Welcome to your new Grow CRM! We have put together a list of 6 items that you need to complete to get your CRM up and running! The next steps after you complete your setup, is to book your onboarding call
CRM Setup Checklist
Welcome to Grow!
This document will walk you through the basic setup of your CRM! Use the checklist below to track your progress and as a reference for later.
There are 6 steps needed to complete your CRM setup. Each step is outlined below and contains a direct link to that step’s video in Grow’s onboarding series. Simply click on each step’s name to access its coordinating video.
Once your checklist is finished, your next step is to book your onboarding call where we will dive further into your new CRM!
To begin, start here:
Watch this video series:
Click on Settings ->
Add logo
Enter gym name, email, phone, website, address, and timezone
Click on Launchpage ->
Download mobile app known as “Grow By PushPress”
Connect Google My Business account
Connect Facebook/Instagram accounts
Click on Settings -> Integrations ->
Connect Gmail Calendars (across all instances and for each staff member)
Click on Settings -> My Staff ->
Add Staff
Enter profile information
Designate permission/role
Enter general availability
Select the user’s calendar configuration for that staff member
Click on Settings -> Custom Values ->
Review all custom values
Appointment Type (name you use i.e; ‘No Sweat Intro’ - ‘Free Trial’ - or - ‘Consultation’ etc…)
Drop in Value ($)
Facebook Group Link (if using)
Google Review Link
Intro Booking Link (*only if using appts)
Lead Value ($)
Nutrition Value ($)
PP Trial Link (*if using trials)
Pricing lower end (Lowest $ option)
Upper Pricing Option (Highest $ Point)
Workout Tracking app (Name)ng App (Name)
Click on Go Back -> Sites -> Forms -> Builder ->
Review forms
Make any necessary edits -> hit save
Remove any forms you DO NOT want on your website edit -> delete
*If a form is listed here when your website is built, it will be added to your site.
Congrats!
You’re now ready to book your CRM onboarding call!