Mary's setup checklist

You'll have an email from HypnoLeadFlo titled "Activate Your Account", sent to marbat1@gmail.com.

Click the link and set a password straight away, as the link only works once. Please don't use "Sign in with Google", since the phone app needs a password. After that, you log in here: https://app.hypnoleadflo.com/

Video: https://www.loom.com/share/a5f2c0b67693405e844d884c9eb307a4

Is marbat1@gmail.com the best email for your account and your new lead alerts? If you'd rather use mary@metrohypnosiscenter.com, just reply and let me know.

I've set up your Google Ads account. Google has emailed an invitation from HypnoLeadFlo to marbat1@gmail.com.

Click Accept in that email, or open Google Ads and accept it from the notification bell: https://ads.google.com/

Video: https://www.loom.com/share/16a3e3314d134dc3b8354c241c5c79e6

While you're in Google Ads, please add a backup payment card, and if Google asks you to verify, use your own mobile number.

So leads can only book times you're free.

Open this page, connect your Google Calendar and tick "check for conflicts", then connect your Zoom: https://app.hypnoleadflo.com/v2/location/MbdVJGgFMdFv9Z9huq0S/settings/calendars/connections-new

Your weekly hours are already set, so please leave those as they are.

Video: https://www.loom.com/share/f2d0eda339bd4ec5ae41d1e3b33c7ca6

Once you've logged in, open this link and add your card details: https://app.hypnoleadflo.com/v2/location/MbdVJGgFMdFv9Z9huq0S/settings/company-billing/billing

This only covers the texts and emails that go out to your leads automatically. It's pay as you go, usually around $10 to $15 a month, and only goes up as you get more leads.

Here's your link back in: https://start.hypnoleadflo.com/client-intake?r=7b4b7084-2ad1-41bc-814d-025a31a972fe

The last few things I need are:

1. Your Google reviews: your review link, how many reviews you have, and one written review you're happy for me to use
2. Any client testimonial videos
3. Your brand colours
4. Your free gift recording "Pause In The Day For Calm" (the file uploaded there is your voicemail greeting)
5. Your business EIN, which US phone carriers need before I can register your business texting number

If you'd like to manage your CRM on the go, search "LeadConnector" in the App Store or Google Play and log in with the same email and password.

You'll get your new lead alerts by email and text either way.

Steps: https://start.hypnoleadflo.com/training-hub