At the start of your membership, you’ll receive access to two (2) powerful platforms: Content Amplifier Marketing Software and the CRM.
The Content Amplifier Marketing Software is where creation happens. This is your creative hub for clarifying your brand identity and using AI-assisted tools to generate high-quality content in minutes—such as social posts, blogs, website copy, and email drafts.
The CRM is where implementation happens. Nothing you create in Content Amplifier is published automatically. Your content only becomes “live” once it’s added and built inside the CRM. This is where you set up your website pages, publish blog posts, launch email campaigns, manage contacts, and automate your marketing systems.
In terms of usage:
The Content Amplifier Marketing Software operates on a credit-based system.
The CRM uses a Virtual Wallet, which covers operational costs such as email sending, SMS, email verification, and other system services.
Access expert support directly inside the CRM through chat, email, or phone support. You can also join weekly trainings and onboarding sessions hosted by our expert third-party support team to help you get the most out of the platform.
We'll need the following for your account's Business Profile page in Settings.
✅Business name prepared
✅Logo ready (PNG or SVG)
✅Website URL (if applicable)
✅Business address documented
✅Support email ready
✅Time zone identified
Access to your domain is essential for us to proceed with your account setup. We need to be able to log in and update your DNS records to properly connect your email, funnels, websites, and other features.
If you purchased your domain directly through the CRM, there’s no action needed on your end—your DNS access is already managed within the CRM, and we can take care of everything from there.
✅Make sure you have access to domain provider (GoDaddy, Namecheap, etc.)
✅Business email ready (preferably in Google Workspace or Outlook for 2-way sync setup)
✅Login details for email provider
NOTES: If you don't have a business email yet, you may sign up for a Google Workspace account.
If you are migrating assets from another platform—such as calendars, forms, emails, workflows, or automations—these will need to be rebuilt inside the CRM. Please make sure you still have access to your previous system so we can accurately review and recreate everything during the migration process.
✅Calendar access (e.g. Calendly if migrating all calendars)
✅Existing funnels or pages documented (if migrating funnels from another platform)
✅Current forms identified
✅Email copy collected (if any)
While this isn’t required to complete your CRM setup, having a clear understanding of your customer journey and offer will significantly help in building effective automations, pipelines, and email sequences—so you can successfully launch your funnels and offers.
✅What are you offering? documented
✅Target audience defined (you may do this in your Content Amplifier Marketing Software under Marketing Setup)
✅Post opt-in flow clarified (write down what happens after a lead opts-in on an offer)
To access your Business Profile, go to Settings > Business Profile.
Everything entered in this section is client-facing and will be used across the platform—including invoices, receipts, email footers, and other customer-facing communications. Please make sure all information is accurate and up to date.
✅Set business name
✅Upload logo (if you don't have a logo yet, you may create a logo through the Content Amplifier > Marketing Setup > Brand Identity)
✅Set time zone
✅Set support email
✅Configure company details
✅Create a branded domain
To access your personal profile settings, go to Settings > My Profile.
The Business Profile contains account-level information, while My Profile is specific to your individual user profile. Each team member you add later will also have their own My Profile section to complete.
Be sure to scroll all the way down the page to review and update all available settings.
✅Create your email signature
✅Setup Email 2-way sync - this ensures all emails sent through the CRM will show up your business email's Sent folder.
✅Connect your Calendar - we need to connect your email's calendars so we can sync appointments and avoid double-booking.
✅Connect your Zoom - once connected, all meetings with Zoom as the location will be automatically created. No need to send links after someone booked!
✅Select your Linked and Conflict Calendars - choose which calendars your CRM will be syncing events and basing your availability from.
✅Customize your schedule/s - set up your daily working hours, all of your calendars in the CRM will look at this schedule to open availability.
To access Email Services, go to Settings > Email Services.
Setting up Email Services correctly is essential to ensure strong email deliverability. Email providers such as Gmail, Outlook, Yahoo, iCloud, and Proton actively monitor emails sent from CRMs—especially bulk or broadcast emails.
To protect users and filter out spam, these platforms encourage businesses to use a dedicated sending domain. Having your own sending domain helps you build a positive sending reputation over time. When email providers see that your emails consistently receive engagement (opens, clicks, replies), they are more likely to deliver your messages to the Inbox or Promotions tab instead of Spam.
However, if recipients frequently mark your emails as spam, your domain’s reputation can drop. When that happens, future emails sent from that domain are more likely to be filtered or blocked.
This is why it’s important to regularly monitor your email analytics and practice good list hygiene—such as removing inactive contacts and only emailing people who have opted in and are engaging with your content.
✅Create a dedicated sending domain
✅Start email warm up
This section walks you through the most efficient way to migrate your existing contacts, set up your lead generation systems correctly, and organize your list in a scalable way.
You’ll learn how to use Forms, Tags, Automations, and Smart Lists—and how they all work together to maintain a clean, well-organized, and easy-to-manage contact database inside the CRM.
✅Importing your contact list via CSV
✅Create/edit forms for simple opt-ins (e.g. lead magnets, free consults, etc.)
✅Create tags based on the actions they have taken
✅Add contact tags through automations
Ready to send your first newsletter? Here's how to get started.
This video introduces you to how to find your way around the CRM by showing you the main menu, settings, and where to find help. We'll also help you complete your business profile, set up your personal settings, add team members, and set up your email and website domains.
Join the Live CallThis video introduces you to the main tools like customizing your dashboard, managing conversations, calendars, and organizing your contacts to keep your business organized.
Join the Live CallLearn how to use the Social Planner, email campaigns, automations, websites, funnels, and membership areas to grow your business efficiently.
Join the Live CallJoin this live Q&A session to ask questions and get real-time answers about the platform, features, and best practices.
Join the Live CallYour personalized onboarding session where we set up your CRM together — domain, calendar, emails, and core account essentials.
Join the Live Call✅Set form actions
✅Create automations for form submissions
✅Test submissions and automations
✅Create a subdomain for funnel
✅Connect your root domain for your website