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Green Diamond Geometric Shapes

GoHighLevel

concepts &

core features

Touching CRM

automation Amplifier ​studio

Presented by:

Trent True of Apex

Compass Solutions

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Overview

Themes We’ll cover:

Markers for Success

& how to take successful

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About Us

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content ​creation & ​funnel strategy

automation & ​workflow design ​& optimization

Green Diamond Geometric Shapes
Green Diamond Geometric Shapes
Green Diamond Geometric Shapes
Green Diamond Geometric Shapes
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Gradient Dotted Circle Pattern

concept for traction

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To stop running in place on the tech treadmill - ​start with

this narrative.


What are your KPI milestones?

What applies to your business - and why?

Are you going by valid standards in your funnel?

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goals and objectives

Growth

Fulfillment

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Orange Hexagon Gradient
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Timelines & ​tactics

"They did a lot of what she talks about, focusing on the ​steps that are really after you are already moving forward. ​Email lists, Facebook advertising, branding cookies and ​"looks", website, etc. Don't get me wrong, I’m really ​grateful for everything I know now. But they missed the ​part of how to actually take that first step. At least for me. ​They made it easy to do a lot of "work" that never actually ​made me money."


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Gradient Halftone Pixel Shape Round Circle

Shiny tactics (email lists, fancy ​websites) are enticing, but without ​clarity on the bigger picture, they lead ​to misspent effort and zero results.

A CRM is a powerful ​tool, but only when it ​supports clearly ​defined business ​goals and processes.

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First Steps: Setting the Stage for Success ​(and How a CRM Fits In)​

Premise

The "Why" Before the "How":

  • What problem do you solve for your clients? What transformation do you provide?
  • CRM Potential: Start with a simple contact database listing your ideal clients, the ​problems you address for them, and the outcomes of your solution.


Core Offer Clarity:

  • What is ONE core service/product you deliver? Resist the urge to list EVERYTHING ​you could do.
  • CRM Potential: Create a placeholder for your one offer, even if pricing isn't set. ​You'll build the CRM around this, not the other way around.


GPS For Your UVP

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  • Outline the basic steps someone goes from stranger -> paying client. Is it a call, a ​form, etc.?
  • CRM Potential: This is the skeleton of your first funnel! Even without fancy tech, ​the CRM helps visualize this journey.



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Gradient Circle Lines Pattern

Your private ​Dictionary

  • Question: Besides direct ​income, how do you know ​you've made a difference for a ​client? What measurable ​change defines success?
  • CRM Connection: Even simple ​metrics (consultations booked, ​products sold, testimonials) ​should find a place in your CRM ​for meaningful tracking.


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Green Diamond Geometric Shapes

Thanks For Being

An Apex Audience!

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Connect with us.

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Trent@Apexcompasssolutions.com

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special ​invitation...

A hands-on content clinic with Apex

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