My Medicare Helper How-To Videos
My Medicare Helper is built off the GO HIGH-LEVEL (GHL) Platform
The possibilities as an all-in-one CRM and marketing platform are endless.
GHL has hours of training videos on how the platform we encourage you to
review our self-help videos & also check out their training.
Click here to check out GHL training
Let's Get Started!
Basics
My Medicare Helper was designed for Medicare agents, by Medicare agents. We know that working with a new CRM can be overwhelming. That is why we put together these short videos to help you get started with the basics. Click on the buttons to discover all of the topics you need, to get started.
Add, edit, and delete users with Team Management
Pleasantville's Premier [niche] Marketing Agency
We specialize in making businesses like yours more money. Let's start with an audit of your current marketing.
With our lesson on forms you will learn how to create a form and how they work with pipelines and triggers.
You can use tags to group your leads to search for them in the future and add them to campaigns
Website Design & Development
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Search Engine Optimization (SEO)
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Pipelines help you track the progress and initiate actions over the course of a sale. You can add multiple owners and integrate campaigns at different stages.
Paid Advertising
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Reputation Management
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Triggers help you automate processes. You set the conditions for an action you want to take place. They work with forms and pipelines so it is suggested you view those lessons as well.
This is a quick video on how to read and reply to texts and emails via the conversations tabs.
Using My Medicare Helper
With all previous videos you should have the foundations to understand how to navigate within the CRM. The next two videos will show you how to use some advanced features to nurture your leads.
Social Media Management
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Email Marketing
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Social Media Management
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Within Pipelines you will learn how to update and move contact cards to reflect the stage your lead is in
Integrations
Third party applications are used to facilitate communication between the CRM and client or lead. Twilio is used for phone calls, voicemail, and texts and Mailgun is used for emails. Once your accounts are set up, you will provide us with your unique account identifiers so that you can get started.
First, let's start with a video to help you with Facebook Ads.
Communicate with your clients via SMS and voice calls. This is a third-party application that is required in order to send/receive texts and phone calls in My Medicare Helper.
Please note that although you can create a free trial, you may have to sign up for a subscription for certain functionality. This will not be billed through My Medicare Helper.
Use Mailgun to send and receive emails. You can start off with a free trial but you will have to upgrade to a paid subscription to reply to emails. This is billed directly through Mailgun
"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.
As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software developed by High Level, makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple resources, our company follow up, conversions, current client’s information, sales, and special offers in one place."
Christina Nelson