Day 1: Getting Started - Meet the Team!
Day 1: Platforms
Day 2: Onboarding Process
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Your Client On Boarding - Autoflow, Automations and Announcments (3:33)
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Email Templates & Onboarding Process (1:51)
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Advisor Intake Form
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Setting Up Client Folder
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Unicorn Corral Forum (0:40)
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Linking MyFitnessPal (3:43)
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The Onboarding Call
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Email Sequence & Send Out Cards For New Clients (0:54)
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Adding Yourself As A Client To Current Events Autoflow (0:26)
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Playbook Introduction (24:59)
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RS Dashboard
Day 3: All About RS Programming!
Day 4: Macros Foundation
Day 5: The "Boring Stuff" :)
