Client Documentation & Resources
Below are articles and documentation, organized by category, for ConvertMORE Consulting’s methodologies and SOPs plus time-saving and profit-growing tips, tricks, best practices. Please familiarize yourself with what is here, it is added to on a regular basis, and refer to it as a first-stop for answers to your how-to questions.
NOTE: While many articles are open for view without login, some documentation is proprietary and requires that you log in to view.
ConvertMORE Methodologies: How we do things.
Slack Pro Tips
Slack is a powerful tool for cross-team communication, and for that...
Do I need a Virtual Assistant?
Now that you're engaged with ConvertMORE, you may wonder if you need, or...
Project Responsibilities Flow Chart
The video and additional documentation on this page can help you better...
How to Get Team CMC Your Copy, Images, and Videos
Some detail in the article below, including direct access links to...
Coffee Card: How-To Submit A Work Request
In this video, MaryKay will demonstrate how to find and submit a Work...
Testing Deliverables – Keap/Infusionsoft Version
You must be logged in to view some details in the article below. Please,...
Business Hours & Turnaround Times
Standard Business Hours ConvertMORE, like most digital companies, has...
Keap/Infusionsoft Documentation & Training
List Hygiene: Preparing for Migration
Migrating to a new CRM is an ideal opportunity to engage in some deep...
Keap Max Classic Onboarding Instructions and Tips for Best Results
Congratulations on your decision to include Keap Max Classic as the...
Campaign Category Logic and Nomenclature Rules
The information below is proprietary and available for clients and...
Testing Deliverables – Keap/Infusionsoft Version
You must be logged in to view some details in the article below. Please,...
Can I make changes to my Keap/Infusionsoft campaign?
"Can I make changes?" is perhaps the most frequently asked question by...
How to Use Keap/Infusionsoft Internal Forms
Internal Forms are our favorite way to simplify and mistake-proof contact...
Memberium Delivery Portals
Memberium Autologin Links: How To Create, Use and Test
Autologin links are a special kind of Conditional Link and are an...
Memberium Access Trouble-Shooting Checklist
Before escalating access issues for Memberium controlled sites, please...
ConvertMORE Business Building & Marketing Tips
Creating Compelling Video Lead-Gen Content the Moves Your Prospect Forward
Now that you've crafted a compelling title for your lead-gen and chosen a...
Session Reminder Best Practices – Why, When, What
Best Practices for Scheduling Many programs include an ongoing live event...
How to Write Email Follow-up that Converts
Writing an email follow-up sequence can feel intimidating. What do I say...
List Hygiene, aka How to Get Your Emails to the Inbox
Clean up my list? Can't it wait? I don't want to delete THAT many...
How to Create a Webinar that Converts
A webinar can be an effective way to market products, services, and...
Webinar Funnel Email Copy Flow
Once someone has viewed your promotional webinar, you'll want to quickly...
Launch Flow Chart & Time Table
Launches. They can be a real nightmare or ... is a different experience...
Conversion Script for Webinars
DOWNLOAD the Conversion Script for Webinars
How to Prioritize Your Time and Avoid the #1 Reason Businesses Fail
Poorly managed cash flow is the #1 reason businesses fail. If the cash...