Should you have specific questions not answered in the onboarding videos below or in our FAQ video library, please reach out to Matt Chilleri via email ([email protected]) or phone/text at 860-271-1817.
In this video, we welcome you to the platform and explain the importance of going through all the onboarding video's so you're ready to go when we launch your campaign.
In this video Matt will walk you through accessing your platform and how to navigate the dashboard and the settings tab. The url you will use to login is: https://app.lifeagentlaunch.com. Your username and email is in the welcome email you received.
In this video Matt will walk you through integrating/syncing your Google Calendar, setting your availability inside your CRM calendar and review some of the calendar/appointment settings.
In this video Matt walks you through how to schedule appointments in your CRM calendar.
In this video Matt walks you through how to navigate the contacts tab, how to search for contacts, and where you will all the relevant info on your leads.
In this video Matt walks you through the conversations tab and how to manage conversations with your leads inside the crm. You can also manage conversations on your phone via Lead Connector app if you so choose. Search the app store for Lead Connector, download it and login with your crm credentials.
In this video Matt walks you through the opportunities tab and how to disposition your leads. He also covers some of the triggers and actions that will occur when moving leads to certain opportunity stages.
In this video Matt walks you through your phone settings, how your call forwarding is set up, and why you should save your crm number (the number sending texts) as vet lead.
In this video Matt walks you through how the various automations and workflows are structured as well as the objective and associated call to action of each workflow.
In this video Matt walks you through what to expect when your campaign launches, how you'll be billed from Facebook, and how your daily budget and billing threshold works.
If you need to make budget adjustments to your campaign, add states, need additional support, or have questions you can't find answers to in the onboarding videos or FAQ video library, contact Matt directly via email at [email protected] or text at 860-271-1817
In this video Matt covers the details of the VA Life campaign.
Zoom Training 1: Understanding Veteran Life Insurance Options, VA Life, and what the VA Covers
Here are links to all the resources mentioned in the training:
Burial Allowance: https://www.va.gov/burials-memorials/veterans-burial-allowance/
VA Life- https://www.va.gov/life-insurance/options-eligibility/valife/
VGLI- https://www.va.gov/life-insurance/options-eligibility/vgli/
S-DVI- https://www.va.gov/life-insurance/options-eligibility/s-dvi/
Life Insurance for Vets- https://lifeinsuranceforvets.com/
Zoom Training 2: How to Approach VET FEX Leads and Tips for Maximizing Sales
Script for Scheduled Appointments
*Please note all the scripts above are read only files. If you'd like to tweak or make adjustments, please just make a copy and edit whatever you would like