BETTER AUTOMATE RESOURCES CENTER

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Coaching Session Schedule

M, W, F @ 8pm PST / 11am EST / 12am Manila

  • MONDAYS - The Basics of the Better Automate Software

The purpose of this coaching session is to help advisors that are just getting started or have little to no experience with digital marketing and/ or computer software experience.

  • WEDNESDAYS - Build Your Brand and Shape Your Message

The purpose of this coaching session is to help those advisors who have not yet completed the branding process by defining their founders story, ideal audience, and unique sales proposition.

  • FRIDAYS - Marketing Campaign Deployment

The purpose of this coaching session is for advisors that have completed the onboarding process and are currently deploying weekly social media, lead nurture & lead capture campaigns.

REMINDERS:

**Follow-up campaigns are NOT included. These are considered as a NEW and SEPARATE campaign.

**You can swap out a marketing campaign for the equivalent of website pages.

ALL ADVISOR ARE REQUIRED TO:

  • Provide all content (email, website, etc.)

    • Test all of the VAS' works

  • Give a final written approval before launching anything - this needs to be sent on the WhatsApp channel

    • Give us a 2-week notice for any campaign requests

    • Give us a 30-day notice for VA Services cancellation

  • Read and understand the Advisor-VA Terms & Agreement posted on our website - Click Here

GET HELP WITH YOUR ONBOARDING SET UP

ADDITIONAL TOOLS & RESOURCES

Learn how to setup a personalized Twilio number for your Better Automate account.


Learn how to create a truly multi-channel sales pipeline. to increase LinkedIn connection


Learn how automate campaigns in Better Automate and Meet Alfred through Webhooks by Zapier.

Learn how to create voicemail drop on your campaign, in at least two different methods.


Learn the advanced strategy on what to post on your social media accounts


Helpful apps and platforms for your email campaigns, SEO, and website

Free Resources

Financial Advisor Lead Generation Resources

ONBOARDING CHECKLIST MASTER COPY

Email us: support@advisormarketinghub.com

Meet with Rob: www.schedulewithrob.com

Meet with the AMH Team: www.amhsupport.com