Orientation
These tutorials provide a comprehensive overview
of the Client Informatics platform.
System Demonstration
This is the system demonstration you should have viewed when you signed up for the Client Informatics system. Hopefully this video demonstration helped you decide to invest in your business with the many features and capabilities we offer.
We wanted to make sure this video was easily available in the event you wanted to go back and review.
Launchpad & Phone Setup
The steps you see in this video show you how to get your account integrated and ready for you to make the most of the Client Informatics system! Integrate and connect as many social media accounts as you can so the software can work its magic! We also recommend choosing a phone number so you can communicate with customers from our unifed inbox and through automation!
Integrations
Integrating Google and Facebook for marketing purposes can help your business in many different ways! Connecting your marketing to our automation feature will skyrocket your conversions.
Contacts & Conversations
Importing your current contact list or building a contact list from scratch is very underrated in business. Text message marketing is only becoming more popular over time.
Website Builder
Learning to use the website builder makes it possible for you or a member of your team to stay on top of website updates.
Automated Forms
Automated Forms allow your website to not only bring in more leads, but to convert those leads to sales at a much higher rate. Every website should have automated forms!
Automation & Workflows
Automation is where the industry and the future of all business is headed. Automating your business is the number one way to manage time and money significantly better. Scaling becomes a breeze when you implement automation!
Text & Email Templates Plus Reviews
Templates allow you to follow up with ease after the automation has done its work. Setting up templates for messages that you send often are vital when trying to manage time!
Mobile App Tutorial
Download Lead Connector app on your mobile phone.
CONNECT
Reach out to us!