go through your "Review" & "App Complete" lists on a weekly basis. Use the Green Lead Notes button to give us notes/feedback!
• 4. Always try to take client applications over the phone! Spend your time on the call walking them through or at least starting the application with them. BONUS SCRIPT ATTACHED FOR DOWNLOAD
• 5. Once you get a lead pre-approved, make sure you are handing them over to a realtor to keep them moving down the buyer's journey!

Part 2 - The Main Features to Be Aware Of

• 1. The auto-dialer that goes out when you get a new appointment set. This is a reminder call and not to be relied on as the only call! (Make sure you understand how this works!)
• 2. The Dashboard and leaderboard section of your GrowSimple account. See how you match up against our highest-producing clients!
• 3. The AI Phone call-to-notes feature. Just by using the CRM to call, your conversation will be summarized and added to notes for future use!
• 4. The Setters FAQ pop-up feature. This is a "cheatsheet" for your setters that has all your relevant company info!
• 5. The Green "Lead Notes" Button - *Most important feature to understand/utilize! This is your one-stop shop for all lead dispositions!