Get Started with Your New CRM

This onboarding process will help you get set up with your new CRM and learn how to use it. It is divided into two parts:

1. Pre-onboarding survey: This survey will collect some basic information about you and your business. This information will be used to set up your CRM.

2. Blueprint Call: This is a slight change from the video. Schedule your Blueprint call at least 7 days out from today. You will want to have completed your tech and overview call prior to the Blueprint call.

3. Tech Call: Book this call for as soon as possible. Make sure you have access to your domain or hosting (typically Godaddy or similar) You will have to login so have your login info ready for this call.

4. Training Call: This call will be booked while you are on the Tech Call. When the above video was made too many people were no showing for the Tech Call and it caused problems when all 3 calls had been scheduled back to back.

5. 2 Forms To Complete: These 2 forms give us information to take care of all the settings that your new CRM asks about. This includes your branding information and information about your business.

  • Login to your account at app.time2gsd.com

  • In the Black Bar on the left at the bottom you will see the 2 links.

  • Click them and complete the forms

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