Implementation Hub
Build My System
This turns the portal from information into implementation. Students follow a checklist and build step by step.
1
CRM Setup
Import contacts, create segments, build pipelines, and organize communication.
- Create contact fields
- Import contacts
- Build pipelines
2
AI Agent Setup
Define what your AI agent knows, how it responds, and where it sends people.
- Add business knowledge
- Create FAQs
- Set lead capture fields
3
Website + Funnel Setup
Create landing pages, opt-ins, booking pages, and clear next steps.
- Create main offer page
- Add booking button
- Connect form
4
Automation Setup
Build follow-up sequences that move people from interest to action.
- Welcome email
- Text follow-up
- Task notification