Note: The following material is designed to help guide you through the process of setting up your account, sending your first messages, and building campaign and pipeline automations that will help you scale your business.
👋 Welcome to Bonzo! You’re now part of a growing community of advisors and agents who are transforming their businesses through personalized automation. With Bonzo, you’ll be able to have more meaningful conversations that lead to more deals—faster.
How It Works:
We understand that learning a new CRM can feel overwhelming, but we’re here to make it as smooth as possible! This guide will provide the essential steps to help you set up your Bonzo account, increase your conversations, and build the relationships that matter most to your business. To support you further, we have provided recorded training tutorials that correspond to the topics discussed below.
Let's kickstart your conversations with Bonzo!
PART I
🎬 Take Action: Setup Your Account
We want to make your onboarding process as simple as possible. In each section of this guide, we’ll outline specific actions you need to take to advance your learning and increase the number of conversations you’re having on Bonzo.
Let’s start with the first four steps:
🎓 Watch and Learn
Watch this short video (2 minutes) that walks you through the first four steps so you can start sending messages right away!
🏆 Complete the Challenge
Once your number is claimed and verified, it’s time to dive in! Follow these simple steps to begin connecting with your contacts:
✅ Manually create 5-10 new contacts in your "People" tab.
✅ Send out personalized messages to warm up your new Bonzo number and start receiving responses.
Questions?
We’ve got you covered! Check out these helpful resources for a detailed, step-by-step guide on everything you need to know to start having conversations today:
📌 Communication Settings: Bonzo Number
If you've completed the above steps and challenge, you are now 25% complete in your onboarding progress! Next, we’ll show you how to import past contacts into your database to boost your conversation potential. With a few organizational tips, you’ll be ready to move these contacts into a campaign, allowing automation to significantly increase your outreach and engagement.
PART II
🎬 Take Action: Import, Organize, & Automate
Level up with Campaigns! Hopefully by now you’re sending messages and receiving responses from a few of your trusted contacts. Now it’s time to take your conversations to the next level by adding more contacts to Bonzo, organizing them, and leveraging Bonzo’s powerful Campaign automations for maximum outreach.
More contacts = more conversations = more success.
Complete these next four steps:
🎓 Watch and Learn
Watch this short video to learn how to expand your outreach with Campaign automations that are personalized to each prospect.
🏆 Complete the Challenge
If you’ve finished importing and tagging your contacts, follow the process outlined int the video to ensure you are tapping into Bonzo's powerful Campaign automations:
✅ Customize a Campaign Template: choose a Campaign, customize, adjust settings, and activate the campaign.
✅ Add Tagged Contacts: select a contact or group of contacts and add them to the campaign.
Questions?
Explore the links below for video walkthroughs and detailed screenshots on how to customize campaign templates. Learn best practices for creating automated event messages that engage your prospects. Plus, join a live webinar where we’ll guide you through the entire process.
📌 Campaign Outreach Strategies
💻 Onboarding 2: Recorded Training Session
If you've completed the above steps and challenge, you are now 50% complete in your onboarding progress! Next, we’ll introduce Pipelines, a feature that automates the different stages of your sales process, helping you further increase your conversation potential and efficiency.
PART III
🎬 Take Action: Integrate & Activate
You’re almost done with your onboarding journey! To help you scale your outreach and boost your conversations, here are the next four steps you’ll need to take:
🎓 Watch and Learn
Watch this short video to learn how to request an LOS integration purchase Pipelines, and customize your Pipeline stages. These tools will help you streamline lead management and automate follow-ups, resulting in more conversations and more closed deals.
Video 1: LOS Integration & Pipelines
Video 2: Pipeline Customization
🏆 Complete the Challenge
Once you’ve requested your LOS integration (if needed) and purchased Pipelines, it’s time to have some fun! Follow these steps to customize your pipelines and increase your conversation potential at every stage of your sales process:
✅ Import an LOS, Lead Stages, or Realtor Recruitment Pipeline and customize it to fit your business needs.
✅ Attach Campaigns to appropriate stages, move contacts into the Pipeline, and enable.
Questions?
No worries! Check out these resources for a detailed walkthrough on configuring Pipelines to fit your unique business needs. Plus, join a live webinar where we’ll discuss Pipelines and answer questions about your setup.
📌 Add-ons
💻 Onboarding 3: Recorded Training Session
If you've completed the above steps and challenge, you are now 75% complete in your onboarding progress! Next, we will spotlight important features to expand your knowledge and help you scale or automate your conversations.
PART IV
🧭 Explore & Master: Your Journey, Your Pace
You've made it to the final step of your Bonzo onboarding journey! Along the way, you’ve accomplished so much—from setting up your Bonzo number and automating your first conversations, to organizing your contacts, and innovating your sales process. But we’re not done helping you grow!
Now, it’s time to put all the pieces together by taking a look at some of our flagship features that will help you become more efficient in your daily operations and continue to boost your outreach.
👇 Click to discover:
- Pipeline Automations & Actions: Streamline your sales process and automate follow-ups.
- Custom Fields & Views: Personalize your workspace and manage client data with ease.
- Task Manager: Stay on top of your to-do list with efficient task management.
- Birthday & Loaniversary Automations: Deepen relationships by acknowledging special milestones.
- Auto-Dialer: Increase outreach by automating high-volume calls.
- Realtor Portal: Collaborate with realtors and track incoming deals effortlessly.
- Video Studio: Personalize your outreach by adding engaging video content.
- Landing Pages: Capture leads and spark conversations from the very first interaction.
- Ads Manager: Run targeted ad campaigns and drive more leads.
- Add-ons: Tailor Bonzo with additional tools like Pipelines, Reputation IQ, and Local Presence.
- AI Tools: Automate and optimize your outreach with AI-generated messages and call transcription.
