🙋 “I Just Signed Up… What Do I Do First?”
Hey there! If you’ve recently logged into Agent CRM and your first thought was:
“Whoa, this is a LOT…”
…you’re not alone—and nothing is wrong with you.
Agent CRM isn’t complicated—it’s complete.
And when you first enter a complete system with everything you need for marketing, automation, and follow-up, it can feel overwhelming.
But here’s the good news:
We’ve built a clear path to walk you through everything—without confusion, tech stress, or guessing.
🧱 Step 1: Start With the Activator – Phase One
Before you book your first coaching call, we highly recommend you go through Phase One of the Activator.
This is your foundation.
It shows you:
- How to set up your account settings
- How to connect your calendar
- How to configure your business profile
- Why each step matters—so you’re not just clicking buttons blindly
Each section has a quick walkthrough video and action steps you can follow right on screen. It’s simple, visual, and easy to complete.
By the time you’re done, you’ll have your CRM set up correctly—and you’ll finally feel like it’s working for you.
💡 Pro Tip: Don’t Worry About Everything Yet
In your first week, ignore:
- Pipelines
- Automations
- Advanced workflows
- Email templates
- Custom fields
Yes, those are powerful tools—but not where you should start.
Your focus should be Phase One only.
You’re building your CRM “house.” Let’s make sure the wiring and walls are solid before decorating every room.
🧑🏫 Step 2: Book Your System Coaching Call
After you complete Phase One, it’s time to book your free coaching call.
Inside your Agent CRM account:
- Click Support Options in the left-hand menu
- Select System Coaching Call
- Choose a date/time from the calendar
Our Success team will help you:
- Double-check your setup
- Answer your specific questions
- Point you to next steps based on your goals
🛠 Step 3: Use Support Options When You Feel Stuck
If you ever feel stuck or overwhelmed while setting things up—don’t worry. That’s why our support exists.
Here’s how to get help fast:
- Go to Support Hub in your account
- Use our AI-powered Support Bot for instant answers
- Or reach out directly via live chat, email, or submit a ticket
Our team is here for you every step of the way.
🎯 Final Word: You’re Not Behind. You’re Just Starting.
If Agent CRM feels “heavy” right now, pause, breathe, and follow the plan:
- Complete Phase One of the Activator
- Book your System Coaching Call
- Lean on Support when you need it
Clarity comes before confidence.
Let us walk with you.
You’ve got this—and we’ve got you.
👉 Ready to get started?
Log in now and head straight to Phase One in the Activator.
We’ll see you inside.
