Welcome to the GoSuite Action Center!
Hi there! You've just unlocked your very own treasure trove of knowledge – the GoSuite Training Hub.
We’re not just about talking the talk; we’re all about action. Dive in, streamline your operations with GoSuite, and get ready to leave your competition in the dust!
For general questions? Please email us at [email protected] or use the chat widget—we’re happy to help!
Explore Your GoSuite Tools
Introduction to GoSuite
Welcome to the GoSuite demo! In this video, we’ll walk you through the powerful features of GoSuite, your all-in-one marketing and automation platform. From lead management to automation and reporting, see how GoSuite can help you streamline your business.
📩 Important: When signing up for GoSuite, you'll receive a separate email with instructions to set up your course login. Once you’ve completed that step, you can click the button below to access the tutorial library.
Don't forget to email us with the same email you used to create a CloseBot account so we can activate the unlimited features.
Getting Started With The Ad Launcher
UpHex simplifies performance-based marketing like never before! With campaign automation and in-depth analytics, it’s built to save you time while maximizing results.
You can easily access this powerful feature through the Ad Launcher on the left menu. Ready to get started? Learn the essentials and start leveraging UpHex for your business today!
📩 Important: When signing up for GoSuite, you'll receive a separate email with instructions to set up your course login. Once you’ve completed that step, you can click the button below to access the tutorial library.
Don't forget to email us with the same email you used to create a CloseBot account so we can activate the unlimited features.
Getting Started With The Lead Finder
When signing up for GoSuite, you should have received an email with your login details for the Lead Finder. If you haven't seen it, please check your inbox (including your spam folder).
You can access this feature under the Lead Finder tab in your GoSuite dashboard. For step-by-step guidance on how to use it, click the button below to start your training.
📩 Important: When signing up for GoSuite, you'll receive a separate email with instructions to set up your course login. Once you’ve completed that step, you can click the button below to access the tutorial library.
Don't forget to email us with the same email you used to create a CloseBot account so we can activate the unlimited features.
Getting Started With The AI Tool Kit
AI Toolkit empowers your business with cutting-edge AI tools for content creation, automation, and productivity.
From crafting engaging copy to streamlining daily tasks, AI Toolkit helps you work smarter, not harder.
Don't forget to email us with the same email you used to create a CloseBot account so we can activate the unlimited features.
FAQ's
What are the UpHex, GoHighLevel, White Label Suite, and AI Toolkit features included in GoSuite?
GoHighLevel: Manage CRM, funnels, appointment scheduling, email/SMS automation, and more.
UpHex (AdLauncher): Quickly create and automate Facebook and Instagram ad campaigns with pre-built templates.
White Label Suite (Lead Finder): Effortlessly generate targeted leads based on location, niche, or industry to help you connect with the right audience and grow your business.
How To Get Support?
You can reach out to our support team 24/7 via live chat, email at [email protected], or check our extensive knowledge base for instant answers.
Can I white-label GoSuite?
Yes, you can add a logo and branding to specific subaccounts.
How Do I Get Multiple Accounts?
If you need multiple accounts for your clients or business, simply reach out to us, and we’ll create the additional accounts for you. Contact our support team at [email protected] or fill out the more accounts form on this page
Register For Weekly Live Calls
Real Talk Lenders-To-Lenders Session
Tuesday 10am PST / 1pm EST
Peak Performers Session With Preston
Wednesday 1pm PST / 4pm EST
Ninjas Session
With McBilly
Thursday 1pm PST / 4pm EST
Beyond the App With Jackie Dunlap
Friday 10am PST / 1pm EST
6 Daily Activities For Success:
1. Task List Review
Take note of any tasks that were not completed the day before. Create a daily to-do list and determine which tasks are the most time-sensitive. Any issues with a file that require help from underwriters or processing should be addressed asap and not left until the end of day.
CLICK HERE for more in-depth instructions
2. Appointments
Review your calendar to see which appointments you have for that day. Commit to showing up on those booked appointments.
CLICK HERE for more in-depth instructions
3. Follow Up On Docs Requested
For leads who have started the application process but have not yet sent in the required documents: Reach out to them and ask if they need any help sending in documents. You can use the “Docs Requested Follow Up” template when reaching out to these leads.
CLICK HERE for more in-depth instructions
4. Follow Up On No Shows
For leads who booked an appointment with you but didn’t show up: Reach out to these leads to get them rescheduled. You can use the “No Show Follow Up” template when reaching out to these leads.
CLICK HERE for more in-depth instructions
5. Follow Up On In-Contact
Leads that fall under the “In-Contact” stage are waiting on you to respond to their latest message or phone call. Make sure to respond to them in a timely manner. If the lead last contacted you via email, you should respond to them via email. If they last contacted you via text, respond via text. If they last contacted you via phone call, respond via phone call.
CLICK HERE for more in-depth instructions
6. Powerdial Leads
For “New Leads” who have entered your pipeline but have yet to schedule an appointment with you: Use your powerdialer feature to quickly and efficiently call this list of leads. To learn how to effectively powerdial leads, click here.
CLICK HERE for more in-depth instructions
Tools & Resources
My Personal Links
Calendar Links
Hero Home Program Page - For New Leads Eligibility Call
https://www.herohomeprogram.com/az-john-doe
General Calendar - w/General Appt Reminders
https://www.herohomeprogram.com/az111-mycalendar
Realtor Partner Calendar
https://www.homeheroprograms.com/az111-1-re
Call Funnels
First Time Home Buyer
https://www.homeheroprograms.com/az111-home-buyer
Healthcare
https://www.homeheroprograms.com/az111-credit-repair
Teacher
https://www.homeheroprograms.com/az111-home-moving
First Responder
https://www.homeheroprograms.com/az111-home-ownership
Veteran
https://www.homeheroprograms.com/az111-home-ownership
USDA
https://www.homeheroprograms.com/az111-home-ownership
Government Employee
https://www.homeheroprograms.com/az111-home-ownership
Union Member
https://www.homeheroprograms.com/az111-home-ownership
Lead Magnet Funnels - Secret Report
First Time Home Buyer
https://www.homeheroprograms.com/az111-home-buyer
Healthcare
https://www.homeheroprograms.com/az111-credit-repair
Teacher
https://www.homeheroprograms.com/az111-home-moving
First Responder
https://www.homeheroprograms.com/az111-home-ownership
Veteran
https://www.homeheroprograms.com/az111-home-ownership
USDA
https://www.homeheroprograms.com/az111-home-ownership
Government Employee
https://www.homeheroprograms.com/az111-home-ownership
Union Member
https://www.homeheroprograms.com/az111-home-ownership