Technical Gohighlevel Setup Call Onboarding a Client

Sam, It's.

Sent you an email with the link so you can join. So I'm on. So just whenever you're ready. Almost. We're just. We're just waiting for. For one person.

Okay, no worries.

Yeah. Okay. And George is the person we're waiting for, right?

Yes.

Oh, George, you're on. Okay, perfect.

Okay, excellent.

How you doing?

Doing well. And yourself?

Doing well, thank you.

All right, so this is call one of two. This is going to be the technical setup of your account and we'll get things connected today. Both calls are recorded and the second call will be the training on how.

To use your account.

So for this call, I'm going to have you share your screen and that way you don't have to give us, you know, user logins.

Okay.

So when you share your screen, you have a Mac address. So I'm expecting you're going to be on a Mac.

Well, I'm on a PC.

Okay. Okay, well, that. That makes it better. All right, so when you share your screen, down at the bottom, you'll see the green share screen. Please choose the option of screen.

Okay, There you go.

Excellent. All right, and another thing is if you are going to show confidential information, payment information or passwords, please let me know and I'll stop the share. All right, so what I'm going to have you do is going to request remote access.

That usually speeds things up.

Okay. Okay, so what. What exactly are we doing in this meeting?

So we're going to get your account set up with the shift. The Shift.

Social words.

They can be hard and we will. So we're going to do things like connect your social media, connect a calendar, make sure that you have your domain connected so that we can use landing pages.

Okay. Okay.

Things like that.

Okay.

All right.

Have you logged into the system yet?

Into what system?

This. The Shift. So the app. The Shift. CRM dot com.

So I got this. Oh, the CRM. Let me log into that.

Yep.

Okay, let's see.

App.

App.

The shift. CRM.com. And for the login, you use the slonguria@Mac.com.

Okay. And typically quicker for the phone. Excellent.

Matt, do you have.

Oh.

There we go.

Okay.

Do you have access to your domain?

Host?

George?

What's that?

Do you have access to the domain? We need to add DNS records.

I can send them up to get done.

Okay, then yeah, I can. I can get a sheet of the records and that need to be added and then I can send that to you after the call.

All right, so I'll take Let me.

Make a note and I'll take care of that.

So George, I guess, is that something that dealer.com would help us with?

Correct?

It's.

So I just need to get the information. I'll send it up and it'll get done immediately.

Rob. Rob.

So you need George's email, Right?

I would send it to you and, and you can forward it to him.

Okay. Okay.

Okay. All right.

Now let's see what's up next is going to be. Is going to be. Let's get the 8 or the business profile completed. So we'll go to Settings and business profile. All right. The system uses a tracking number. And do you mind if I expand this out?

No, go ahead, Go ahead.

Okay. All right.

The system uses a tracking number and what that allows you to do is record calls, incoming and outgoing, as well as it puts those calls onto the contact's conversation history. Same thing with any text messages that you send or receive to that contact. It goes on in the conversation history. Now, in order to get text messages delivered, there is a registration. The phone carriers, in order to combat spam, have gotten together and decided that they are not going to deliver text messages unless your number is registered. And so that registration has a cost associated with it. It's $22 one time and then $1.70 per month thereafter. That doesn't include the phone line fees and message fees.

Okay.

Okay.

Are you comfortable moving forward with that?

Yes, Excellent.

Okay.

So in order to complete the registration, we need to make sure that we have the information and it is accurate. So the, the business name, the legal business name, is it the same as the business name here?

No, the legal business name is George. What is it?

It's sl.

Sljc, huh.

Let me make sure because we changed it midship here. It's sljc auto limited, dba south san antonio, buick gmc.

Okay.

Oh, and then the business physical address, it's 8155 South Interstate. And then the time zone is wrong too.

Okay. So the issue here is what they're going to be looking at is the. The registration address of the legal business, more so than the physical address.

This.

You can change it to the physical address after the registration has been completed. But we need the where the address that the IRS currently has on file to make sure that when they submit this, they're going to verify it against the IRS records and by computer. So if it matches, then it passes that. That part. But if it doesn't, then it kicks it back. It either rejects it outright or kicks it back for manual review and then that we have to go through this process over.

Oh, that's that. I don't know. George, is sljc, Is it. Is it just.

That's our name.

No, the address that SLJC is, is.

Registered at is 8155 Interstate 35 Access, San Antonio.

Okay.

George, is it. Is it registered Under South Interstate 35? Is there a South in there? No. Okay. And then the, the zip code, is that right?

78224 is the correct zip code.

That's where it is. Okay. And Texas. And we're Central. Yeah. Outbound is going to be English US and we'll save that. Okay. And niche is going to be automotive. Thank. Do you have that option on here? No, this one is going to be retail. Okay, retail. And then business type is going to be.

What is the business type?

Is it a corporation or partner?

It's a llc.

Okay, all right. And automotive. We could pick that here. Usein. And what is your EIN number, please?

EIN is 86-18-36880.

Okay, and we'll update this. And then Representative, I keep wanting to say Langoria. Okay. We don't want to Autofill because Autofill decides to put things where it don't belong. Okay. And position of CEO?

Director. Yeah, whatever.

A director.

Okay, that works. We have that here. Okay. And phone number, Is this your mobile.

Number or is that the business.

Okay.

Oh, that's. That's my mobile.

That's what we need. It has to be a mobile number. And that's not like a Google Voice or anything? No. Directly to your mobile.

Okay.

Yeah.

All right, so let me make sure to update everything here before we leave this page. Excellent. All right, next up is going to be.

Integrations. Okay, so the system uses a calendar. And in order to make sure that you have availability, we either sync with Google Calendar, Outlook, or I Calendar. Do you have a Google Calendar?

I do. Okay, so yeah. So what exactly is the calendar integration for?

It allows. It allows you can allow people to book with you via a link and they can find the time that they have available and you have available as well. And so that's, that's one part of the system. Now. Another, another reason why we connect Google is to connect to your Google My business page and that way you can respond to. You can respond to reviews or messages on your Google My business page directly from the system.

Okay, go ahead and click Allow, please.

Oh, George, can we get the TikTok or login information? Is that, is that Arnaldo that has that.

Yeah, let me.

Let me text him real quick. I'll get it.

So which business? South San Antonio.

And which one are we?

South San Antonio, but gmc.

Okay.

And the call tracking, what this will do is this will update the number on the Google my business page with your tracking number so that any calls that come in through there would go into the system and automatically create a contact and update them.

I see.

What do we need for Tik Tok?

The.

The login credentials?

Yeah.

What this is, this connection is to get leads from TikTok for lead generation ads. So are you running lead gen ads on TikTok?

No, no, not yet.

All right, then I don't know that you necessarily.

I mean, we can.

We can make that connection and then.

In the future when.

Oh, yeah, sorry. I know, I know. They're going to turn those on. So, George, do we have that login info?

I'm waiting for it.

Oh, okay, Let's see.

Log in the tick tock by the south san antonio. He's getting it for us. Kristen had it, he says.

Oh, Chris has it.

Well, that's what he says. But then. But he's looking for it. He's going to send it to me in just a little bit. As soon as he has it.

All right, we can come back to this.

Oh, oh, hi, Chris. How are you doing?

Good. Are y' all on right now?

Oh, oh, yeah, but don't worry. It's just. It's just like an onboarding, technical stuff. I was wondering, do you have the login info for TikTok?

I don't, but let me get it from Ronaldo.

Oh, okay. Don't worry about it.

Okay.

Yeah, I just went to Arnaldo. He's gonna get it for me. Thank you.

Okay, we can come back to this.

Okay. All right.

Did you want to connect a stripe account?

No, we don't have stripe. We don't have Shopify.

Okay, no worries. All right.

And the LinkedIn is only if you're running LinkedIn ads.

No LinkedIn. All right.

Do you have a Facebook or Instagram?

Yeah, I can connect those. Okay, I'm gonna take over. Oh, here we go.

This will only connect to your personal profile insofar as finding the pages that you are an admin on and then it makes a connection directly with the page. What this connection does is when somebody direct messages your business page or your Instagram account, they'll automatically come into the system. A contact will be created or updated with that conversation.

Okay. And san antonio buick.

That'S the one we're using.

That's it.

Okay. And. Excellent. All right, now let's get your personal profile.

Oh, the. Oh, the AdWords account. Do we need to select that one?

Yeah, we can add an AdWords account, so.

Or that's it right there. Okay, there we go. Excellent.

Do you do Facebook advertising?

Yes, we do.

Okay, then we can add that in here as well. So do you know which.

Yeah, it's a 951.

The top one.

Yeah, yeah, that one.

Excellent. All right, let's get your profile set up.

So this is going to be your individual profile.

And.

And the. The Google account we connected. That is your calendar. That includes your calendar, correct?

Yep, that's mine.

Okay. All right. And yes, set primary. Okay. All right.

And do you have a Zoom account?

No.

Okay.

All right, how do you typically take.

Meetings in person, on the phone or.

Well, now with the two stores, we'll either do two zoom or teams.

Well, but this is for customers, right. Who are looking to buy a car. So I'm not in sales, so this wouldn't be really for me.

Okay, well, it would be because this is. This is for you for your personal availability. And you can use this calendar to. To. To book calls with people whether, you know, whether they're customers or not. But, you know, whoever. But that way. Yeah.

Okay. So yeah, either. Either on the phone or in person.

Okay.

All right.

Then. Yeah, we can.

You can set the. The location to phone and you can add in your phone number here.

Okay.

And then central time.

And this would be a plus one.

There. All right. And yes. Okay.

And days and times that you're typically available.

Yeah, all week.

That'll work Saturday through. Through Sunday or.

Yeah, Saturday too.

Okay.

And times.

We'll do 9am To. To 6.

Ding da dong.

Okay. All right. And we'll update that.

Okay. Do you have an email signature?

No, I don't.

Okay, see, Create one real quick. Let's do something simple with the business name and your name.

Oh, well, I have like a.

The.

The South Texas logo with the transparent background.

Okay. All right. I changed it here, but I didn't change it there. So let's get that a little more consistent. There we go. Okay. And come back here and we'll say. Okay, hold and is this in. Let's see. Image, image link.

Hey, Sh.

Do you want to keep your name consistent with Junior or just like that?

Oh, yeah, yeah. So yeah, let's add Junior Sh. Longor Junior. There we go.

Perfect. And we'll see what that looks like to begin with.

That is m assive.

Here. Let's make that a little bit smaller with let's say, 100, and I think that'll work. Okay. Really? Where'd it go? Oh, all right. It wants two values and I'm not.

Going to do that right now.

You can.

Okay. Yeah, don't worry. I can do that later. Yep.

Okay, so let's go to.

You're comfortable with the password that you have?

Yeah, well, yeah, hold on. You know, I'll change it. Let me change it.

All right.

Now just keep in mind that that's going to be the same password that you're going to use for the. For the mobile app as well.

Okay. Okay. And we'll be getting that in a little bit.

Okay.

All right. And now just keep in mind that.

That'S going to be your new login.

And let's see.

Do you have an email address for that is not your. Your personal that you use for business?

Yeah, I do.

Okay.

And you might want to use that.

Shelby Jr.

Here, you can go ahead and type that in here.

Okay.

This one here?

No, I'm use a different one.

Okay, Excellent one. Okay, let's update this here.

Now, just keep in mind that this is going to change your or your login username. So you've changed your password. This is going to be your new username, and you'll use that on both the desktop as well as the mobile app.

Okay.

All right.

Okay.

And let's go to. One thing I do want to get done first is.

The marketing. We'll get the social planner connected.

Okay.

So what this allows you to do is schedule out posts so you can rack up a bunch of posts and have your outbound communications taken care of, where you don't have to worry about doing anything but managing your inbound.

So we're going to connect the San Antonio and.

You can also post to.

Others if you choose, and you can.

Add them in later if you want.

Let's just get these connected. Yes. Well, maybe. Okay, so you have two here, South Texas.

Yeah, we're gonna use South Antonio.

Okay, Excellent. And we can connect the Google My business page. You can post to there as well. And that was. Okay, So San Antonio. And that's all we need to add. Right. And we're good there.

All right, now they will show you how to use the social planner on the training call.

All right, let's get to. And who has your training call?

Okay, so you have your training call with Joseph on Monday, and you're in good hands with Joseph. He is still kind of new, so don't beat him up too bad. But he's a rising star, so he's doing very well.

Okay. All right, let's go to. Let's go back to settings, and let's get a phone number. Was this one okay? You can use that. All right. Where did you say you wanted to get a number at?

Was not specified. What. What area code would you like to get a number in? I'm sorry, what area code would you like?

Oh, 2.0, if we can.

Okay. Wish you luck, everybody.

Come on, baby. Come on. Give us 2, 1, 0.

There you go.

We'll do like, maybe. Yeah, I like that. 1-2-10-808-0991, 02.

Excellent.

Okay, we'll do the A2P.

I'll submit the A2P after the call. But one thing we do need to get in. Taken care of first is this is how it shows up on their caller ID. But you're limited to 15 characters. So we're going to have to figure out exactly how you want your business.

Name to show so that you're happy with it.

I would do. How many characters? 15.

15.

Let's do. Let's take away south. Is that okay?

Definitely.

And then take away the space between Buick and gmc.

Let's see if we can get away with removing all spaces. Not sure we will. No.

Okay, let's. Let's delete Sam.

Okay, let's see. Nope. All right.

Oh, you know what?

Let's do.

Okay. Oh, let me try this.

Can we do sa. Go ahead.

Yeah, exactly.

And then you can get a space between Buick and gmc.

There we go.

All right.

Excellent. All right, so that's taken care of. And this one, we can actually get the full name in there, so that's.

Not really a problem.

I wish they wouldn't limit those, but it is what it is. Okay. All right, so I'll take care of.

The rest of that later on. All right, now let's get back to the number.

And now.

Where will this number ultimately be forwarding to?

What's our. What's our main number here, George, at.

South San Antonio is 7, 2, 6. Okay, so 0, 0, 2 6.

Well, I don't. I don't need it right now, but I just want to know that it's. It's going to be going to like a. A landline, right?

Yes.

Okay.

All right. Do you have direct Act. Direct control of that number right now that you can answer it, or is this going to go to somebody else?

No, no, it rings here. At the store.

All right, so if we do this test, I want to make sure that it can be answered. So the number then, please.

726 600, 2600.

And George, you know, whenever I call that number, it's like, press one. If you're a new customer, press two of your existing. Yeah, do we need that?

That's the way it. I mean, I don't know that we need it, but it makes it easier for customers calling in.

Okay, no worries. Then what I'll do is I'll disable the call connect feature because what that, what that requires is to press a key to connect. And so we'll, we'll just remove that because you have a phone system. So we don't want to. And we don't want to confuse your people. It's just redundant. All right. Now, your system, does it record calls or no? Well, I'm, I'm asking because if your system records calls, we don't want to give them two notifications saying calls.

Yeah, exactly.

Yeah.

I don't know if San Antonio.

Let me call. Let me call. Let me call right now.

Let me, please.

For the parts department, press 3. For all other inquiries, press 0. Please stay on the line while your call is transferred to the operator. No.

All right, now it is up to you. Texas, I believe, is a one party state where only one party on the call has to know that the calls are being recorded. But it's up to you if you want to give them a message or not.

No, I guess not. We don't, we don't need that message.

Okay.

Now what I did is I press the space bar. If you ever want to change it back and add the message in, you can just backspace and it will have the default or you can type in what you want to say. Just don't get too wordy.

Right.

Okay.

All right. All right. And I'm going to test the number. So let me refresh on my end. It. Hello.

I'm just testing the phone line to.

Make sure that it's working.

Okay, thank you very much.

Have a great day. Bye. All right, so that's working.

And you'll be able to see the recording on the contacts record.

So if we go back here, you go to contacts. So we have.

I called you from your number, so you'll be able to play back the recording. And this, this, since it's an outbound call, it record. Recorded it here as well as here. Okay. You can play back recordings. You could speed it up. You can download it if you Choose. You don't necessarily have to because call recordings don't have a storage limit and they don't expire.

Okay. All right, so that is taken care of. Let's go back to numbers and let's.

Get a verified caller ID.

And.

Ooh.

All right, we will forward that to them in a minute.

So let me, I'll, I'll set that here. Right. And for you, I need to, we.

Need to set this to a.

This.

Is why we do a mobile number on a test because we do a verified caller ID here that is separate from the other one. The other one is a, an official caller id, whereas this one allows you to say what you want to, what you want to show up as, but it's, it doesn't have like the verification on it. All right, so let's, I'm going to send this to your mobile just to get the verified caller ID and then we'll switch it back to the main line.

Okay.

What is your mobile number again please?

956-607-0734.

Okay. And go ahead and save this. Okay. Verify caller id.

Okay, so what's going to happen is it's going to call your number. You're going to have to key in the number on the screen when they prompt you.

Oh, I see. Hello.

Please enter your 6 digit validation code. You have successfully validated your phone number. You May now use 1210-880-9102 for your caller ID on outgoing phone call. Goodbye. One second. What I'm going to do is on my end, I'm going to connect that with the phone number and then I'm going to change the phone number back. Edit and full calls to and caller id. Yes, save and. All right, now grab this and verify caller IDs and change this. So rather than a number will show as that. All right. And yes, that's changed back. Yes. All right. And for this I'm going to put.

Now this is internal.

Nobody gets to see this. Just going to put main.

That way if you add in any other numbers you can tell them apart. All right.

Let'S see what else.

What about our current database customers and our CRM on solutions? Can we transfer all those into here? Let's say if we want to do like a math text.

Okay.

Yes, absolutely. In fact, Joseph will show you how to, how to add in contacts one at a time as well as import via a sheet.

Okay.

All right. All right. Now.

Did I have you get the mobile app yet.

For the CRM? Yeah, yeah, I have it.

I Have it installed.

Okay, so you have the lead connector app and you logged into there?

Yes.

Okay. Yeah.

Make sure. It's going to kick you out if, when you change your, change your email and password.

So it didn't, it didn't log me out.

I'm shocked.

We're good.

All right.

Okay, we got the social media plan, Social Planner done.

Okay.

You can collect, you can collect leads from your website using a chat widget.

Now let's see what your, what your site has on it currently. If you're using.

What'd you say you were using? Dealer.com.

Dealer.Com.

Yeah. Okay.

They may already have a chat widget on there, which you don't want to have.

Multiple.

Yeah, you already have a chat widget, so we don't have to worry about that.

All right, we're good with that.

And now did you get the login for TikTok?

Not yet.

Okay.

All right.

When you do, the integration is fairly simple. So this is for the lead generation ads. You would connect this and it would just ask for your username, password and then you connect that here. And then if you go, click on, go back to the main, the main sidebar, you go to marketing and Social Planner and then click on the gear icon here and you can add in other social media accounts here. So for TikTok, just click on Add New TikTok Profile and it would ask you for your login information again.

So as far as the. Okay, okay.

All right. Okay. All right.

And that is it for our tech setup for today. I will get you those DNS records that you need to send to your tech.

Okay, and so what are those DNS records do? What is that for?

Okay, so what it allows, what it allows you to do is set up a domain that you would use for landing pages and then the other set is going to be for setting up. Well, actually, no, you don't have, you don't have to worry about that because.

It'S a different service.

So yeah, it's just going to be for the domain and actually you can get that here.

So if we go to where is business profile, where's your website? So it's going to be here and.

Usually set up go or get.

So we'll say go dot and what.

You'Re going to do is.

You'Re going.

To give them your web person, you're going to tell them you need a C name added. The host is go and the value is flash.funnels. i will send you that.

Okay.

Actually, if you, if you open up a notepad. I can add it right now and.

You can give it to them. It. And what do they call that? Is that a destination or. What's the site at? Required value. That's it. Okay.

Oh, I see. This is. This is just for tracking purposes.

Well, what it allows you to do is you can set up landing pages within the system, but we need a domain to attach them to.

Oh, live.

I see, I see.

All right.

And just give that to your tech person, and they should be able to.

Get that set up.

I just took a picture. I'll say I have it forwarded to them right now.

Okay, Perfect.

Okay.

All right.

There you go.

All right.

For the tech setup.

Okay.

And you are all set for the training for Monday.

Okay. Excellent. Rob. Thank you.

All right.

It was great working with you gentlemen. You have a great day.

You too.

Thank you.

I will send you a copy, a link to the recording in a little bit.

Okay. All right, bye.