Thank You!
So What's Next?
Building your brand bigger than it’s ever been, that’s what! We’ll start with the items below!
Step 1: Login To RMS!
There are many features you’ll need to become familiar with to take full advantage of the Rapid Marketing System. This is why we put together a dashboard that gives you easy access to various sections such as the learning center, reports, and more.
We sent you an email with a link to access your member portal. Don’t see it?Check your spam and add integratedwealthsystems@customerhub.com to your address book to ensure you get all of your updates!
Step 2: Schedule Your Quickstart Zoom Call!
Before booking a 1:1 Start call make sure that you have logged into the course access and have startd to go through the basic training.
We will be going over the complete basic training checklist on the quickstart call!
Verify the default contact owner in your Keap account.
Successfully set up your SPF record and your DKIM record(s).
Import your client list and a clean prospect list. Be sure to run at least one check for duplicates.
Send at least one email broadcast to a group of contacts from one of your lists.
Launch a Weekly Tips campaign to your clients and qualified prospects.
Set up a booking link and send it to a group of clients as a Quarterly Offer email campaign.
If you have a Contact Us form on your website, switch it to the Keap form.
Set up and test a Free Report campaign with at least 25 prospects offering a free report.
Place a group of contacts “on deck” to receive a future Link in Bio campaign. We will build out this campaign with you.
Important!
It is important to complete everything above during the quickstart call to make sure you’re getting the most out of your Rapid Marketing System. Completing these tasks will set you up for success during the RMS bootcamp. Once you complete the bootcamp we will schedule some time with you to make sure you're ready to start using your system.
Need Immediate Support?
If you have questions and need support now, no worries! Let us know; we’re here to help.
Email us at keapcoach@askiws.com | Call us at 775-588-9200
Participant Disclaimer
THIS IS FOR EDUCATIONAL PURPOSES ONLY.
*This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.
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