Welcome to your Onboarding sign up! These trainings consist of high level knowledge about setting up FreedomSoft and utilizing its many features.
Below are the 7 LIVE sessions we offer every week. You can go through these in order or pick and choose the topics that you want to learn about. If none of the time slots work for you, click HERE to view our library of Onboarding Content.
Session 1: Quick Start Guide - Part 1
Mondays at 4pm EST - CLICK HERE
This session is designed to kick off your first 24-48 hours in FreedomSoft.
The goal of this session is to help you start to set up and navigate the software and move you towards success.
- FreedomSoft Navigation
- FreedomSoft Smart Search
- Account & Company Profile Setup
- Customizing System Settings
- Custom Fields & Templates
- Document Generator
Session 2: Quick Start Guide - Part 2
Tuesdays at 4pm EST - CLICK HERE
Part 2 picks up right where Part 1 left off.
The goal of this session is to show you how to manage and communicate with your Prospects and Leads to get deals.
Leave this session fully set up and ready to start crushing it with FreedomSoft.
- The Perfect Pipeline Setup
- FreedomSoft's Internal Phone System
- Phone Number Setup and Preferences
- Custom Phone Call Automation
- Linking Phone Numbers to Campaigns
Extra: Getting Started & List Building w/ Rob
Tuesdays & Thursdays - CLICK HERE
- Why using Sub Lists & a Master List are critical to success
- 5 "motivated seller short-cuts" using the Lead Finder LIST WIZARD
- 3 ways to use tagging and groups for auto-follow-up & 100% organization
- How Zip Finder & the "Honey Hole Method" = FAST FLIPS
- 2 super ninja tricks to building your buyers list (so good)
Extra: Lead Management & Best Practices w/ Rob
Wednesdays & Fridays - CLICK HERE
Ever wondered how Rob and everyone else here at FreedomSoft utilizes the software? Register above to listen in on how to best manage your leads and utilize some awesome tools inside of your account.
Session 3: Building Killer Prospect & Lead Lists
Wednesdays at 4pm EST - CLICK HERE
The goal of this session is to show you how to take full advantage of FreedomSoft's built in, nationwide public records data.
Would you like to know our #1 List for closing deals over the last 25 years? Sign up and we'll show you.
- Build Prospect & Lead Lists using Lead Finder
- Tap into over 118 Million Property Records Nationwide
- Import & Upload Active Lists
Session 4: Create and Launch Your Marketing Campaigns
Thursdays at 4pm EST - CLICK HERE
The goal of Session 4 then is to help you launch your marketing.
Remember back to Step 1 of our Playbook, "Who am I marketing to today?" This session will show you exactly how to answer that question.
- SMS Broadcasts
- Built in Skip Tracing
- Direct Mail Marketing
- Click to Call Dialer (Cold Calling)
Session 5 - Maximizing Deals From Your Leads
Fridays at 4pm EST - CLICK HERE
With marketing now out the door, it's time to start capturing, organizing and following up with your inbound lead to get deals.
The goal of Session 5 is to show you how to maximize deals and profits from the leads you are now generating.
- Lead Management
- Workflow Automation
- Create and Use Custom Statuses
- Built-in Follow up