Shift CRM Fitness Kickboxing Training

22 Dec 2023 · 114 min
1:53:38

This is a recorded training/support meeting (Nate Tilley with Salman, Mark, Abe, Jenny) about onboarding a fitness kickboxing client into Shift CRM and resolving Facebook ad/page access problems. Major threads: troubleshooting Facebook Business Manager and missing ad-account/page access (deciding to create a new ad account or request page access), configuring Shift CRM (Lead Connector) automations and pipelines (new leads, hot leads, no-show/reengagement flows), and building/embedding an appointment calendar for TFK Boulder (detailed class schedule, iframe to add to the Boulder landing page). Also covers integrations (Google My Business, Slack, landing page, GoDaddy) and next steps for launching campaigns.

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