1. Onboarding Goals
This session aims to guide users through:
- Setting up your profile, signature, and preference settings
- Configuring your buying and selling business sides
- Exploring domains, websites, and how they integrate into your system
- Introducing CRM features, campaigns, search filters, and deal flow terminology
- Demonstrating how to import records (CSV vs data service) and filter leads
2. Profile Settings & Personal Configuration
- Profile Section: Upload your picture, signature image (or generate one), edit time zone, email, phone, password, view preferences, and notifications.
- The signature image is the only profile input that appears on your letters; name and contact settings are tied more broadly to system settings.
- Note: If you change your email, notify support, as it connects to your Land Profit account.
3. Buying vs Selling Side Configuration
- Buying Setup: Input your company name, address (preferably not your home—use suite or virtual address), phone, and email. This information appears on outreach letters.
- Offer Phone / Email: You may use the same company contact or separate ones; whoever answers must be authorized to negotiate.
- Selling Setup: Use distinct contact info for selling side (to avoid overlap with buying). This separation supports clear business workflows.
- Disclosure for Agents/Brokers: If you are licensed, toggle “Yes.” If not, you can simply add disclaimers in certain states (e.g. Georgia law) per guidelines.
4. Account & Domain Management
- Under the Account section, you can update email, credit card, review your plan, purchase lead credits, and manage add-ons (e.g. data services).
- Domains obtained via the onboarding wizard will appear here. You can also initiate domain transfers (from Investment Dominator’s registration into your ownership) by submitting a support ticket.
5. CRM Features & Organization Tools
- Campaigns / Actions / Wizards: Prebuilt frameworks for letter campaigns, automations, and bulk actions.
- Stages & Statuses / Tags / Filters: Customize deal-flow stages to manage records. Tags and filters help segment data and improve organization.
- Once your buying/selling websites are live, you can adjust logos, domains, and site preferences through settings.
6. Importing Leads / Records
- Navigate to the Prospecting → Wizards → Find Deals section. This shows how many leads remain and allows CSV or data service import.
- When importing, define your target area (state, county, map view) and use standard or customized filters (e.g. market value, acreage, land use codes).
- Adjust filter parameters (e.g. min/max values, land use exclusions) to refine what records show up.
- Review selections on a summary page before importing to make sure your settings are correct (owner type, property exclusions, etc.).
7. Training Support & Resources
- The Help menu gives access to:
- Live training calls (e.g. Monday sessions)
- AI support assistant for quick queries
- User Guide with step-by-step articles (on how to import, campaign flow, marketing, etc.)
- Past session recordings and additional video modules
- Onboarding “mini-videos” and clarifications available via support tickets
Best Practices & Key Notes
- Always notify support if changing your email in profile (due to system linkages).
- Keep buying and selling sides distinct to maintain clean business separation.
- Use a strong return address (suite or virtual) to protect your privacy and ensure mail is handled properly.
- Customize your deal-flow stages, statuses, and tags early to keep records well organized as your volume increases.
- Start with standard filters when importing leads; refine only when needed to avoid missing out on opportunities.
- Leverage support tools—user guide, AI assistant, live calls—especially early in your onboarding.
