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  • Effortless Setup for Your Lead to Client Wizard Account

Effortless Setup for Your Lead to Client Wizard Account

Skip the tech stress. We custom-build your whole system for you so it’s ready to launch fast—done right, done quickly, done for you.
Academy
  • Last updated Dec 01, 2025
  • English (Canada)
  • General Audiences - suitable for all ages

What you'll learn

Perfect — here is a clean bullet list of what they get when we set up their system based exactly on the 6 steps shown in your graphic (Steps 1–6 on the top two rows):


✔ Your Done-For-You Setup 

  • 1. Lead Capture Page Installed (Step 1)
    We add your ready-made Lead Capture Page to your account so you can collect leads anywhere — website, social media, QR codes, email, text… everything is already built and plugged in.

  • 2. Opt-In & CRM Connection Activated (Step 2)
    We connect your form so every lead is added to your CRM automatically, tagged properly, and placed into the correct pipeline — no tech work needed.

  • 3. Automated Nurture Emails Turned On (Step 3)
    We activate your warm-up email sequence so new leads instantly start receiving helpful, trust-building messages without you writing or scheduling anything.

  • 4. Call-Booking System Installed (Step 4)
    Your “Book Your Call” button is connected to your built-in booking calendar so leads can see your availability, schedule a time, and receive an instant confirmation.

  • 5. Reminder Emails Setup (Step 5)
    We turn on the automated reminders — confirmation, 24-hour reminder, 2-hour reminder, and (optional) 10-minute reminder — to reduce no-shows.

  • 6. Pipeline Stage for ‘Have the Call’ Configured (Step 6)
    We set up the pipeline stage for your call so you can easily track outcomes, move leads forward, and keep everything organized inside your CRM.

 

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Content

Prepare information needed to setup your account. Upload branding documents and files.

Requirements

Purchase of the Lead to Client Wizard Subscription

Creator

Jenny Rice
@jenny_rice Course Design Expert - 20 years +
  • 135 Learners
  • 11 Courses
  • 5.0

Course Design Expert - 20 years +

Effortless Setup for Your Lead to Client Wizard Account
$50.00
QV: 50 SV: 13

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  • Learners0
  • Sections1
  • Lessons2
  • Skill LevelBasic
  • Language English (Canada)
  • Certificate No
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