OAP Training Center

WHAT DO YOU WANT TO LEARN?

Learn, learn, and learn some more. Click on any of the sections below to get started setting up your automated systems and business procedures!

The NINE Moves

START HERE GRASSHOPPER!
Once you master these 9 key moves,
you will understand the core principles
of using OfficeAutopilot.

(Time: Approx 90 minutes)
Set up my account

In this section you will learn how to:

The lessons in this module will show you exactly how to get everything set up so you are ready to begin building the automated business of your dreams!
Time: About 55 minutes

Get or integrate a WordPress site

In this section you will learn how to:

Learn how to start and host a new WordPress site right within your OfficeAutopilot account, and how to integrate a site if you already have one.
Time: 20-60 minutes (depending)

Get/Stay Organized

In this section you will learn how to:

Learn the best standardized naming conventions, plus set up tags and groups to keep your system clean and organized.
Time: About 15-45 minutes

Create My New Lead System

In this section you will learn how to:

Create your new lead management system. From new leads coming in through SmartForms, to following up automatically with Sequences, it's all in here.
Time: About 120 Minutes (depending)

Create my Long-Term Lead Nurture System

In this section you will learn how to:

The lessons in this module will show you how to create the system that will nurture cooler leads over the long term.
Time: About 30-45 minutes

Sell Stuff & Manage Customers

In this section you will learn how to:

Learn to create products, order forms, set up delivery automation, post-sale follow up communication and more!
Time: Depends too vastly to give estimate

Follow up in cool ways

In this section you will learn how to:

Learn to follow up and keep in touch with your prospects and clients in various, creative, profitable ways. Check back often for new additions!
Time: Depends too vastly to give estimate

Get Testimonials and Referrals

In this section you will learn how to:

Learn to create a system for automatically getting feedback, testimonials and referrals from customers.
Time: 60-90 minutes

More Coming Soon!

In this section you will learn how to:

This training center is currently still under construction, but we wanted to give you early access to some of the sections.
More content will be added very soon! Check back for updates.

TIPS AND TRICKS

TRAINING CENTER OVERVIEW

Welcome to our training center! This resource provides a step by step method of instruction on how to setup different parts of your account, while additionally teaching you advanced tips & tricks.

LET US DO IT FOR YOU

Professional Services

Need someone that knows what they are doing to help you out? Whether its building automated systems for your business or designing all your materials for marketing... we've got your covered!

ASSISTANCE

Office Autopilot 2040 Alameda Padre Serra Santa Barbara, CA 93103 p: 888.767.7429 f: 888.888.8888 w: www.officeautopilot.com

WHAT DO YOU WANT TO LEARN?

The NINE Moves

Set up my account

In this section you will learn how to:

The lessons in this module will show you exactly how to get everything set up so you are ready to begin building the automated business of your dreams!

Get or integrate a WordPress site

In this section you will learn how to:

Learn how to start and host a new WordPress site right within your OfficeAutopilot account, and how to integrate a site if you already have one.

Get/Stay Organized

In this section you will learn how to:

Learn the best standardized naming conventions, plus set up tags and groups to keep your system clean and organized.

Create My New Lead System

In this section you will learn how to:

Create your new lead management system. From new leads coming in through SmartForms, to following up automatically with Sequences, it's all in here.

Create my Long-Term Lead Nurture System

In this section you will learn how to:

The lessons in this module will show you how to create the system that will nurture cooler leads over the long term.

Sell Stuff & Manage Customers

In this section you will learn how to:

Learn to create products, order forms, set up delivery automation, post-sale follow up communication and more!

Follow up in cool ways

In this section you will learn how to:

Learn to follow up and keep in touch with your prospects and clients in various, creative, profitable ways. Check back often for new additions!

Get Testimonials and Referrals

In this section you will learn how to:

Learn to create a system for automatically getting feedback, testimonials and referrals from customers.

More Coming Soon!

In this section you will learn how to:

This training center is currently still under construction, but we wanted to give you early access to some of the sections.
More content will be added very soon! Check back for updates.

TIPS AND TRICKS

TRAINING CENTER OVERVIEW

LET US DO IT FOR YOU

Professional Services

ASSISTANCE

CHAT

SUBMIT A TICKET

ADDITIONAL DOCUMENTATION

WHAT DO YOU WANT TO LEARN?

The NINE Moves

Set up my account

In this section you will learn how to:

The lessons in this module will show you exactly how to get everything set up so you are ready to begin building the automated business of your dreams!

Get or integrate a WordPress site

In this section you will learn how to:

Learn how to start and host a new WordPress site right within your OfficeAutopilot account, and how to integrate a site if you already have one.

Get/Stay Organized

In this section you will learn how to:

Learn the best standardized naming conventions, plus set up tags and groups to keep your system clean and organized.

Create My New Lead System

In this section you will learn how to:

Create your new lead management system. From new leads coming in through SmartForms, to following up automatically with Sequences, it's all in here.

Create my Long-Term Lead Nurture System

In this section you will learn how to:

The lessons in this module will show you how to create the system that will nurture cooler leads over the long term.

Sell Stuff & Manage Customers

In this section you will learn how to:

Learn to create products, order forms, set up delivery automation, post-sale follow up communication and more!

Follow up in cool ways

In this section you will learn how to:

Learn to follow up and keep in touch with your prospects and clients in various, creative, profitable ways. Check back often for new additions!

Get Testimonials and Referrals

In this section you will learn how to:

Learn to create a system for automatically getting feedback, testimonials and referrals from customers.

More Coming Soon!

In this section you will learn how to:

This training center is currently still under construction, but we wanted to give you early access to some of the sections. More content will be added very soon! Check back for updates.

TIPS AND TRICKS

TRAINING CENTER OVERVIEW

LET US DO IT FOR YOU

Professional Services

ASSISTANCE

CHAT

SUBMIT A TICKET

ADDITIONAL DOCUMENTATION

This training center is currently still under construction, but we wanted to give you early access to some of the sections.
More content will be added very soon! Check back for updates.