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This Mastering Your Tech call shows coaches how to use tags inside FBS to organize contacts, trigger automations, and create smarter follow-up. Britoni explains that tags work like labels, then walks through adding built-in tags, creating custom tags, filtering contacts by tag, saving smart lists, sending bulk emails, and using tags to start automations.
This Mastering Your Tech call explains how custom fields and custom values work inside FBS. Britoni shows how to create contact-specific custom fields, organize them into folders, use them in emails, and create global custom values that update reusable information across templates, websites, and campaigns.
This Mastering Your Tech call explains how to set up and use the phone number inside FBS. Bretone walks through calling, texting, voicemail, missed-call text back, AI agents, pricing, A2P approval, local number selection, toll-free options, number porting, and using the power dialer to work through prospecting calls more efficiently.
This Mastering Your Tech training shows coaches how to import contacts into FBS using a CSV file. Courtney walks through downloading the sample file, preparing the spreadsheet, mapping fields, creating custom fields, applying tags, creating smart lists, confirming consent, and verifying that imported contacts appear correctly in the system.
This Mastering Your Tech training shows coaches how to customize the built-in FBS nurture campaign emails. Courtney walks through where the email templates live, how they are organized by month and week, how to edit and test a message, and how to add contacts to the campaign using the “add to nurture” tag.
This Mastering Your Tech call shows coaches how to organize contacts using Smart Lists inside FBS. Coaches learn how to filter contacts by phone number, tag, industry, area code, and other criteria, then use those segments for targeted email, SMS, nurture campaigns, and follow-up.
Want to know what is actually working inside FBS? This Mastering Your Tech call shows coaches how to use analytics to track funnel views, opt-ins, sales, QR code scans, traffic sources, device activity, forms, surveys, and more so they can make smarter decisions with their marketing and follow-up.
Need a better way to track your leads and follow-ups? This Mastering Your Tech call shows coaches how to use FBS Opportunities, pre-built pipelines, and custom outreach pipelines to see exactly where every prospect stands and what action needs to happen next.
This call walks you step-by-step through building a high-converting funnel inside the Focused Business Suite (FBS), covering everything from page setup to automations. Coaches will learn how to create a seamless booking experience that turns visitors into leads.