Jadera Consulting - Onboarding Funnel

Facebook Onboarding - Payment Method & Account Security Set Up

Resources:

Google Doc - Payment Method Set-Up

Google Doc - Account Security Set-Up

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Facebook Onboarding - Video List

1. Intro / Setting Up Your Meta Business Suite 🪜🧱

2. Facebook Page & IG Page Set-Up & Ad Account Set-Up 🪜🧱

3. Payment Method Set-Up & Account Security Set-Up 🪜🧱

4. Domain Set-Up & Granting Access 🪜🧱

CRM Onboarding - Video List

1. Introduction to the CRM 🪜🧱

2. Business Information Set-Up 🪜🧱

3. Calendar Availability & Integration Set-Up 🪜🧱

4. Lead Connector - Mobile App 🪜🧱