 how much I can see everything just fine yeah thank you man we're right on man sorry about that bro I had to help my little daughter in the car my wife was taken off and we're on the third floor so now we got a freaking I gotta walk like damn near a half a mile it feels like just to go put her in the damn car yeah I feel yeah we at home with a couple kids yeah I have a two-year-old and a two-month three-month-old so how do you do it I finally meet my match you do it bro that's my age group and I'm about to jump third floor man yeah my daughter's gonna be two my daughter's gonna be two in it in like two weeks and then my little boy he just turned one month and three bro thank you man it's freaking Ward War three it's driving us crazy bro my wife and I are about to freaking shoot each other and dude it's just I don't I don't I don't know bro like I'm having such a hard time it's not even funny dude yeah and yeah it's both of us are working are at home together and you know it's just boom bam right wow so how do you get work done do you literally lock yourself in the room or do you yeah I lock myself up in a room and shut the door and Catherine's a school teacher so she has a summer off so she's lucky enough to she during the day will take kids and let me work so yeah but that's the only way how old is your youngest he is just like turn three months old so dude we're right there then bro we're right there wow didn't you have a son and a daughter correct yeah dude bro that's exactly where I'm at right now right yeah so just like oh great way to try to work from home and start a business right at the dude challenging man yeah because just the human nature in me like I every time I hear the baby cry or and it started with my daughter to tell you the truth it started with her she's gonna be to and so like yeah man my wife has been stay at home for the last couple years and anytime I would hear my daughter cry I'd go out just to go help you know so that kind of threw me off my work schedule and then now we have this nut this new moon this new baby and I'm doing the same thing but now it's like both of them crying at the same time and I'm like catching myself I'm like dude where did the day go like the day just flew by and I get shit done like like yeah like it's not it's not cool like and this has been a struggle for my my wife and I man like a real struggle bro yeah struggle yeah it's it's tough because we'll try to we'll try to do a schedule and team up and I'll say you know I'll give you time in the morning and then then we'll switch off and then you'll give me time at this part of the day and but yeah you can't have like the same work schedule it's the try to just have her do this day-home mom thing take care of the kids but with the age group that they're at and normally they'd be at daycare so you know she's got to get some work done to so you got to team up and definitely a lot a lot less done just kind of you know focus on the on making small progress not not as much progress as you'd want but mm-hmm making some progress like I've been doing lots of social media stuff and I've been eager to launch and been watching your videos and taking small steps and learning patience for sure through the good bro let me go to and share your screen share your screen so I can kind of walk you through and kind of get you familiar to the to the cartridge platform do you see a green button below my board let's just do share see are you perfect there we go so this is you can see my wedding photo right here awesome right on bro okay so you look like a kid right there dude yeah that's like I'm what 23 24 wow right now time goes fast all right I'll go to here so here's my I don't know we want to see here's my cartridge and here is this I didn't want to go first but I got into cartridge I did a little goofing around on it and I made a form perfect I made a landing or a thank you page mm-hmm so I didn't get into actually I said I didn't know how to take the form and put it on a page and take that page live and then actually put it into an ad so I didn't I didn't put it into an ad yet because I didn't know how to put that into Facebook but okay perfect man so then here's where you kind of want to start is click on my pages real quick and what I normally do also is I'll have I'll have multiple tabs open so I'll have one for my pages and then I'll I'll right click I'll hover over my forms like actually yeah save this one what you always want to do is save progress yeah that this is saved okay cool always make sure you save progress publish live and then return a dashboard so there's actually I think you can go straight to publish live but I always say progress publish live and then return a dashboard okay so go back to it real quick just to kind of get in actually yeah I think you closed it it's all good we'll go back to it but what I normally do is I'll have a I'll have up my communications so click on my communications that's your email auto responder so normally I'll have a tab open for that and then I'll hover over my pages right click open in a new tab and I'll just have that open in a new tab because as I'm in my communications and working let's just say for example working on an email sequence and let's say I want to I want to take those I want to take a page and link it inside of my email if I didn't have another tab open I'd have to hit the back button I'd have to get out of my communications go to my pages and then come back to my communications which is a pin in the ass so I'll normally have up just a handful of tabs so I don't have to go back and forth that makes sense yeah I mean yeah so communications this is pages perfect and then and then also my calendar I'll have that already saved in a bookmark so I'll have it at the top because that's my main calendar I'll use that calendar for actually everything so I'll end up just bookmarking that calendar once you create it you'll bookmark you'll have a link and then you'll just bookmark it but because in emails my whole objective is to there's two things I try to do in an email is I'll educate them obviously you know whatever they opted in for if they're often often in for a free quote maybe over the next five days I'm educating them on what it what it all consists of right like you know the whole you know your sales process right break that down via a handful of emails and that's your email auto responder that's what I would do like I would I would educate them so if I'm educating them through that upfront video on Facebook and I'm telling them to click now they're going to my landing page and often in I'm going to educate them on what to expect next through a handful of emails and in those emails again I'm educating them maybe a you know a few sentences nothing crazy educating them but there's there's really there's really two things I'm trying to get them to do I'm either trying to get them to click and that click is going to be a page that's why I have my pages open in a separate tab because that click what I do is I set up a handful of pages and on those pages are videos just like that one so for example email number one it could be hey hey John thanks for filling out our form yesterday just wanted to follow up let's say this is someone you haven't got a hold of let's say they haven't let's say they didn't schedule appointment up front they did not leave their phone number so now they're just inquiring for basic information thinking that they can just submit it and get a quote there's still a handful of emails that we want to communicate with them with right there's and that's nurturing that list so that first email it could go out let's say tomorrow let's say one goes out instantly but then the other the next one which is the sequence the auto responder that goes out tomorrow in those handful of emails that are going to go out tomorrow the next day the next day the next day the two things I'm trying to do is have them click and they end up going to another page where it's me on video teaching them something else staying on topic right staying on topic but just educating them even more now you can do that via text in an email but I would take it a step further which is what I do I would take it a step further and and write out a basic email but then hey hey John and by the way click here to watch my latest video on me talking about the killer watch and all this other random stuff right and they click they go to a cartridge page and it's you on video it could be a one minute video short video but it's the fact that it's Brian on video that's email number two for example and so on that page let's say for example yeah perfect see imagine those imagine video videos like this but all through your email series yeah so this is the thank you page email just saying thank you so I'll just keep adding videos to my mm-hmm in that thank you video there's a few things you want to touch on okay number one obviously you're thanking them obviously number two you're introducing yourself number three you're telling them to check their emails that's okay let's see it let's let's see I don't know if you're gonna be able to hear this go for it no you can't hear it not at all turn it's okay is there way that actually your headphones are plugged in yeah that's that's perfect right there man I can already tell it's perfect but but but let's see if you touched on the four things number one obviously thanking them number two introducing yourself little background on you nothing crazy just a little background and then number three telling them to check their emails number one email I just sent you an email right I just sent that welcome email so check your email but but also make sure you check your emails over the next few days because I have a ton of great value coming your way yeah so now now that's number three so now I'm telling them I'm programming them to expect my emails because I'm gonna be teaching them a bunch of stuff and then number four I'm trying to get them to schedule a call so right when they click on that right when they say that thank you video it's me at the end of it with the call to action hey and by the way if you'd like to schedule a call now click the link below it'll take you straight to my calendar where you can schedule your best time can't wait to talk to you yeah so so that would that would all go on a thank you video but again not everyone's gonna gonna schedule a call that bass so again the emails the emails email number two and on should be another short video of you that video is on a cartridge page and then and it's a basic page and on that page below the video is a button to click to go to your calendar it's all about getting them on the phone so I want to educate them via video and then boom click the link below and that's the call to action at at the end of all of my email videos hey and by the way guys I'd love to talk to you click the link below take you straight to my calendar you know I mean so so you in video via email would be crazy powerful as well so it all starts it all starts with with the list obviously the list let's go to create a list real quick let's create a list and this and we'll just keep it simple on this one funnel we'll just build out this one funnel real quick so name it whatever you want often leads try yeah try yeah try and solar often leads or leads or whatever makes sense you know for you and then that description do you know what that is no whenever a person goes and unsubscribes like even you like if you pull up your email box right now you probably got a bunch of junk mail probably spam mail when you whenever you go to the bottom of that email to unsubscribe they normally remind you of what that list was and what it is so it'll be a short you know one sentence you know of the name of the list that you're subscribed to so in this description I'll just put thank you for inquiring or thank you for your interest in solar or just reminding them that is that that it's something that they inquired on thank you for inquiring or thank you for your interest perfect perfect cool okay so next okay so this is the list so this is the and then back to list back to list and then next so each funnel and and just just looking at the basics of it landing page thank you page list sequence and then the calendar and then the thank you page the thank you for scheduling page if if and when they schedule an appointment from the calendar so there's three pages landing page thank you page thank you for scheduling page okay and then the list it's one list actually you know what it's two lists so let's create one more list let's create a second list and this is going to be for scheduled appointments so anyone that hits that calendar they're going to land on this list and it's good to have them on a list because you obviously want to be able to segment these people and know that okay these people schedule an appointment these people have not so when you go out there and run you know send out a future email you'll you'll hit the right list thank you for thank you for scheduling a call or thank you for scheduling your appointment or thank you for yeah something like that thank you for scheduling your appointment with try on solar perfect awesome cool so that's the list for the opt-in that's the list for the calendar and then now real quick we might as well there you go next okay cool so we might as well just set up a quick at least just a layout I'll show you how how you laid out and then you could just go in and write it out but let's set up let's set up the actual sequence the actual email autoresponder okay so I don't know do we go into here go ahead and hover over communications at the top and then click on sequences to the right actually no not the one up above in the middle okay up here yeah sequences and let me explain that real quick this part the broadcast actually let me start with the sequence the sequence is going to be the email autoresponder so the moment they opt in they're going to receive a handful of emails after that that's what we're going to set up right here now let's say we set up five emails five emails are going out every other day if that lead is still in the sequence and they're on day three for example or if that lead has already ended and this and they're now they're now on day 10 and they you know was an email series of five emails and they're already way past that now whenever you want to throw out throw out one single email that's broadcast got it so if you guys have a crazy promotion or all of a sudden 12 months no payments like some crazy you know promotion that we want to put out you can broadcast you can send out a broadcast to a specific list or you could send out a broadcast to the entire lead lead database so that's broadcast but to automate everything we'll set up a handful of emails through the sequence and that's the the autoresponder so go ahead and click on the green button and you can name this the same as you named the actual list the opt-in list and then the same same public description as well bro are you closing deals over zoom are you are you actually in houses it's earlier in the pandemic it was like social distancing obviously now that it's been gotten worse over zoom and so been all been over zoom which is new for for us normally that was not how we did stuff here we just kind of did appointments man it's just different doing over zoom it's obviously it's harder but you know like you know it's just trying to evolve and be the best at it because everyone skipped in the same boat so mm-hmm you'll evolve dude you're you'll definitely start crushing it and this is this is just the way to get to a man I truly believe Facebook ads you could crush it man this right here a tutorial you could definitely go through this later but I'll just give you a huge you know crash course right now but read read through each one later just so you can kind of understand each each component of the actual builder but go ahead and start tutorial and then just hit next to kind of mess with me all right perfect okay cool so this word all starts a starting rule and the starting rule can start from many different places so for example the moment a person opts into a landing page that's the starting rule the moment someone buys a product a digital product but you're not going to be doing that that could be a starting rule so there's many different ways that a person that a lead can can can where we can track it here as starting rule but in your case it's going to be just straight opt-in so go ahead and click on that plus and then click on edit actually yeah right here so perfect so opt-in form select the opt-in form and that's the form so anyone who opts into this form receives these following emails got it okay so go ahead and click add and what I do also and click save so this right here it all this is this is where the welcome email you can put the welcome email the email that triggers right away you can have it trigger right away or you don't need an email to go out right away but totally up to you but but in most cases you know the moment you opt into something you receive something right away you can set up what's that think that's how I set it up yeah perfect did you set it up that way through the form yes perfect that's exactly what I was going to cover with you right now there's two ways you can do it you can set it up that welcome email through the form or you can have that first email go out here I did it through the form just because I was like well it wouldn't hurt you know I don't think it would hurt you get the video in it it could say immediately thank you and then you can have this come after I was like my as well well this can go out right away as well oh so we can set this next email to go out immediately which would be the welcome email but again it's just it's totally preference it's totally up to you that welcome can stay in the form that initial email and then and then tomorrow they're gonna receive another email and that can come from here alright okay so all you're gonna do is to the left now you'll start you'll you'll learn more about tags and automation and split and go to and wait like you'll start learning about learning more about that but just to just so I don't like overwhelm you with all this information keep it simple like just click that send an email to the left and just click it hold it down and drag it right below and this little lower little lower give it some right there so all we're gonna do is we're gonna build out our emails so this is email number two actually email number one is the welcome one so what I can do is I can wait a number of days so let's wait a number of days and that's why I'm saying so previously after or right after previous steps so they opt in and then right away they get that welcome email right so it could have been the welcome email could have been set here which is how I do it but it could totally stay in the form as well okay so in this case it's it's told it you know it's preference do you want to send them an email the next day do you want to wait a couple days I would like if you opt in what do you want to next day yeah right so I would I would send it out the next day for sure and and and either send one every day for the next five to seven days or send one every other day and maybe write out five to seven emails right and the and these are all again the objective is to get this to continue to educate them and also get them to schedule a call so that's the whole objective with these emails man so yeah wait wait one day and click on next and then this right here you can I leave that as default I don't choose hours so whatever time that person opted in one day later they're gonna receive it but if I messed with that time it would have kind of thrown it off next day email perfect okay so this email right here actually has to be a business email so do you have a business email I do I have it through SunSolarSolutions I have they've given me an email some email at SunSolarSolutions.com okay do you have do you have you don't have Brian I have I have I have try and solar but it's just a gmail account no that's totally fine but do you have do you have do you have try and solar.com I have try and solar.com I have try and solar as I've made a gmail account through try and solar do email but I do have try and solar.com I have through WordPress I could probably you know through WordPress you know set up my my an email a business whatever is easier for you like whatever is easier for you like could you email gmail no that cannot be a gmail right there but it can forward to a gmail for sure but right there it has to be Brian at whatever yeah gmail not gmail has to be I'm I well I could just could I do be Mitchell at SunSolarSolutions right now yeah for sure use that one and I can show you where we can where we can add that to the master list so you don't have to change it every time because if you don't you're gonna have to change it every email you send out perfect to hit next so as we're going through the steps here this is how you would create each email in this sequence so email number two email number three it's taking it's going through this exact process right here so here's what I normally do on in this case send if because sometimes a person will opt in especially if you're giving away something for free a free download a free gift card whatever the hell you're you're you're offering sometimes not all the time but it happens sometimes sometimes a person will opt in just to get whatever the heck you're you're offering and then they'll unsubscribe right so in this case what I do is I put send if subscribed so send if they're still subscribed so send if subscribed to that initial list so select list to the right and it'll be the trans solar perfect so as long as they're still subscribed you know because this is a day later they could have unsubscribed yesterday which is when they opted in you know I mean so hit add and then next perfect that's all we need there and then single email and then here goes your actual email and so as you as you build out this here's how I normally do this to really save you a lot of time and a lot of you know just headache what I normally do is I'll go because the way it's set right here it's basic it's in basic mode so this is for basic text right out of basic text that's a random basic email but what I do is I normally go into advanced so I can at least I don't want to get I don't want to get crazy crazy pretty with it like if you click on like for example click on that design templates and then click on full templates there's a bunch of different templates that you can you can work around so scroll down so this just saves you a ton of time dude like I didn't know about yeah man like you can you can grab a template you can drag it over or watch look at all of them or you can obviously build your own yeah so those are pretty cool cuz you can just it saves you a ton of time and then and then it all starts here or actually to tell you to that it all starts on your welcome email but it either or welcome email here it all starts with this first one because what I normally do is I'll grab a template or I'll build one a simple one and I don't I don't make it complex at all like that's the thing about emails like you don't want your email like some lot a lot of times these these templates are so they're too damn professional you know they're too corporate they're too freaking they're too they look too damn good right sometimes email that kind of backfires you know go to spam or that person would just think you're selling them some shit like yeah like I want a personal personal exactly I mean so I try to keep it as basic as possible so do you use full templates or do you usually just kind of edit and make it yeah I kind of just I kind of just create my own but but the main thing so if you scroll down you got headlines you got text you got content so you could take each part and just build your own and then and then once I build my own here's what I was trying to say once I build this first one I save as template to the bottom right don't do it now but once okay save as template and then I just have that template for email number three email number four and every email from that point on and and then whenever I create another email I'll use that same template and then just obviously you know edit the text but what really saves me the time is obviously the layout it keeps my branding consistent that's what you want as well as you start to build up your pages you want your colors to be consistent on these pages and on your emails you want the emails the template to be consistent right so yes that little detail to your brand is is super important and then also you want to add you want to add a footer so the very very bottom you can add a footer so if you go to the left you can go back and find find footers but the footers are really cool because it allows me to link my social media icons yeah so I use like that basic one at the top something clean you know I mean like something simple and clean take that drag that down and then there goes my okay copyrights I'll put try and solar and then boom I'll link up all those links right there I'll take it I'll take off the envelope because I don't know why the envelope is even there like no actually no not that ah yeah yeah I got I got you but just you gotta click on it click on just the envelope and then you can delete it from there there we go perfect so I'll link those and those are the only ones that they provide I don't know why they don't have the other icons but that's that's good enough but I'll link those I'll change that copyright put try on solar 2020 and then and then once I once I at least have this layout down I'll save as template and then just keep using that same one got it yeah yeah thank you this is it looks for sure and then and then put some type of subject for now the subject line just so we can save this and then move on and then also what I do a lot is I click on dynamic variables to the left so dynamic variables I always call them out by their first name just to get even more personal right like sometimes depending on I guess I guess depending on a level of respect or depending on who we're talking to we'll say mr. or mrs. I mean I'm sure you're on a lot of you know appointments where you're maybe addressing them by their last name but in there but in an email I kind of tend to just use their first name and I and and that's the the variable right there so you just copy that and then and then paste it wherever you want you can see the subject line you can paste it in the text in the body yeah you can hit that and then just paste it wherever you want actually you would you would are you on a PC Mac okay I don't know what your control on a PC is control V but on Mac what was it what did you press oh I just did it with my mouse but oh you're able to paste it with your mouse I can do a copy command C yeah it's command C so that I it's actually yeah better do it on your keyboard for sure yeah yeah command C on yours yeah gotcha okay yeah so putting their first name anywhere and everywhere dude all over the emails is you know personal I like that so very cool so what I would do is watch go to the bottom and just for the hell of it save it as a template okay and then and then we'll just use it for the next email but but once you do finalize that template meaning you put the icons you link the icons you change out that copyright save that one and then delete this one does that kind of make sense yes for example if you if you click on dynamic variables to the left upper left click on that and then click on design templates and then click on my favorites so it's gonna be right here but it's not linked right so the copyright still off so you don't want it you don't want to save in a bunch of old ones just get one master copy yeah right and then and then and then save it yeah cool just delete that from there so yeah so that's that dude that's um let's save this and then what we're gonna what we're gonna do is once we get out of this X out of that you're going to um go to the very very top hit next and then automations you'll learn more about automations later you don't that's not really right now at all but automations are everything everything everything everything but once you get the ball rolling once you start capturing leads you'll start learning about automations so click on create and then it'll bring you back over here where you have to activate it so you just click on the three dots or hover over the three dots down right where it says inactive there's those three dots to the right of inactive I got you right there no it's all good activate activate and then boom and then all you're gonna do is connect the half moon so the gray yeah right there connect it up don't drag it just connect the um just just try to hover over the the half moon the gray part sorry a little half circle oh yeah you're gonna keep grabbing it keeps grabbing that thing is that what I want to grab right there no no not the whole thing you want to draw you want try the top one try maybe underneath underneath the starting rules there we go uh connected to the to the half moon connected to the gray this whole thing is like I've never worked on a like it's a grid but I kind of get it you're like making a web of yes dude you're connecting yeah you're making a web and then hit that to the very very top that little those three bars or those hamburger whatever the hell you call it the very very top of your page very yeah right there hit that and that arranges it you could build it down or you can build it from left to right so if you click on that one to the right of it of that arrange click on that it gives you the horizontal view so you can build it out to the right or you can go down all right yeah so that's the first email you can always change what day you leave you send it out this one's you know set to go out the next day so from email number two three four and on man all you're gonna do is click send email drag it drop it and that's the next email that's this is cool yeah that's yeah dude yeah so this right here is super powerful man game changer bro just the email auto responder and then and then again just to kind of give you you know some ideas of that email as I as I mentioned earlier is get get a handful of videos made man get a handful of videos made educate me on the process educate me on the on the on the solar process from beginning to end that's what I would do man I would educate these leads that are coming in you know and do it in video form screen share like this if you need to and maybe maybe even start start you know start thinking of different or not even start thinking just start doing start doing next time you close your next deal bro like that video right there can easily be in your email this is about yes this is I clean my panels right and then we changed the we looked at the production changes and here's my CPA we did a chat about the chat how did to do the tax incentive and this is looking we do a dive into my bill and we talk about our bill looks like those are those are seven emails right those are six emails right there dude that's what I'm saying that video but it's not gonna link them to in fact shit I mean it can you can easily in that first email in every email you can easily add a button or hyperlink a word and say hey guys but or hey John like you put their first name right hey John check out this video I put on my Facebook page click here you're really gonna enjoy it and they click and it takes them straight to that video on Facebook but I can I can embed it in the whatever in the email if I put it have I uploaded directly to Cartra right and it wouldn't be you can but it wouldn't be embedded in the email okay you'd have to put it on a page so I do okay so I put it up put it on a page and then when I'm making my email I haven't done this yet but I could I could attach the page to the email yes let me let me show you an example let me let me give an example of I'm actually in a client's account right now but let me see if he has let me see if he has like what I'm referring to this is an idea for for you actually he doesn't have that's the thank you page okay let me just let me show you let me show you in my account actually you know what this is a perfect example of a of a different client of mine this is her whole email layout so as a as a lead gets to her funnel goes through her funnel these are the handful of emails that she sends them tell me stop sharing oh yeah yeah my bad I thought you were looking at my screen right now I can see what you're doing okay so this is an example so the email goes out she says click here to watch my newest video on negotiations and then boom they click from the email and they come to a page got it okay and and on this page yeah this is way better than clicking them and having them to go watch the video on Facebook because the whole purpose of bringing them here there's there's there's there's three main reasons why I would rather bring them to a page versus taking them to a YouTube video or a Facebook video three reasons reason number one is so I can put my Facebook pixel on this page yep I need to be able to pixel them reason number two I can keep their attention so now they're not looking at a bunch of random shit on Facebook or on YouTube I have their attention they're on one page they see one video I have their full attention and then number three there's my call to action to get them to schedule a call so at the end of every video hey guys and by the way I'd love to chat with you click the link below or take you straight to my calendar where you can schedule your best time can't wait to speak to you so at the end of every video man and so she has all these pages you know set up individual pages simple video on a page and these are her this is her email sequence okay so so you can do you can easily do the same thing man with all those other videos go to share your screen with all those videos you have on Facebook like you can yeah for sure embed them into Cartra and then put them onto a Cartra page okay so that so that right in fact you know what let me let me show you a quick open open back up that email hit the three dots on next day email okay hit the three dots and go to edit and then from here you don't really need to change anything else all this other stuff delay date and time communication gateway that's all what we set up through the steps we what we just went through so that's all that is anytime we come back into it it's really just changing the email content so just going going to the right and clicking on that pencil to the right of yeah right there there you go okay so here what we can do is if you click on design templates to the left you can either add a button and in that button it would link them to your page or you can simply hyperlink a word and and have them you know have them go there but I I would for sure put a button click here to watch my newest video on freaking algae panels or whatever the hell you're talking about right right right you know cool and so hover over the button real quick and then hit the pink pencil there you go that's where you would add the link that's where you can change the color that's where you can write the text out this would be like the the cartridge yes page yes so I just need to make it every time I want to do a new one of these videos whatever I just go to pages make new page put the video on the page and then publish it and get the link from it and then I can add it in here just like yes but there's an easier way as well just like this we're laying out the email we're gonna have now a template and we're gonna save as a template we're gonna save it to our favorites right with those pages that we want to send out with each email all we got to do is create one and then we clone it after that okay so yeah you can just more duplicate it duplicate it and then just change out the next video so yeah so hit hit the green one the top green let's exit let's yeah let's edit and then let's get out of that so just yeah update that button later on and then just create the next you know the next handful of emails got it so close and then you always want to hit done an exit to the right like never click out any other way like always hit that green button done an exit because then that won't save okay cool so that's the sequence so we got our list we got our sequence and then now let's go to let's go to my pages shoot I think it was alright that's because I already have tab open there we go okay so we got the we got the thank you page now we need an opt-in page we have the form we have both forms calendar form and the opt-in form and then you got to set up your calendar and that's pretty much it man that's a full-blown funnel so how do you now real quick how do you when you do the first the main page which one of these do you select you do squeeze pages you know yes pages have you looked at all of them and not every single one of them okay what I normally do is I go with squeeze page for sure squeeze page but even video sells paid and in a tell you the truth you can go with anything because you can delete any part of the page and you can create whatever the hell you want around it like so you can really go with anything but at the same time it is label squeeze page for a reason because the template is already there and all you gotta do is build around it so you can either go with a squeeze page you can go with the video sales page you can go with a product launch page like take a look at all of them like yeah did you choose yeah I just chose one so like the main the main page it's not a thank-you page what do you call your main page like your opt-in page yeah opt-in page but then I'll also get more specific with it and and but but again if this is the only funnel you're working on right now then yeah you can be general like that but as you start to build out more funnels then you'll start to name them you know more specifically but then also in the category don't hit create just yet start let's start creating categories as well because that's that's gonna be super important so go and click on get out of that part yeah right there manage actually go back I'm sorry go back click the click the green button let's go back let's go back okay so right there where it says manage yeah right there we're gonna create a category all right what do we call it in this one I don't solar opt-in leads are solar okay yeah okay perfect add and then hit done and then put it in that category and then page within a site share goal so what about this what is it you can leave that one actually on it and then just go to no site in particular okay yeah there you go all right so and then for the pages once I hit publish it's live and if I want to go on to Facebook and I start creating my ad or whatever and then ask me if I want to use an outside form and I can just go to cartridge get the the it'll it'll show me like get a link and that's the link I use hell yeah and actually as you go in it's gonna be conversions so you're gonna you're gonna run conversions and and and despite anything else you may have heard or learned it's it's conversions it's conversions traffic you'll it's no yeah I've you got become in song conversions yeah yeah it's conversions dude anyone's looking to capture lead it's conversions actually I read a really good article yesterday they did a very in-depth comparison between conversion ads and Facebook's own lead gen ads with a lot of money behind it and a lot of information behind it yeah and it was kind of what we'd expect the Facebook lead gen ads they got more of like higher on the funnel where it's like less conversions but so you got more but you didn't get as many conversions and then with the conversions ad you kind of just got closer down the ton down the tunnel down the funnel because they have to go through more steps you know so you don't get as many but you get better quality rate yeah quality goes up yeah and and there's no more steps involved like with the lead form ad there's multiple steps meaning you have to get because those leads go into Facebook so you're either going to have to go out there and get a third-party software like Zapier which connects to your Mailchimp or connects to any other autoresponder right so now you're paying for an email autoresponder now you're paying for Zapier and now and now you have to export those leads if you're not going to pay for Zapier because Zapier is the middle man the software in between your email autoresponder and Facebook if you're not going to pay for Zapier then you're going to be manually downloading those leads every day yourself uploading them into an email autoresponder and that's just more steps than I care to do like I want the entire thing to be automated so I have to take it to a landing page this is great yeah you know for sure so here's the first thing I do when I come into a page when I come into any page thank you page landing page whatever the very first thing I do the moment this thing opens up is I'll go to settings to the left click on that and then I'll click on SEO parameters and I'll make sure that the title of that page is changed because that's the title that shows up in the tab at the top okay so I named it that internally but I don't need the public seeing that in the tab got it oh thanks for that yeah that geez you know I wouldn't have known that yeah and then and then down below the description the keywords the author all that is important for the landing page it's not important for the thank you page or really any other page because that right there is what pulls on social media so when you go and share this link on social media and you click enter and you post it's for Facebook LinkedIn Twitter you go and post this link because you would most likely share this link your you'll run Facebook ads and you'll probably just share it randomly as well as you share it there's content that shows right below and that's that right there so you want to put something there and then also an image because that's the image that's gonna show on social media okay so again it's really only for the landing page because that's the only page you'll ever share really okay you know so adding an image and just filling this part out it's really just the top part is the description the keywords the author could be your name the title and that's it what about the keywords do you just put in like a word in a comma and yes okay solar residential solar rooftop solar like so many different keywords you don't have to put in a ton you know but I'm putting a few is it won't hurt okay so that's that and then you always click that green button apply you'll always click that button down at the bottom anytime you see a green button dude always click it and then that's that and then right below when you hit yeah when you go to the left hit that arrow go back yeah there you go so that tracking code right below that's where your Facebook pixel would go so at the very very bottom that's where you're okay goes okay so this right here should I take my pixel off of my word press site or can be on both okay yeah yeah yeah you could for sure keep it there just put it here as well but see you which page did you this was not a squeeze page which what did you choose squeeze page did you I did yeah yeah I swear it was in the squeeze pages I just picked the one on the top right let's go I mean shit there's nothing wrong with this but this is a full-blown website you know I mean oh really I didn't really take a long look I was just let's let's go back let's get out of this one let's um let's just return a dashboard like to the very very right so you so right here I'm always say progress I'll always publish live and then I'll return a dashboard so it's kind of a three-step thing I think you can go straight to publish live but I don't want to I don't want to say this so yeah it's all good you can delete it you can always delete so go in yeah you hit the three dots and then just delete see so right there did you see where it said clone oh yeah so so we're gonna have a landing page we're gonna have a thank you page we're gonna have a thank you for scheduling page so right when they go to your calendar they schedule appointment they go to a thank you for scheduling page and then after that you're gonna have a page for each email and those are the ones that you'll just clone you'll create one click the three dots and just clone clone clone cuz those are gonna be basic pages with a video on it yeah so yeah so hit done right here perfect done okay cool so that's the thank you page and then let's let's so let's hit the bottom the bottom green the plus yeah there we go oh I don't know what I just did here I thought I was um it's all good okay so squeeze pages this is the one I clicked right here that's the one you clicked okay okay so it is there I just look it just look more like a full-blown website but um something like this let's see scroll down let's see let's see some different ones that one right to the right that one's not bad even the one to the left you know changing out that chick and putting you know maybe like a like a residential home like with solar panels on it I think I think the one to the right is the one that I that I sent you the other day okay that one but again it's all preference dude like you can for sure choose anyone but with the squeeze page you kind of and then again you can delete it whatever you want on it you can add whatever you want in it but the squeeze page it's it's primarily designed to just be basic like often form and that's absolutely and then do you have um do you have on here actually you know what Karcher now has that function so you don't even need that third-party software that I was going to have you download which is color pick eyedropper like are you familiar with color pick eyedropper uh no uh but it's just like a color will where you can match colors so if this blue if that's our color we want to be able to match that color identically on each page and and and the color pick eyedropper just allows you to hover over the color and get the exact code and then you can use that code over and over and over but inside a cartridge you can now save it so it's not even necessary okay so yeah so this right here could be super simple man super basic headline yeah this is better yeah yeah a few bullet points you can change out that image and that's it so let's do this so again first thing we do when we come to the page settings change that title perfect and then you can always fill that stuff out later but let me just give you give you the the basics of everything so now you'll hover over that placeholder to this holder down right where it says placeholder holder the form oh shoot yeah yeah there you go so let's edit that one click on the pencil and what we're going to do is we're going to tie it to the form that you set up oh okay okay okay there we go perfect so that's that and then the button you can change the button um click on button right there how come it has how come it has my name in my email will that do it for everybody no cartridge they're reading your ip address so the the way their system is set up it's what they call like a quote-unquote smart system where it prepopulates any information that came through a form previously huh okay yeah yeah dude so i just that that that's going to show up four people when they see it almost like they won't know hell no it's not gonna show up on their end not it's only showing up on your end for them like if they open it would it or auto populate for them oh yeah well i'll auto populate for them got no no it won't auto populate unless they filled out a form before yeah so you you must have filled out the form before that's why your information's preset already got it so did you you had to have you had to test it earlier i must have did you yeah so that right there is is yeah that won't show up on anyone's on this one i just it'll auto populate if they had done a form before yeah if they filled out a form before yeah a cartridge form before not a not a random form a cartridge form so click on button right to the top to the left above the yeah there you go and then that's where you can change the submit now you can change the color you can do all that right there and then let's um so the icons what i normally do let me have you let me have you clean out the bottom of the page so x out of that part on on a landing page what i normally do is i'll take out the all of those i'll take out all the social media platforms okay you don't want to get them distracted yeah i don't want them going anywhere else right now and you can either take them all out individually but then you're going to have an um yeah or or you can hover over like that but don't do that don't delete don't delete it or you can hover over like that you can delete the whole thing but in this in this in this section what we're going to do is we're going to delete about us and contact us let's get rid of that all of that would stay the same the social media icons about us contact us i would leave the entire footer on the thank you page but not on the opt okay okay okay so the privacy policy and the terms of use are are mandatory for facebook ads do i have to hi i have to link something and yes my privacy policy what what i would do is do you have a company website uh well i don't i mean the company has a website but um what i did for my own privacy policy i just went uh like a generator a generator and then i actually put it in right here in my notes and then i use this link yeah dude perfect right here and i use this you know the link on this for that and so i could do the same thing oh shoot i could do the same thing in this situation just uh oh my gosh you could do it that way or you can simply copy the entire thing and simply paste it into a cartridge page oh okay or i could do it through a cartridge page okay yeah you got a cartridge page yeah okay so um link to another cartridge page if i had it as yeah so let's we'll create it yeah we'll create it it'll it'll be down here so that's how you would get to it for sure link to another cartridge page you'll hit the drop down and you'll see it right below okay so let's hit say click the green one and um the green to the top right and let's say progress and then publish live and this is the link right here that you would simply give to facebook so facebook that learn more button so when they see your ad they click learn more that's the link they're going to okay okay so what i would do though is i would i would customize that somewhat so click the pencil and just change out that gsv3 or whatever you can easily put you know freaking whatever like free solar quote or solar quote or yeah whatever the free solar quote perfect so that's that's the link to your initial page to your like okay okay very cool okay so um yeah i would i would copy that open it up in a new tab and just bookmark it like you always want to keep that thing on on deck okay so um so in so now we'll go into my forms because this right here if you click on that submit now click on it real quick it's not gonna actually you know what we gotta set up a form actually but click on it's not gonna it's not gonna take you anywhere right if you click on it yeah it's not taking you anywhere so let's let's set up the form it's taking you straight to the thank you so let's set up the form real quick well you set up we set the form but we have to set up a different type of form so go back yeah right here so close out this so although we linked it actually you know what now we gotta set up the the actual um um yeah let's go to my form so let's let's x out of this so so hit the green button the top right and then go to return a dashboard perfect return a dashboard and then go to go to my forms and let's just make sure hit the three dots let's edit this let's make sure it's going to the right page so the moment they fill out the form that's the information we're asking for and then save and next perfect so it's going to the thank you page perfect so we're good we're good there okay cool so and then what you want to do also is did you change the title of the tab on the thank you page uh i probably did not do that okay yeah for sure do that um but you see how you just went back straight to it try to oh yeah don't try to always shoot out no it's all good but i'm pretty yeah you didn't really see i didn't i didn't change anything so yeah you didn't change anything so it's all good but just try to yeah get in the habit of going through gotcha okay yeah definitely want to change the title there let's see what it looks like oh it says thank you page so yeah maybe just take it out maybe and what i do depend on what you're trying to do on that thank you page you know i would think the call to action would be to schedule a call so i would put something like schedule your call now or i don't know something like or or you or you could just put thank you totally to you um it just depends on you know if you're trying to yeah you're trying to get them to get a call for sure yeah no i'll probably actually mess around with this because maybe i could put in a button right here that'll link them back to uh link them to your calendar yeah okay yeah that's what i would do in this one so i would be telling them in this video to schedule a call or or or to expect my call or something like that if you ask for their phone number up front then maybe let them know hey i'll be calling you within the next 24 hours here's what i'm gonna need you to have you know ready for me copy of your utility bill or whatever yeah you know so i would prep them in that video for whatever is going to happen next yeah absolutely you know you know so um i put my pixel on here too yes so here's a deal about and and i don't know if you've seen the my conversions video or yeah i did conversion ads i watched the three of them yeah awesome so this this thank you page this is what you set up the conversions around so that's my question is that if my pixel is on my uh wordpress it's on the main page it's on the thank you page that's when i run conversions and i am i running conversions and i go to my pixel on facebook and i go to run a conversion on it how do i make sure it's looking at the conversion the thank you page conversion i just maybe i'm lost on how that works no no no you're you're right you're right there you're right there the pixel up let me put it this way a pixel a pixel can kind of can pretty much be on any page it really comes down to which page you're running traffic to so if you're running an ad to this funnel for example the pixel is already on the page the pixel will be on the page and that's all that matters but if we're running conversion at if we're running actual conversion facebook ads then this thank you page needs to be set up as a custom conversion so your pixel is one thing but setting it up as a custom conversion is another and so in fact let me just show you how to do it real quick go to your thank you page grab the um get get get code or yeah get that one and let's just also let's change out the link so get put on click on get the page link let's customize that link real quick it could be thank you it could be schedule call now it could be whatever perfect okay so what you're gonna do is you're gonna copy the entire url except for the https just copy from the t and on okay so copy that this is a custom conversion so let's go to ads manager right there actually click on the ads ads manager it's already open this uh oh the zoom thing is in your way oh come on can i move this yeah you can drag it down there we go there we go awesome okay so in here what you're gonna do is you're gonna click on those dots to the left yeah there you go and then click on events manager okay cool so this is where we set up the custom conversion and this will be for ad number two so for example you got the intro you got that video view ad running right now you'll get a few thousand people to view it and when you go run facebook ad number two you're gonna retarget all those people but you're gonna run it as conversions so hover over the the plus sign to the left and you'll go to custom conversions actually cancel out of this custom conversions there we go okay so hit the blue button got it okay so i haven't been here before yeah so just name it put um in fact it'd be that maybe that same one try and solar leads should and this is the this is the thank you page this is the thank you page okay so scroll down and right there in the url add url to the actually no not right there i was just gonna do a description okay yeah that's fine okay the url right below right here yeah paste it in yeah okay cool so then now um you got that scroll down scroll down actually you should um click on the link again the url yeah click on that and then go to the right right after thank you click on click enter so right after thank you like yeah right there enter oh you want me to click on this no no no just click just click just okay all right that's not doing it should have opened up um let's try it again so click yeah hit click it like there we go like that okay all right so it was because i was doing it through my mouse probably okay so hit create and there goes your your custom conversions so as you go and run a conversions add that's the the one you'll be you'll be um shoot so i just tied that thank you page url to my pixel and it's in a custom conversion so when i go to create a custom custom conversion it's all set already yes okay when you when you go and there's three steps when you set up the ad right step number one you're choosing the objective which is conversions right step number two which is the ad set that's where you're choosing the location the budget the detail targeting um and that's where you're also choosing this conversion so you'll be able to see it in the drop down you just click you'll see it in the drop down and you'll you'll choose that one right there okay so sometimes it takes a few minutes to update but go to actually you know what the the pixel has to be on that page that's why it's not lit up there you gotta put your pixel on that thank you page so i need to go how do i find the pixel go to um go back to events manager click on events manager okay and then yeah data sources oops okay cool now click on the add events right there to the bottom add events to the bottom right there and then from yeah there you go from a new website so install code manually copy code the green one and that's it so now go to your go to your page your cartridge pages and put that code on each page oh i gotta move this guy all right so if i want to put it like for on this page yes so just edit edit and then go to settings yes and then also start putting everything in the category as well that one this page is not in a category okay so the only other page that you'll need is is your um thank you for scheduling page okay so so yes so if if if they the thank you for scheduling page is that like email no that's after the calendar so if someone after the calendar got it okay got it oh tracking code right there you go very bottom there you go i do it cool perfect so then yes so you're good there so then save progress and then publish live all right well it said applied yeah you're good okay so now just now just save progress to the top right saving in progress okay it's still working okay now you're good you can exit of that oh i can and then just um and then publish live it's not letting me hit the x you see it right through the top right there above you see it yeah i see an x right right above is your zoom thing in the way oh that's why oh there it is uh damn that zoom yeah you can get that zoom thing out the way do like that thing is such a pain i don't even know where a good spot for it is okay so we'll go to publish live publish page okay close okay cool you're good with that here so we're good continue yeah actually yeah but you don't really need anything else you could just um i was just gonna see i was just gonna see if we could see if it changed so now go to the thank you page sometimes it takes a few minutes to update but sometimes it's fast go to the the actual thank you page go to the the one that's already open in the tab oh oh got it gotta go and refresh that page do you have facebook pixel helper on this yeah see right here there you go see how it's lit up yeah cool yeah so the pixels on that page now now go to um the ads manager here and try refreshing this actually go to um go to custom conversions go hit the plus sign or there there we go yeah custom conversions and then refresh this page yeah sometimes it takes a few minutes but that will show active okay yeah that'll show active as as people start to go to the page hmm i was just wondering the try and solar leads that's what you just created but the top one what didn't the other one i what i'd done a long time ago which by would have been yeah the landing page um is that your wordpress page maybe uh shoot what is this one i did i do try and solar leads i think that might be the old one you just did that one right now click on the drop down to the very right i think it i think it shows the date i think okay so that's the one i just did is the try and solar leads and this one is the one i did a long time ago okay it says inactive yeah you can delete that one hit manage to the left bottom left oh um yeah hit the drop down and then you can yeah there you go that drop down right there and then delete okay because we're not going to use this as yeah kind of custom conversions i wonder why it was inactive though what this one right here the other one because it was it's been on for a while i didn't i just maybe i don't know how it works have had did any leads come through it um you know i submitted myself a couple times it should have been maybe it'll maybe it'll maybe it'll we'll test this cartridge out and it'll probably work yeah okay so that's that's and then just add the pixel to the other pages and then and then you're good okay i can do that yeah but then also add one more page for your call so get out of this one try to try to never really leave the page idling like this like go back yeah click on that like always get out of this if you can okay okay publish live and then just and just return a dashboard because i lost so many pages like pieces of work like just because i left it like this and i come back and the freaking something crashes you know i feel you i feel it okay so if anything one other page for your for your scheduled appointments and then and then setting your calendar up is what you'll you'll want to do as well so this could be a thank you page for sure through which one would you suggest shit i mean it's all preference bro like if if if anything i would i would suggest anything with the video like i'd put your video on everything bro like i want to use last time so yeah maybe use the same one yeah keep everything you know consistent it's kind of my color so perfect all right thank you for scheduling do category to do a new one um you can this one's gonna be this one's gonna be more generic more like general so but you're only you only have one you know one type of business you're putting through here anyway so i always put everything in the solar solar opt-in leads you can or not even put it in the category so to you perfect so this right here and then so the facebook pixel would go on this page as well um and then and then you would also set up this page as another another custom conversion you would set it up as a custom conversion and you would set it up as a custom audience so you want you want everyone who lands here in a custom audience you want everyone who lands on the thank you page in a custom audience yeah okay and i could do that okay so i will add my pixel on here yeah add your pixel change the title of the page um and then throw a video in there man hey guys this is brian just want to say thank you for scheduling here's what you can expect i look forward to calling you you know i mean like a little short 30 second video dude would look really good right there all right yep okay now thank you those pages are there i will edit them i'll put the pixel on them i'll put them into some custom audiences and custom versions so we can start yes and try to jump on if whenever i know you're busy during the day like we're all busy during the day but but i'll always try my best to jump on the live q and a calls every week um every Tuesday and Thursday karcher has a support q and a call like they do screen share and they answer any question coming in so it's kind of good just it's an hour call but um it's at 1 p.m so it's not the best time i mean Tuesday Thursdays 1 p.m but if you register they also send you the replay so you can watch the replay whenever but i watch those replays to this day man like i watch those calls okay it's all part of my schedule like that's how i learn all this shit yeah like these people are super smart you know absolutely yeah just education get ahead of the game we're doing these sequences and i you know i put in a couple of them with you are these live like once i once i you know finish editing and i finish and i publish them and i do a pixel and uh are is the is this email autoresponder gonna work with my form yep i did not do anything else it's no besides that again yep everything is set to go because you set it on start and rule anyone who opts into this form receives these emails okay right so that was all on the start and rule now if you're not done let's say you plan on putting seven together and you're only on email number one you can always pause it right there and so if anybody opts in these emails won't go out you see the pause button right there yeah yeah so you can always pause it and then you can always unpause it so if you pause it for just this minute but yeah you know yeah what what about uh if the they fill out the form and the the autoresponder will happen but how do i go in and i just look at all of my leads is there like a perfect area so yep hover over lit over leads at the top click on leads to the very right yeah right there and then and then you got your list so you can sort everything by list you can you can you can see how many leads are coming in how many leads are on that list got it and then what you can always do is once that zero turns to 10 and 15 and 20 you can click on that number and then you can see every lead that's in there got it okay and then you can click on the name and you can even dive deeper into all their details okay like what list they're on what sequence they're on which email within a sequence they're on if they received an email if they open the email if they clicked on the page if they watched the video like that should as detailed do the analytics of a lead is very detailed great yeah so this is something you want to do for sure set up your calendar you can exit out of that yeah i wanted to do the calendar because now that i didn't set this up and this is pretty important that they can schedule it because i didn't set this up yeah in fact you know what do go to my forums real quick and and make sure you direct that that form to the thank you page actually do i thought we created a calendar form i guess not create a create hit the green button so this is going to be calendar so here on the calendar form as i go to your calendar i look for spot that's available i click it this right here depend on how you want to do it you can ask for their phone number right here you can ask for their phone number if you plan on doing a phone call or just name an email and then in that email would be detailed information on on what what you're going to do like for example with with me i emailed you my link to my zoom call right so i didn't need your name and number up here but if you're doing phone calls you know that might be good to put their phone number right here yeah you know and then you'll always have to hit that green button to save to to move on then save a next and then single opt-in and then right here this is the thank you this is the thank you for scheduling page so hit the external oops that's the thank you page but we want to thank you for scheduling page external actually no you just go back hit the external hit that drop down click on it um go back to the form go back to here down success page external url click on that drop down go to cart your pages okay okay okay okay so no site i think it's under no site and then thank you for scheduling got it okay okay okay cool so that's the save so save that save and next and then right here just like you did in the form on the other form you sent up the welcome email right and then you have your email sequence dripping tomorrow's email and on right here i don't do it right here on the calendar because because when you get to my calendars when you get to there and you're setting up the calendar that's where you can choose to have an email go out that's where i choose two emails to go out so what as you set up the calendar you're going to be able to set to program it where a booking email goes out right away which is aka the welcome message but you do it from my calendars so a booking email will go out right away and a reminder email will go out right away so that's like example a perfect example with you and i you know right when you set up the appointment you received an email right away that's the booking email and and then you received an email an hour before our call yeah that's all done through my calendars not through my form okay so i'll leave that one blank and then subscribe to a to a list um i think we we set up that list so click change and then yes subscribe and then hit the drop down and choose that list schedule appointments perfect right there okay so add we don't need a tag we don't need to put them in a sequence but always you got to always hit that green button at the top there you go and then um you can go down save and next that's fine hit save the green button save and next and then you're good so now all you got to do is set up my calendar set up your calendar and then and then now you have the form so that's the form that's going to tie to the calendar to add a calendar yeah add a calendar add a gotta gotta and i normally go with that one consultant model perfect okay cool so that's where you can get like a little logo you put a logo there but you kind of want it to be that that size right there 250 by 50 and then you can change out that image you can change out that text let users select their respective time zone so um hit save real quick let me let me take you through this real quick because there's a um i think you got to go to the very top as well yes save save and then save and next let me just show you where to put the actual form but yeah put yes i understand yes i understand and then here's where you this and it's only it's only in the setup where everything is military time it's on it's based on eastern time and military time so that's only when you're setting it up here as a person goes to your calendar it's a normal 12 hour civilian time um but class title class description but at the very bottom this is where i wanted to show you at the very very bottom that's the form so the opt-in form at the bottom choose that form you just set up perfect so that's that and then just um go to the very top you'll have to just put a title and um and then select a team member that's going to be you perfect uh so class description solar consultation call or solar consultation call perfect and that will be you add okay cool so you're good and then and then if anything you can change out the times you can change out the the days as well save it next and then um email confirmation and reminders yes this is where my welcome message is sent out so okay again that email yeah that's what we got to do as well we got to we got to integrate your email so you don't have to keep changing it every time you come in to an email so i'll show you where to do that so hit save and then this word's going to allow us to send out the booking email so there goes the booking email there goes a reminder okay so cool click on yes and then it'll open up where you can simply write out that email and i would just use the same the same uh template so if you hit the pencil then you can go in and it opens up the email just like we did before and now you can click on advance at the top left and then you can go to templates you can choose your template under under my my favorites or whatever it is my my templates so there's your template so this is the confirmation email that's why i didn't set up through the welcome or through the form because i set it up here so you can grab that you can always change out the subject line or whatever um but yeah that's the booking one click on the green one edit and then you can set up the reminder so hit save on that one the booking confirmation so let's save that and then um so yes send a reminder new reminder and that reminder at the top it can go an hour before it can go a day before it can go three hours before whatever i think the minimum is one hour yeah okay and then here i'll just use the same template and just and just go into the advance mode so my templates bam right there perfect so that's that save and then save right there and there's my my confirmation my email confirmation so hit save and next and then session cancellations i i i go with yes i mean if someone needs to cancel or someone needs to reschedule like i don't need to take their call for them to do that like i just let them do it through the email so instant approval yes save perfect save and next that right there's your help desk to the left like my help desk if you want to set up like some type of automated messaging you can you can do that got it um save and next automations you don't really need actually this right here is what you want to do for sure you want to sync it with your google calendar okay so any appointments that come through through your cartridge calendar will reflect on your google calendar okay so that would be by not my sun solar solutions email that'd be like my google my gmail your gmail okay yeah do do you use your gmail calendar uh i mean like my appointments or no i know what happens is um we kind of have like a in-house calendar calendar okay with an app so once i put in the appointment into my app got it kind of goes into my own work calendar which is not syncable so we don't use google calendar i mean so i probably won't set that up okay no worries perfect so then let's subscribe to a list so we'll do it right here as well subscribe to the um to the calendar appointments or scheduled appointments there we go perfect add and then they don't need to be in a sequence so hit the green button save okay cool and then save and next okay and then and then there goes your calendar link so edit this link hit the pencil to the right yeah edit that back end put something tyron solar dot com four slash calendar and you can always change it as well perfect cool so that's your calendar so i would save more i would bookmark that save that link bookmark that as well just so you always have your calendar available um and then the last thing you want to do is you want to make sure well there's two things you want to do you want to you want to integrate your email so you don't have to keep changing it every time and then number two you want to check your um notifications to make sure you're notified when leads fill out that opt-in form so click on my integrations to the left and then right there where it says cartwheel click on those three dots and let's change out this email and you can always change it later as well to anything but you're going to do the send from and the in the reply so that one there you go perfect go with that one so this the bottom you could send a test if you want yeah you could send a test to whatever email you want it to test to and then just click on edit and you're and you're good there so close that out now hit your hit the top profile right here yeah and then go to um you're going to go to click it again the drop down you're going to go to email notifications and then let's scroll down to make sure that the the um opt-in is okay let's see let's see go down keep going um order confirmation let's see scroll up real quick it might already be on but i just want to confirmation right here perfect perfect scroll up opt-in confirmation actually no it's not that one it's um actually you know what scroll up to very top this is actually to your yeah that's to your leads go click on to your team i'm sorry click on to your team to the right yeah there you go so scroll down here we want to make sure that all these are the right ones are lit up see so right there right there scroll up so lead fills in an opt-in form light that one up lead fills in an opt-in form that's really the most important you don't really need to know if they subscribe to a list you'll know what lists they're on like lead lead subscribe to a membership lead subscribe to a sequence you don't need to be notified for that like you'll know you know what sequence they're on yeah that's that's pretty much the most important so now what i would do to end it here is let's go to your landing page opt-in and um check for an email shoot check for two emails check for one you know for the lead notification and then check to make sure that that email um went to the went to the lead see did i i didn't so should i just get a code yeah perfect and then open it up and uh get you wait the link right yep okay okay cool so awesome man so see if you got an email the welcome email and the lead notification and then what you can do also is click on my communications to the top left yeah right there and then you'll see actually click yeah click out of that you can exit out of that one too okay cool so okay so refresh this page dude where did that lead go yeah so you always have to make sure this reply to and send is your your email to save perfect okay and then subscribe to a list hit hit the chain right there all right that's another reason opt-in leads there you go perfect so it was those two reasons why you didn't receive that email and the reason why it didn't show up on on your list see that that's a good i made those mistakes yes dude i'm glad there you go glad we caught it okay so save and next save and next okay perfect now go back to the landing page opt-in again refresh this page actually refresh it yeah for sure there we go awesome let's see okay my communications okay so that lead is in the system you should have got an email and i did you should did you get two uh you should have got the welcome one one from kartra yep i got yeah i got two emails i got one from kartra a lead has filled in an opt-in form perfect one of your leads is filled in an opt-in form and and i got another one that brian mitchell thank you for contacting the welcome email basically awesome awesome that way i already set up click so this is where you'll be able to see your leads so you'll be able to track your leads right here but then also you can track the the the quantity of leads not the name and phone number but you'll be you'll be able to track the quantity of leads in your facebook ads dashboard given the fact really yeah so so now anyone randomly that fills out the form you know that's not coming from a facebook ad you know that that's going to be tracked through kartra but true but any yeah any leads that are coming through your ads yeah you'll be able to look at the facebook dashboard as well and you'll be able to count the or be able to track the quantity but right here is where i kind of track it all as well but so click on click on so you clicked on the number it brought you here if you click on the name it'll open up and now you can see the rest of their information but what i what i do right here normally is all see what lists are on so if i click on lists at the top click on list you can see what lists are on if you click on communications you can see any type of whatever form went out so or you know however they communicated with you so they fill out the form that's what they did and then in the sequences you can see what sequence they're on and which email is coming up next okay and then the log i track the log as well so the log will let me know exactly where that lead has been inside of my funnel or on any of my pages so it shows me right here video play thank you video email sent was the was the was the the form welcome thank you for contacting try and solar so that email was sent video complete opened email i can i can see that they actually opened my email you see that at the top yeah so if that person says well you know brian i never got your email it's like do wait a minute you opened my email yeah and if i didn't say it open email what would it say it would say it wouldn't say open oh just an email yeah yeah video complete email it would say email sent it would even it will say email sent and that's it it would it would not say anything further it would just say email sent wow wow wow yeah that's why this is powerful man like yeah this is this is cool yeah so you'll you'll really be leveraging this for for the landing pages for the email sequences and for your calendar and and to host your videos yeah yeah that's what you you really know it's great great tool great tool you know and here's what's crazy too man is the fact that once you really master this and you you well you you pretty much you're already there you're you're putting the pieces to the puzzle once you really solidify it and once you really put the red bow and tie that thing on and make it look like a pretty ass present you can literally package it all up get your affiliate link and start getting your team on it and say hey man i created a whole funnel i got the entire thing already ready i'm capturing leads i can easily transfer it over to you all you got to do a set of a cartridge account and the entire funnel is done for you and that's how you can start building a second income man from just these affiliates on your team because the reason why what would motivate them the most the most even get on it is the fact that brian already did all the heavy lifting which has already created the whole damn thing you could package up everything the list the sequence the pages the videos the form the calendar the thank you page like all that could be packaged up and given to somebody yeah and so there's value in that for sure and then they pay the 99 dollars a month they pay there 99 a month to have the entire funnel and you start teaching them how you're running your facebook ads and they all end up they'll end up keeping it forever and you make 40 percent of that bill every month oh very cool that's great stuff man yeah dude yeah so and it doesn't take that many man i think right now i have like i have like i have like 20 i have like 25 26 people on it nice man and my much let me show you my recent um my recent deposit which just came yesterday or two what's today's date today's the 17th um or today's the 18th they pay out every 15th of the month so um this was my my recent deposit here just for having 25 people 25 26 people man it gave me an extra thousand for the month yeah man you know what i mean so it's like dude that's not bad like that's 20 that's 26 yeah that's 26 people times 40 bucks that's all that and you're not doing anything that's $12,000 a year for yeah bro like right so it's like yeah dude and and all these people to tell you the truth all of them are either my clients so in your case maybe people on your team or people within the company or whatever these people for me are either my clients or there are people that are finding me on youtube like you didn't know that's what makes up that extra check you know so yeah but a huge motivation a huge motivating factor is the fact that you created the whole entire funnel and all they got to do is it's transfer it to their account and they're and they're off to the races yeah and then you buy help by making it setting it up and helping them to get it set then nothing they'll stay on it right yes dude yes value in it then heck yeah it won't heck yeah yeah man so you got you got some good work ahead of you right here bro but all this up front it's up front and it's one time once you once you can see this upfront work it's on autopilot just focus on facebook ads from that point on and you'll crush it definitely thanks for helping me set this stuff up because the now I feel like that it's all set up I can I can do the rest of this but that that whole all that stuff like you know how I didn't know to put the email in there had to be my work email and like all those things I wouldn't have known how to do but so but thanks for walking me through that yes man did have you registered for the for the weekly calls no I haven't registered just um I don't think let me let me get to it real quick let me just send it to you real quick just just register so you at least receive the week the the replace okay can't if you can't get on it live at least you'll let me send you the link at least you'll you'll get the replays and try to watch the replays every now and then dude like I'm telling you it's freaking so powerful like you'll learn a lot so I just sent it to you yeah I mean that's awesome exciting and I really appreciate uh that help right there and then anytime bro anytime you need something with this man hit me up and we'll jump on another call yeah I'm excited to get get going with this I did the video view ad to get a good target audience so after I'm done hitting this I'll publish it into an ad and should I run a conversion on using that with my audience as a target audience in my conversion pixel would be my first one yeah so from ad number two and on it's conversions and then and then what you have to do also is create an audience of everyone who watched your first video right so that I got I will do the audience because I already I just got like you know probably 12 or 13,000 people on it now yeah dude that's powerful so I'll do the audience and then I'll set it up as a custom conversion for that thank you page yep right yep okay and then I'll run that for about a week or whatever yeah and we'll see and just do a new one every week man new video every week and in all it is conversions to the thank you page a custom conversion to the thank you page and then you're retargeting all the viewers from each week for the ad copies would you do on those ads like how many like three different ones with like a slideshow and a video and a picture or what would you do you can that's when you that's that's split testing so when it comes to split testing you're either split testing a different image for the ad or you're split testing maybe different videos but what you can also do is split test the targeting so that would be in the second step so rather than rather than split testing the image because you're going to have a video I would just put out a new video every week like it was your religion and and run that video but if you need to split test anything you can split test the audience so maybe okay maybe with with one ad set you're targeting people who follow Home Depot maybe a second ad set not a second ad a second ad set you're targeting everyone who follows tesla right and then maybe a third ad set right you you can have you can have up to four ad sets okay and that's when you're spending more money though right whatever your daily budget is you're now multiplying by four because you're testing audiences against each other right they're not ads versus each other yes because your ad is the video yeah don't don't don't do like ad copies with just stay one video I would stay one video now you can do ad you can do you can do multiple ad cop multiple ads with images because it's the image that that you're testing but if it's a video it's a video like that's me on video I got something to say I don't need three different variations of it it's one damn video I need to test the the the audiences gotta gotta cool cool cool so so that's when you go but that's when you start to get your budget up to 20 bucks a day you're you're testing but but and at the same time it's not like you're running that forever you're only running it for a few days to see which which one out of the four pops got it so if you're sitting at five bucks a day or even 10 bucks a day like you go 10 bucks a day you you test four different ad sets in four days you're gonna have some data in four days there's gonna be one ad set that pops you turn off the other three and you run with that one so it's not like you're running 40 bucks a day for 30 days no you're running for if anything you're running 40 bucks a day for let's say four days yep to see which one pops and then you just shut off the three and run with that one yep yep I feel you right there I got you know what I mean so so yeah I'll keep you posted I do have a little vacation I'm leaving on Wednesday for a week to go to Oceanside oh right on man work or work or business it's it's a vacation so it's heck yeah bro I'm actually I'm actually 30 minutes south yeah yeah that's where I'm about 30 minutes from Oceanside like I can hop on hop on hop on five fruit and get there in about 30 minutes you know now you know we live in Phoenix so San Diego is our vacation spot obviously you're gonna love it good amazing time of year to come to San Diego we we go there multiple times a year usually but this first time yeah we usually go to like mission or Oceanside one of those mission valley or Coronado mission beach or yeah mission beach oh yeah bro I was just at I was just at I should have took a picture but I didn't I was just at Mission Beach yesterday last night oh yeah we love San Diego yeah dude it's very expensive though yeah it's it's too expensive man if it wasn't for my 12 year old son having to be here I would have left I would have left for sure yeah I would have left I would have left California for sure but I've been here my whole life you know I've been to San Diego my whole life but it's all good man but keep me posted bro safe travels and to tell you the truth man that's a that's kind of a good time to run an ad while you're out let that ad work in your favor you're true yeah very true you know try not seriously man run it while you're out and and come back to a bunch of leads yep you know sounds good man all right I'm Brian Brian thanks David yes sir I have a good rest of the day man stay in touch I will all right brother