To make the most of your RevenueWell subscription, we recommend using the "5 Steps to Success with RevenueWell" guide found in the Support section of your RevenueWell account. Support > Forms & Documents.
You can also download the guide attached on the bottom of this screen.
Here's a brief synopsis:
Step 1: Finish Setup. The guide offers a quick checklist of important things to complete, such as updating business hours, linking your social media, and deciding your phone and text message settings.
Step 2: Activate Automatic Campaigns. These are those fabulous campaigns (located in the Campaigns tab) that do the hard work for you. You don't want to miss activating them!
Step 3: Send Out Custom Campaigns. The custom campaign library in the Campaigns tab offers a huge variety of custom, one-time campaigns. Take a look around and see which ones you'd like to use!
Step 4: Make These Activities a Routine. Things like making sure you are gathering emails and cell phone numbers so that RevenueWell can work its best, and checking those important alerts on the Home tab.
Step 5: Your Daily Appointment & Task List. The Appointments tab offers you a quick glance at who has been communicated with and who still needs some follow-up.
See attachment below: