Shift CRM adding a domain for your funnel
Nate Tilley walks through setting up a custom domain in Shift CRM, configuring DNS records, and building a reusable funnel template for auto dealerships. The setup includes a conditional credit application that routes prime and subprime leads to different thank-you pages, with pixel data consolidated in one ad account.
Chapters
Foreign to be adding a domain to shift CRM and go high level so that we can actually run landing pages and funnels. Okay. So first what we're going to do is we're going to go to our DNS, which is going to be wherever we purchase a domain from, whether it's GoDaddy or Namecheap. And then you're just going to go into edit the domain or manage. And it's going to take you to here where you can put in the name servers. And to put them in, you want to. Let's see. I can't remember what to adjust the name servers to right now. Let's see. Actually.
You know, because it.
It has you set up different name servers too. Okay, so actually I have to go. I think this is. Okay, I can leave that alone with what that was on. Actually have to go into the advanced DNS. That's where we manage it from. We might have to do something with the name servers. I can't remember off the top right now. Okay, so now we go to the C name and we're just going to right here where it says cname record. That'll point right there. You just edit it over here and click save changes there. And now that C name is there. And so then you can type in your domain. And I don't think it's going to work yet because you have to also route. Let's see. Yeah, so now you have to also put this. This a record and add new record.
Yeah, it's going to be here.
A record. Paste save host. You do the at symbol for the host save.
Now.
Is that the right.
Oh.
And there.
Perfect.
Then you just select that you want to hook it up to and then that's done. Now what I want to find out today is if you can do the same process in other accounts. Okay, so like if we go into Revelation Auto Sales, if we're able to. A new domain and do the same one. So that means we only have to make the funnel one time. And then we can duplicate the funnel into every dealership's account, add that domain in every single one, and then we can hook it up with their own lead forms and everything. And then the. The leads. Let me take this call, brother.
I heard one thing. What do you think? I got a call coming in.
Hold on, let me take this call. One sec. Hello, this is Nate.
Hello?
Hello? Yep, this is Nate. Yes, sir. What can I help you with? I didn't. I. I don't. I don't think I ever heard back. Yeah, if you guys could just shoot me over pricing and a little bit more information, I can look it over with my partners and let you know. I gotta run right now, though. Sorry. Boss.
Are you back?
Yeah, I'm here. Okay, so. So we just need one funnel that each one of them can use. What if we did? Okay, so I'll edit this one and make this the generic one.
The Nate.
What?
One thing I want to know is if we add the same domain into our business manager, so then we can only route it through our business manager, right?
No, I think then we can run it through anyone's business manager. Okay, we just have to share access. Right.
But we don't need to even share access because we'll get their ad accounts partner access and then we can simply use the same domain to be.
Yeah, exactly. Yeah, I think it's going to be pretty smooth, actually. Okay, so basically what's going to have to happen is we're going to duplicate this to each dealership. We're going to leave all of this the same. What this is, these need to be pictures of happy souls, customers. And then this is a. A widget. So what this is, is when you open this up, it actually is a review widget. And so it actually pulls their reviews that they get from Google since it's connected to their Google. And so we don't need like just going off the Driving with Steve framework here because this dude, this is. I mean, driving with Steve, he's still going, bro. He doesn't lose clients. He's. He's the man, bro. He's the man with the plan. This is what they do now, But it's all focused on auto financing. But they say that they get a lot of good prime leads. And I think that's because of what the messages say. Let's see, I thought when I typed it in earlier we were on a different landing page. Let's see. Yeah, right here. Okay, so see, we'll put pictures of happy customers and then we don't need anything under here. Okay, let's just extra this. We don't need any of this. No, no logo again. Boom, boom, boom, boom.
You don't even need the customer testimonial then, because whose Google is it connected to?
It's the client's Google, which is connected through their Go High level account.
Okay.
Some clients, if they're connected, we will do that and we want to. Let's see, Proven frameworks. It. See what I'm doing here? I'm just making sure it looks good on mobile so we're going to put a picture there of the customer. It's going to be like one of our ad pictures. And then we're going to do cars with. Buy a. Next car with location name. So we'll put their name in here.
Old. Okay.
Find the perfect car in your budget.
There. Looks slightly. Looking good. You there, bro.
Yeah.
Okay. I thought I lost my connection.
So this is where I can adjust the SEO tag. Save. Okay. Now we need to adjust the actual application itself. Okay. So this is.
So. Mate, I've still got a question, bro. The question goes that, I mean, I can under. I cannot understand. How will each dealership have their own funnel? How will we make sure that they have their own fun? I mean, the branding concept. I mean, the first page can be generic, so when they go to the credit app, it should be mentioned as, like guard or something like that, you know?
Yeah. So with that, we'll have. We'll just have.
We'll.
We'll duplicate these into their account and then we'll adjust, like the logos. We'll adjust.
Oh, yeah, I get it. Yeah, I get. Okay. So why would you even have the names of them on the first page? Why even make that?
You could.
Yeah, you could.
Yeah.
Yeah, that's okay. You know, like happy customer images for Revolution Autos. We already have those images in the Facebook page. I can literally send you those images right now and you can literally add it.
Exactly. I'm going to show. I'm going to show you how to do this because it's going to take. For each one. We're going to have to. I'm going to show you. I'm. I'm making the template right now, and then you're going to be able to replicate this very easily. Very easily.
I fear. I don't mess.
It's time to learn, brother. It's time to learn. Lead gen is everything, bro. It's everything. So we're. We're gonna do the. Pretty much the same protocol here. Oh, they do have a progress bar at the top. That's cool. But don't fear, brother. You'll learn. You'll learn, definitely. It's. It's. It's very. It's very simple, dude. I'm gonna show you. I'm making the. The framework right now so that we can just easily make the. The rest of it.
And even if I have any problem, Natalie, I believe it's there.
That's right.
That's good to know. You know, Honestly, that's the perk of working in an agency.
Yeah, what is it?
The perk is that basically you have someone are over you, you know, who you can look at, you know, look up to aspire, you know, get help from. So those are the benefits of working in an agency. You know, even whenever I have a problem, I can come, hey, this is happening. And you say, hey, relax. Okay, this is a problem. Let's just work it out. But this is the thing.
Yeah, that's true. 100 bro. 100%. This takes time, man.
You know, honestly. Yeah, I hope I'm gonna, I'm gonna one day be the king of ads, king of DSL and you know, shift social agency. I'm gonna be there.
Go, bro, let's go. What are we waiting for? See, see how easy this is to adjust though?
I know it because I have, I already made some funnel to click funnel. So I know it's like drag and drop. Let me write two things. Not that kind of a rocket science. Yeah, I hundred percent know it. And yeah, I mean I'll drag and drop for each of the clients. I'll set that up. Not a big issue. I mean we'll go slowly, slowly towards. First of all, I'm going to target revelation auto because those are the clients that will help us, you know, experiment with.
Yeah.
Now the main thing would be pixel. If we can attach the. I mean why it is even going to be pixel. Hey, hey, hey. Oh my God. That's so easy, bro. We don't even need to attach more pixels since it's our business manager.
Exactly.
It's our. Will give that ad account excess of our pixel. So there will be one that will be getting all the data across all the ad accounts and there will be the same pixel that will be used for all the ad accounts.
Exactly.
We don't need multiple pixels. And if we have all the data in one pixel, just look how. How much important that picture is gonna be full of data.
Exactly, bro. You got it.
Every day. My God. Honestly, making me excited.
You got it, man. This is going to be way easier. And now I'm. I'm creating the, the funnel and then I'm gonna even put the pixel on it and then I'm going to show you how.
Yeah.
Duplicate it and then you can literally. You'll be able to implement this. What?
And honestly, we want. We would, we would just need to set up the events once. That's it.
Exactly. And the conditional logic once. And that's what we're doing right now.
Yeah.
I don't know what's going on here on Mobile it's not. Oh, on mobile it's not showing this whole funnel.
Oh.
You have to edit funnels and mobiles best.
Oh here.
That's why. See when I switched over to desktop I click on advanced on this header and then I have to click the desktop the mobile version on and now there it is.
Is it snowing in Denver?
Not today.
So how do you clean, do you clean your outside of your house? The snow?
I live in an apartment, so.
Oh yeah.
To worry about that. Really? It's the first of the new month, brother. Holy.
My God. How quick was 21? Did we just realize?
Okay, go ahead.
Yeah, I said I did. We even realized that six, seven years ago we would used to talk about 2022, 2020 and now look, we are almost cutting 23.
Crazy right?
High flies.
It really does, man. And that's why we just get established and we, we just kill it, man. Look, this is what the funnel is going to look like.
Hi, I am location name. Okay.
But which one is this? Which is driving with Steve. Copy, copy. Okay, so now I'm going to adjust this funnel so that we can. Because we're going to have. This is going to be structured in a very specific way, my friend. One way they're going to go for prime leads. So we're going to have a page, a thank you page for prime and a thank you page for subprime. So this one settings. Thank you.
No, we don't need a subprime, bro.
Yeah, we do because that's how we're going to track the event. It's going to be by the URL.
Okay, I get it, I get it.
Yep.
But I, I thought why would we even need funnel for subprime while we can do it on the new front.
No, we're still. We're going to send all traffic to here and we're gonna. Yeah, when they click on in the survey, when they click that they are a low credit person, it's gonna send them through a different set of questions than if they say that they have higher credit. Does that make sense?
That definitely does. It's a split.
Exactly. So that's why we have to set up the, the form to have conditional logic and then we have a page for each. So this page, do you think we.
Will be stopping all our lead format?
No, I think we'll still run lead forms but it'll just be different. Like we're going to do both systems and really monitor it close because lead forms, we can get them some good volume. We can make like wh. Whether or not people want to admit it, if we, if we make lead forms harder to fill out, we'll get higher quality leads off of lead forms. So like, I don't want to do away with lead forms. I built my business on them. They still work. But the thing is, is we need to just.
They are the ones that, that make you the number one dealer chip.
Yeah, exactly. Because they get you so many leads for so cheap and they. So we're going to do both, bro. Like, we're going to have a massive system going and it's just going to work to sell cars.
And then I really like how well the destiny has been kind to you in terms of you choosing car dealership as your needs to go around and look, with conversions you could get a full credit app. So it's become so easy for a car people to sell that car when you get a full credit app.
Yeah, it definitely does. And so this is going to be. We're going to be getting full credit apps for subprime. If they say they're low credit, we're going to get a full credit app. If they say that they have high credit and a down payment, then we're just going to get a couple questions from them and then we're just going to make them a lead because they're not as likely to fill stuff out for as long. And then we're going to redirect them to a calendar and an inventory page. So we're going to be get, we're going to be getting bookings and so we can optimize for prime test drive bookings at one point because we're going to aggregate all the data into our own account. Crazy, right?
Yep.
This is what you think. I made a good choice with my investment.
You did. Because he, he, he, I mean he, his stock is real, bro. He speaks business.
Yeah, 100, man. 100%.
And let me tell you one thing. We shouldn't worry about the fact that the time is getting up or anything like that. When you pay someone, they know, they know exactly that you have paid them and now you want to take the, the value out of them. You know, we need to just ask our questions. We don't care whoever it is, because we have paid the money. We just want to ask her questions. Because when I saw that English guy come in and just be asking his question and I was just like waiting and waiting and waiting. So I said, yeah, if I want to stay in this, then okay, I'm gonna just, you know, fight for My question sake. And then I'm not gonna let's speak anyone else because we have paid the money. I'm gonna take the most out of it.
Yeah, but you gotta remember too, bro, like, we have to be respectful and it's not going away anytime soon. Like we're gonna have a car, we're gonna have a call with that guy next week and the week after. Like, just remember that too. So we're respectful in these calls, you know.
Bro, we were respectful and we always will be.
Yeah, we just want to like keep. Let's just keep our questions like succinct and just make sure like, you know, like we're doing like one question, one or two questions. And then, you know, it was a really good conversation. I just want to make sure we're respectful.
And then also all the questions. It wouldn't have shaped the way now we are thinking. That's the reason I put in a question about deforms and discarded the idea. Then put in the question about landing pages. It supported the idea. Then the pixel thing came up in the. If I would have asked only about the git form, we wouldn't have been advised to take this route.
Yeah. Okay, so you're pre approved. Just, just make sure in the future on. On calls that you're just like, you know, like you just are super respectful. You let other people go in there and everything. And if there's nobody else in there, then ask all your questions. But I just want to make sure we're correct on that.
I hope Thursdays would be fun to ask questions because it's so early.
Yeah, yeah, there's nothing wrong with it. Just making sure.
I got you, boy. I got you, boy.
And what after we sent it, did they say. We will reach out soon to.
And.
Text you some options you have available. If you submitted your landline, please. Email. Process. Yeah, we just go through and change everything to continue the process. Book a time to come in for a test drive, slash.
Why don't we add the addresses here, your physical address. So on this page the URL triggers this as a submit application, right?
Yep, exactly. And then see, I'm just going to add the calendar. Boom. Calendar, test drive, boom. And then we're going to say how.
Did you get this calendar?
Huh? Yeah, it's in. It'll be in their accounts. So after we do this one, I'll duplicate it for one of our clients.
Get automatically paired up here with their actual calendar.
Yep. Whoops.
Do you always want to lead a business or do you or would you want to work in a business?
I don't know. I might be open to working in somebody's business. No, I'd always want to own my own business, but I'd consult with someone else's business or something like that.
You are a neo. Hey, do you use a mic for call?
No.
Okay, then it's just for your earphone.
Yeah.
Because these guys were using mic.
Yeah, I do have a mic right here. I just. I could set it up to my computer. Okay, so now we can have Geraldine edit some graphics for this too.
My mate. Is. Is the. Is this created funnel.
Yeah, the funnel is created. We have the. Thank you. Subprime. They're. They're literally. They can be the same. Right. There's no reason for them to be any different. So I'm actually going to just duplicate this other one. The only difference is, is the redirect from the calendar pages.
Yeah. No, but the credit score.
Yeah. Whenever they indicate that they have a low credit score, it's going to redirect them to the subprime one. And that's going to trigger a subprime conversion versus when they mark the other side, then that's going to trigger a prime conversion. Okay, makes sense.
Yep. I am thinking about labeling the pixel event as lead, not a lead. I would say also, Nate, let's not have any call buttons on the whole. That it. We want the only button to be tracked as the lead is a subprime data. That's it.
On the. Yeah. On the. On the qualify page. Yes. But on the actual.
On the front page.
On the thank you page, we'll have some call buttons there. But on the main page, it's only going to be one button that goes straight to the qualifying page. Does that make sense?
Yeah. So then instead of the focusing on lead and submit application, we could also have. I mean, for submit application, we could have that landing page for prime one and for the lead, when it goes to subprime, we can count it as probably like complete registration.
Exactly. It.
Nate, one more thing, bro. I texted Azim and he got a little upset. He says, you could have told me that you guys have an upfront fee. He told me you don't have. And I said, yeah, it's going to be 600 for leveraging a case study. And he said, it's not going to be 600, it's 500. Nate told me. I said, yes, sorry, that's my bad. It's 500. I just forgot. So I just mentioned at 600, and then he said, That I wouldn't be working with people that don't commit to their words and all this. I mean, he was a little upset with that.
I mean, man, he's not a real business owner. Like, these guys that they just come in and they don't really have clients and they, they're not like real yet. Like, they don't really count. Like, they have opinions. They're like, they're like little, like small, little yapping dogs. They're just like, I have clients, I have this, I have that, I have this. And it's like, dude, you're, you're wasting our time by, by trying to put us in place before you even have any money to spend with us. So it's like, you know, it's not really our, our problem. You know what I mean?
Yeah. Okay, so there's another guy that probably will be spending money with us that he signed up, a car salesperson in the US and he wants to run on the ads for them. I said he won't be having access to our CRM because I think he can only afford to pay 500 to $600 for the ad. But will that work?
Dude, for 500, 600 people, we're going to start doing a course. Okay. So we can, we can help them, we can train them, we can help them to implement the course. But that's the idea is we're going to start doing like a little course for those people.
Yeah. But for this person, I think if we can help him out, I've told him that for 600, we'll be only able to run your ad. So we'll just run the ad. Then he said, do you guarantee anything? I said, for a budget of $800, I would say like probably 80, 70, 80 leads would come in and like 15 or like 10 appointments. Probably.
Yeah. I don't know if it's gonna work, dude. Like, we don't want to take on a bunch of low ticket clients. Like, that's why, like some education or something's gonna be better. But like, I've worked with a lot of white label and there's a reason I don't do it as much anymore. And I want to be able to do some of that stuff. But we just got to make sure that it, it's the.
We're.
We're focused on the right people. So that's kind of my thing is like just making sure that it makes sense there.
Should I say no to him? Because he says that he has gotten our money from his client and he's ready to pay us in the next three days.
He's. He's ready to go.
Yeah. I mean, he has signed the client, the site has. The client has sent the money. Yeah. So the PayPal transaction takes four or five days and he says the money is on the way. He has paid the invoice, so he'll only be able to afford to pay. Pay us $600 out of what we receive to just simply run ads for them. No CRM, nothing else.
Okay. Yeah, I think we should be able to do something with that. We'll try it out.
Yeah, let's try it out. Because, I mean, I don't want to really say no to him because I didn't know that we wouldn't work with him. So I just said yes to him. And you know, and then he'll be like that, you guys, you know, just. I signed the client, I find you guys and the probably $600 would come into your pocket and we'll just. I told him it will be just simply running ads, nothing more than that. We won't be really doing anything more. So he said he's okay with that.
Okay. Yeah. It seems like we can make that something work there.
You know, we don't have to worry about where the leads are going in what's happening. We'll just run with the proven system we have subprime one campaign and one campaign prime and that's it.
Exactly.
Did you get charged by a boss?
Yeah.
Okay. I mean, don't you. Don't people fear putting their card information on stripe? Or does someone send you a link and then you put in your card information or you just message them your card information.
The first time? Yeah. You put your card information in, pay the invoice and then it saves it after then.
Okay. So I guess stripe is a very secure way of payment then.
Yeah.
What are you doing now?
I'm moving this stuff so it's in a tighter.
You just need to remove your logo cards with n. Well, I'm going to.
Keep the logos there so that they're placeholders and then we know what to. What to change.
How can we Cities logo? I mean, how can we have that?
We can do that to. We can.
Yeah.
We'll literally do that together. I'll show you. I just need to adjust this. Once we have the. The base one done, it's going to be super easy.
Okay. One thing I know for sure, that I'm going to send Revelation autos. The. The landing page is going to be super excited, bro.
Yeah. Yeah, dude, it's a. It's a big add on for our service, you know.
Do you want to charge him anything like 200?
Our services, it's all inclusive. So I'm just going to charge this card for the next month.
You're going to charge it? Okay, you'll charge it this month for the next month, right? Yep.
Oops.
Look, you charge someone, someone charges you. What a cycle.
That's how it goes, man. It's really how it goes. Okay, this is better.
Okay, let's keep this image generic. Can we just. Let's keep literally this image generic. Can we use any other image? Because this only shows two cars. Like a convent image with four cars, different cars here.
What are you talking about?
Even a half this image below market prices, no vehicle.
Yeah. So we're going to change the images out for each client.
No. Why we have to change it for each. Is it.
Is it because it's going to make it customized? That's what we're going to do. It's going to make it customized and it's going to look sick. It's going to make some really cool looking funnels that look like it. They, they're super complicated, but they're all going to follow the same framework. So we're just going to put like an ad picture of theirs right here that like Geraldine edited already or something like that. It's gonna work well. Yeah, it's gonna work really well. I just gotta like, even.
We could put only one car.
Yeah. Even if it's just a picture of a happy sold customer. Whatever it is. Yeah. Okay, there we go. Boom. Looks good. Spacing is on point. The spacing is really important in these funnels. So I just want to get it right from the get go. Boom. See that button? We took off. We change the color. Is that the same color?
Why not change colors, bro?
Why. Why change colors if. If we know this is proven okay.
I mean we wouldn't be flagged for any. Wouldn't it be flagged? I mean, will it be okay if we keep it the same?
Not quite space perfectly, but we'll adjust it, try make sure mobile's on point.
It's based. All good.
This is for the. We just need to add the logo picture. What the. Why are these. Something got messed up.
Should not change that Easy process in the mobile.
Yeah, this is the way it should be. So let me just make sure all this stuff is open. Oh, here. One for mobile, One for mobile. One for mobile. Okay, now let's see. Just tedious. It's easy work, but it's tedious.
Tedious? Oh, yeah, yeah.
Okay.
I mean, the technology, everything is easy, but definitely it's tedious.
Yeah, it's kind of like marketing. Why in the bloody.
Don't worry, bro. Don't worry.
Okay.
We'll just have to do a different thing so that. That one will be for that. Boom. That works. Why isn't it. Show this guy in there. Oh, there we go.
There we go. Find the perfect card. Okay. Yeah, one second. Find the perfect card. Let's put it code three. These earpods make my hair go so much. You.
Okay? Okay. I'm gonna have to get on a call in a couple minutes, so let's look at this together. Real. Button color.
I sent you the image in Slack at yourself, Bro. Why is it popping? Select vehicle type. Will it be popping?
Huh?
Why is this popping?
Yeah, it'll be hopping.
You want to keep it in this way?
Yeah.
Okay. Yeah, man. It's perfectly aligned. Don't do any other stuff. And the places where you left images. Okay. These are broken images there. You'll get happy customer images.
That's right. Yep. Right. Here you go over here. You go to reviews.
Boom.
And it's going to pull in their reviews from there.
So it's automatically mapped with Google. I wouldn't have to do anything like.
Yep.
For all of them as long as.
They'Re signed in with their Google account and not all of them are. So we have to make them sign into their Google account.
If we have any doubts, we can even let it go. Exactly. If needed.
And then the qualification page. So then in go high level, you map the surveys in a different place. So instead for surveys you go to sites and there's a builder and it's this one. So I'm just going to name this one. Whoops. USA Drives Conditional Logic application. When submit, it's going to open URL which we're going to have to put in. So every time we'll have to change that URL in the survey. And then you can set the pixel events in on the survey too. Where's the color it. So this is where the background color. Fff. We need button color. That's a gray. Need to find where it's got like that blue color. Here we go.
Lsd. Bro, what is. What does mia stands for?
Huh?
Mia. What does it stand for?
Missing in action.
Oh.
Dang. I don't know how to change this color. It's confusing.
For what button.
On the credit app.
Okay.
See if this does it. See this Button I want to change the color of. I'll have to ask Nyan to help us set the form up.
The form is set, right?
Yeah.
So do you want a color for button, or we can just go with it.
Yeah. So if they go good, I mean, we could just get apps at first.
Yeah. And not redirect them. That's what you say.
Boom.
Same server. Okay. All right, bro, I gotta hop on this call. Okay, so check this out, bro. So this will be good now. So all you're gonna do. Are you with me? Salman, are you there? Hello?
Hello?
Hey, you there?
Yeah, yeah, yeah, I can hear you now. I don't know what happened. Your voice turned robotic.
Huh. That is weird. I do drives. Okay, so let's make the pixel. Actually, I'll have to. I'll have to jump on this later. I got to get on this sales coaching.
Okay, don't worry. We'll. We'll figure this out tomorrow. And with you being present there, I'll make edits for G for Revelation Autos and Catechers also there on the spot.
Okay, so what you could do is you could just. To make those funnels, you just go into the cars with Nate, and then. I'm saving this funnel right now.
No, you could save it and with you tomorrow on a Zoom call live. I. I can. I can just do it on my hands.
Just. Just look. Just look this. It's already saved. I already did all the work. So now all you have to do is just duplicate it into the account and change the pictures and go through every. And upload the calendar and stuff like that, and it's ready to go. So you go into the cars with Nate V1 is what it is. And you just click this little button.
Up at the top.
Okay. For one second. One second. Which button?
Actually, sorry, You. You just go right here to. To the top funnel, and you click the three dots and then you go clone. And you can clone it into up to three locations at the same time. So you want to do Revelation Autos, Garden City, and Character. Okay, so we'll start with those three, and we'll just name it. Or I guess we don't have to name it that. We can just name it Application. Application Funnel. Application Super Funnel. Boom. Clone. Now you just go to Revelation Autos, and you're just going to take pictures from the ads and upload them into the library. So look, now in Revelation Autos, he's got this funnel. You pull this up, and then you just click edit. And then you'll just start Adding in the pictures. So whatever pictures we have from Geraldine, whatever pictures from their Facebook, download those and then upload those here. So you'll click on the picture here and then you'll click down on the left hand side and it'll pull up all your pictures and you can upload files so you can upload some different pictures and stuff. And then once those are uploaded, you click them and then that'll change places. Make sure you save it up here. Where to save up in the top right after you do everything.
Okay. And then, and then go back and.
Then it will be automatically saved.
Yep, yep, yep.
So I could add any pictures like I would prefer a Hapika store picture at the start.
Yeah, exactly. Yep. Happy customers. Happy sold customers. Maybe one of the graphics that Geraldine created and just mix it up and then you go to the qualification page and you just do a little logo at the top. And then the, the survey is already good to go. Oh, you're gonna have to go. Okay, so that's another thing too. In the cars with Nate. So now we've got the, the funnel optimized, but we have to go to the survey and we have to go to our new USA Drives credit app and we have to copy this and then put it into those locations. So you'll add that into the funnel. That makes sense. Characters and Garden city. So Garden City characters and Revelation autos all ready to go. And then tomorrow we'll look at map and the rest of the stuff. But if you could just take one of them so you know the process and get the pictures in there, that'd be great.
So. So I mean, is, is it mapped? Not mapped. I mean is the credit app link with them now?
We'll link it tomorrow, but it's in their account. So. So then you just go into there and you click into their funnel. Yeah, you click in this funnel, you go to qualify Edit, Edit, page edit and then you click click on it. It says you don't have any surveys yet. You click on that, click surveys and then click the USA Drives credit app. And then it pulls it in there. Whoops, I just deleted it. I can go to undo up here. Boom. Save.
Oh, it's done.
So I mean whenever I will go.
To survey, I'll find that USA credit drive app on the left hand side.
Exactly.
Okay. Can you, can you share the, can you share the access of this with me? I don't have the GSL access.
You don't have the access to ghl?
Yep.
What do you mean? How do you know, aren't you in lead connector?
Yeah, I am.
Then you just have to log into app.the Shift CRM. It'll be the same login and stuff for you. Okay, so the password should be password 1, 2, 3. Explanation point.
Okay, just give me. Just please do one thing. Just share this website URL link the messenger. That's it.
The app.the shiftcrm.com. Okay, let me know if you have any trouble logging in. And dude, look in the agency view here. So up on the left you can switch between accounts and you can go to agency view. Look, it shows an overview of what's going on with the clients. So characters Auto bro is down 23% on lead form submissions. They're down 50% on number of appointments. They're down on everything. Bro look down on contacts, down on everything characters. We are not doing a good job of scaling them while maintaining a low cost. So we can see that. I'm just pointing out though like we'll look at that later. I'm just pointing out that we can see like look, drive with Dustin. He's got 12 calls out, six calls in, emails, bunch of text messages. It shows all of that. All right.
Okay.
So we can see how active different clients are. Okay, so what are you able to get in there then?
Yeah, I look at it tomorrow then when I wake up.
Okay, you're not going to adjust the. The landing page right now and start those? Oh, I guess it is late. Okay, cool. No worries man. Yeah, that sounds good. I'll talk to you then.
Yeah, surely. I'll probably do it like 11pm 12am Your time. I'll be doing this.
Okay, sounds good man. Hit me up.
Okay, I will. Okay.
Later man. Have a good day.
