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Selling to Corporate
Carlos' Corner & Financial Adviser Prospect
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Certified Partner Training

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  • Certified Partner Training

  • Introduction & Tech Sneak Peek
  • Case Study and Sales Process
  • Your Agency Site
  • The Sales Process: Part 1
  • Request Your Agency's Demo Conversations
  • The Sales Process: Demo Conversation
  • Advanced Givebot Campaigns & Customization
  • The Sales Process - Part 2
  • Bonus: Let Facebook Manage Appointments
  • Selling to Corporate
  • Your Elevator Pitch
  • Carlos' Corner & Financial Adviser Prospect
  • Types of Clients & Client Research
  • Engagement Conversations & Development Roadmap
  • Live Agent Chat Feature & LinkedIn Development
  • Givebot Ad Types & Previewing Ad Posts
  • Omnichannel Introduction
  • Working With Webchat & Importing Conversations
  • Legal Compliance, SMS & Voice Marketing
  • Importing Leads Into Givebot
  • The Keys to Starting & Running a Successful Online Business
  • Supercharge Your Business With Outsourcing
  • Connect a Website & Set Up Web Chat Widgets
  • Conversation Starters & How to Use Them
  • Beware the Ever-Moving Parade
  • Integrating Instagram
  • Conversation Clinics
  • How to Add a Demo Conversation to a Prospect's Site
  • Warming up Cold Leads With Givebot
  • Zapier and Connecting Email Inboxes to Givebot

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The Givebot automation and incentivization platform encourages users to connect, converse and subscribe to your social media and direct communication channels.

 

How We Utilize User Data:

We only collect user data for facilitating conversations between companies and consumers.  We will not share your private personal identifying information with anyone else.

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