| Module | Title & Duration | Objectives | Key Resources |
|---|---|---|---|
| 1 | Platform Orientation & Branding 45 min |
– Tour the 1stContact.ai UI – Distinguish agency vs. sub‑account views – Set up custom domain & branding |
|
| 2 | Agency Dashboard & Sub‑Accounts 1 hr |
– Manage Launchpad, billing & snapshots – Provision & bulk‑configure sub‑accounts |
|
| 3 | CRM Fundamentals & Contact Management 1.5 hr |
– Create/import contacts & smart lists – Design basic pipelines & funnels – Automate follow‑up workflows |
|
| 4 | Marketing Automation & Communications 1.5 hr |
– Build Triggers & Workflows for email/SMS/voice – Use unified Conversations inbox |
|
| 5 | Funnels, Websites & Landing Pages 1 hr |
– Design responsive funnels & sites – Embed forms & connect Stripe payments |
|
| 6 | Reporting & Analytics 45 min |
– Create dashboards & widgets – Schedule automated performance reports |
|
| 7 | Advanced Integrations & API 1 hr |
– Connect via API & webhooks – Build Zapier sub‑account provisioning |
|
| 8 | Ongoing Support & Community 30 min |
– Access 24/7 help, Slack community, monthly updates – Stay current with platform releases |