How-to-Videos

I’ve been in business since I was 10 years old. During that time I’ve been asked a lot of questions on “How do I….?” Here are some videos to assist in answering these important questions.


Get On ZOOM: 5 Steps to Connect

This 3 minute video will show you the 5 steps that are needed to connect with ZOOM. This is not a software tutorial, this video makes the assumption that there has been a connection interruption that you are not aware of (happens to everyone with a computer!) The link below is to the PDF that will allow you to print off this 5 step checklist and have it by your side each time you get onto ZOOM.

5 Steps to Connect on ZOOM – Checklist

Downloading Your Contacts into a CSV file from Send Out Cards

Here is a 1min video that will walk your through taking your Send Out Cards Contacts and converting it into a CSV file from your Relationship Manager.

Following Up with Clients

Taking Facebooks JSON files and Converting them to CSV files

Here is a quick 3min video that will walk your through taking your JSON Facebook Friends file and converting it into a CSV file for free.

Website that has a JSON–>>CSV converter

Troubles with ZOOM? Refresh Your Browser

Here is one of the many tips to get ZOOM working if it won’t let you into a ZOOM room. Refreshing your browser solves the issue 90% of the time.

 

Royalty Free Images for Cards

Get yourself a free account on Canva to build cards using royalty free images. This is my favorite go-to service for building any image, logo or presentation! This is a fantastic site. Here’s the link to sign up. It’s free.

https://www.canva.com/

Download Your List of FB Friends

The single best way to build your contact list for SOC or any other business venture

Download Your Connections from LinkedIn

The single best way to build your contact list for SOC or any other business venture is to download your list of connections from FB, LinkedIn and Your Phone.

Thank you Joe Apfelbaum for creating this video. 

Build Your Calendar for Growth

Create the outline of where you want to organically grow your business.