Start Here: Navigating the Wellconnect Business Suite

Objective

This SOP provides a step-by-step guide for team members to set up and navigate the WellConnect Business Suite effectively.

TABLE OF CONTENTS

• Key Steps 
  • 1. Sign In to WellConnect Business Suite 0:00
  • 2. Navigate the Dashboard 0:32
  • 3. Explore the Menu Features 1:59
  • 4. Manage Opportunities 2:57
  • 5. Utilise Webpages Module 3:23
  • 6. Create and Manage Forms 5:01
  • 7. Set Up Marketing Tools 6:15
  • 8. Automate Processes 6:38
  • 9. Host Courses and Communities 7:15
  • 10. Manage Products and Payments 9:11
  • 11. Collect Feedback with Reputation Module 10:18
  • 12. Generate Reports 10:39
  • 13. Access Member Resources 10:58
  • 14. Seek Support 11:39
• Cautionary Notes
• Tips for Efficiency

The Video Guide

Key Steps 

1. Sign In to WellConnect Business Suite 0:00

• Go to the WellConnect Business Suite login page.

• Enter your credentials to sign in.

• Complete the verification code prompt.

• Recommendation: Enable two-factor authentication for added security.

2. Navigate the Dashboard 0:32

• Upon logging in, you will land on the dashboard.

• Familiarize yourself with the two available dashboards: Daily Dashboard and Growth Dashboard.

• Ignore any error messages; they will resolve after setup.

3. Explore the Menu Features 1:59

• Click on the menu to explore various features:
  • Calendars: Connect with Outlook or Google Calendar.
  • Conversations: Access your email inbox and contact details.
  • Contacts Module: Search for contacts and manage smart lists and tags.

4. Manage Opportunities 2:57

• Use the Opportunities module to manage inquiries and active clients.

• Visualize and manage leads and clients through the pipeline feature.

5. Utilise Webpages Module 3:23

• Access the Webpages module to build sales funnels and customize website templates.
• Learn to set up your blog and connect forms for lead capture.

6. Create and Manage Forms 5:01

• Use the Forms feature to create various forms:
  • Contact forms
  • Newsletter subscription forms
  • Lead magnet download forms
• Explore options for surveys and chat widgets.

7. Set Up Marketing Tools 6:15

• Connect your social media accounts.
• Create and manage email campaigns and templates.

8. Automate Processes 6:38

• Explore the Automations folder for pre-set automation examples.
• Customise and publish automations for social media, lead magnets, and services.

9. Host Courses and Communities 7:15

• Use the Courses and Communities module to create and host various course types:
  • Evergreen courses
  • Memberships
• Customize course content as needed.

10. Manage Products and Payments 9:11

• Access the Products and Payments section to:

  • Connect to Stripe for payment processing.

  • Create invoices, payment links, and coupons.

11. Collect Feedback with Reputation Module 10:18

• Use the Reputation module to send review requests to contacts.

12. Generate Reports 10:39

• Utilise the reporting feature to create custom reports and analyze business performance.

13. Access Member Resources 10:58

• Visit the WellConnect members club for training resources and live session calendars.

14. Seek Support 11:39

• If you encounter issues, click on the support button to access support articles or submit a ticket.

Cautionary Notes

• Ensure that all error messages are addressed during the setup process to avoid confusion later.

• Regularly check for updates or changes in the WellConnect Business Suite features.

Tips for Efficiency

• Familiarise yourself with the dashboard layout to navigate quickly.

• Use keyboard shortcuts where available to speed up your workflow.

• Regularly review and update your contacts and opportunities to keep your data current.