Let’s get you set up!
Click any item below to see a help video about that topic.
Most are just a few minutes.
This process is best done in order without skipping steps.
- Start Simple: Add a basic Contacts Form to your website
- If using WordPress, use the free plugin
- If not using WordPress, see installation options.
- Add an Autoresponder + Maximize Lead Capture & List Growth
- Create some lead capture forms – popups, free reports, etc.
- Setup Swift Cloud company and dealtypes
- Setup Swift Marketing intake list
- Setup a “here’s what I do” campaign sequence
- Fulfill the free reports with an Intake Campaign
- Convert Leads to Clients with an a full detail form for clients to Apply Online or Buy Online
- Setup an advanced form that feeds into Swift CRM for full applications or consultations.
- Setup a Helpdesk / Support Ticket System / Save Time & Improve Customer Service
- Generate the helpdesk form
- Install the wordpress plugin
- Success Habits
- The most powerful software in the world is worthless if not used. Tips for maximizing results, your Return On Investment, and making success a habit.
- Replace Paperwork Forms & Mail Merge Fields
- Generate documents in SwiftCloud to be filled
- Create a corresponding form