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Next Level DRIVE Setup
AI Controls
Go to AI Controls
Create or Update a Campaign
New Reality Course
In Production
Course Funnel - New Reality
Update NRC Campaign
Seminar Funnel - Social Security
Update SFSS Campaign
Seminar Funnel - Estate Planning
Update SFEP Campaign
Seminar Funnel - Taxes & Retirement
Update SFTR Campaign
Seminar Funnel - Multi Topic
Update SFMT Campaign
Seminar Funnel - Women
Update SFW Campaign
Architect
In Development
7 Annuity Lessons
Update Content
AI & Manual SMS Marketing
Create/Submit SMS Messages
Lead Gen Funnels
Update Campaign
"Text Keyword To" Campaigns
Create/Update Text Keyword To Campaign
Magellan Lead Gen Campaigns
Update Magellan Lead Gen Campaigns
Special Campaigns (Password Protected)
New Reality Course
In Production
Beneficiary Liquidity Program
Update Settings
Architect
In Development
Drive Setup
Calendars and Booking
Set Up Calendars
Appearance
Set Up Theme
Facebook/GA4 Tracking
Set Up Tracking
Custom Footer
Set Up Custom Footer
SMS and AI Calling Consent
Edit Form Checkboxes
Web/Email Disclosures
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Default Contact Assignment
Update Fallback
AI Setup
You only need to do one of these
AI Training and New Website
Start AI Training & Website Setup
AI Training Only
Start AI Training
In Development
Archiving
In Development
Custom LG Updater
In Development
ClickUp
In Development
LJ Registration Import
In Development
Set Up Tracking
In Development
Set Up Simple Texting
In Development
