Course curriculum

  • 1

    Starting the Right Mindset

    • Our systems are a reflection of us, so it's vitally important you start this program with the RIGHT mindset!

  • 2

    Systems Thinking

    • Discover how you can think more in systems to grow your agency past its current and future bottlenecks.

  • 3

    GoHighLevel / GrowthXpress Core Trainings (CRM)

    • Detailed GHL Training Overview Part 1

    • Detailed GHL Training Overview Part 2

    • Setting Up Stripe + SaaS Rebilling with Twilio & GHL

    • Installing the Chat Widget on Wordpress Site

    • Database Reactivation (DBRx) Set-Up Example

    • Building a GHL Snapshot

    • Adding Twilio Numbers to Registration List (Additional Numbers)

  • 4

    Quality Assurance - GX Campaigns (CRM)

    • Setting Up Review Campaigns

    • Setting Up a Dental Emergency Campaign

  • 5

    Quality Assurance of New Client Builds (CRM)

    • Brooklyn Smiles - QA 2022

  • 6

    Building GrowthXpress Campaigns (CRM)

    • Setting Up Stripe in SaaS Rebilling

    • Setting Up a Custom Build Between GHL Accounts Part 1 (Strategy)

    • Setting Up a Custom Build Between GHL Accounts Part 1 (Implementing)

    • Cloning Funnels & Doing a Small Custom Build - Abadin Dental

    • Editing a Funnel from Snapshot with Assets

    • Preparing for a Database Reactivation (DBRx) Part 1

    • Setting Up a New Dental Implant Funnel with Split Test from Two Accounts

    • Customizing a New Funnel from Shared Snapshot

  • 7

    GHL / GrowthXpress Tagging System

    • Detailed Walkthrough & Explanation of Tagging System & Back Ups

    • How to use GHL API V1 on Make

  • 8

    Initial Build SOP in GrowthXpress for New Client

    • Initial Build SOP in GrowthXpress for Dental Client - Dr. Correa

    • Initial Build SOP in GrowthXpress for Vein/Medical Client -Minnesota Vein Center

    • Initial Account Build (Dental) - Advanced Digital Orthodontics

    • Initial Build with Brad & Gael - Part 1 - SkYn by Moore

    • Initial Build with Brad & Gael - Part 2 - SkYn by Moore

    • Initial Build with Brad, Gael, Theo & Xavier - Dr. Do Houston

  • 9

    Setting Up Stripe and SaaS in GX (CRM)

    • Setting Up Stripe and SaaS in GX

  • 10

    Hiring & Recruitment GX (CRM)

    • Setting Up a New CG Job Inside AGT Sub Account (Engineering)

    • Disconnecting Team Members from Agency Assets

  • 11

    Setting Up Eliza (Call System from GHL)

    • Setting Up Eliza Triggers Part 1

    • Setting Up Eliza for Your Agency (Detailed Walkthrough)

  • 12

    Setting Up Vonage (Communication System)

    • Adding a Call Queue Example 1

    • Setting Up a Call Only Vonage & Eliza Client (Part 1)

    • Adding a Call Queue Example 2

  • 13

    Client ABC Service Setup

    • Client ABC Setup

    • ABC Setup for Accounts

  • 14

    Zapier & Make (Integromat)

    • How to Create Slack Notification from Google Sheet Automation in Make (Integromat)

    • Connecting Whatconverts & GX in Zapier

    • Email Scraping Automation

  • 15

    Monday.com (Project Management Software)

    • Project Management Fundamentals Part 1

    • Freshdesk Events -> Update Monday Board

  • 16

    Miscellaneous Items

    • Setting Up Domain from GoDaddy to GSuite for Client

    • Changing nameservers of Google Domain & DNS Settings

    • Delegating Access from Client - Google Domains

    • Delegating Access from Client - GoDaddy Domains

    • Setting Up a SiteGround Website (FULL)

    • Creating a staging environment for Client Website and installing Elementor

    • Migrate Google Sheets data to Google Big Query

    • Creating a snapshot and pushing it into a subaccount

    • Adding Badges (Custom HTML) to ClinicGrower Website

    • Setting Up Subdomains in GHL / GX for Sub Accounts

  • 17

    KPI Dashboard (Google Sheets)

    • KPI Dashboard Overview

  • 18

    Google Looker Studio

    • Looker Studio Overview + Connecting Google Sheets

  • 19

    Twilio Registration

    • A2P 10DLC Registration Process

  • 20

    Google Analytics

    • how to Set Up Google Analytics

    • Setting Up Landing Page Naming Conventions

    • Setting Up GA, GTM and Microsoft Clarity for New Clients

  • 21

    Microsoft Clarity

    • Setting Up Microsoft Clarity

  • 22

    Automation

    • Client Assets Notification Automation

    • GX Agent Booked > ABC Booking Automation

    • Run Agents Booked By Field Automation

  • 23

    CVR

    • New CVR Location (2023)

    • New CVR Location (2023) - Spanish

  • 24

    Google Sheets

    • Google Sheets COUNTIFS Formula

    • Google Sheets SUMIFS Formula

    • Google Sheets IMPORTRANGE and QUERY function

    • Adding Tags to TR006 Report Dropdown

  • 25

    Registration Process

    • A2P 10DLC Registration Process

  • 26

    Websites & Chat Widgets

    • Web Dev - Website Forms, Automations & Chat Widget