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Welcome to the Automate & Elevate Onboarding Experience
🎯 Build your complete list-building system and turn clicks into customers in just 7 simple steps. Let’s do this.
IMPORTANT — PLEASE DO ALL THESE IN YOUR COMPUTER AND NOT MOBILE PHONES.
Your Trial Just Started—Here’s Exactly What to Do Next: Watch This First!
edit your account settings
In this video, I walk you through the essential updates you need to make in your account settings to set up your profile effectively. I cover uploading a logo, entering your business name, and ensuring your time zone is correct. It's important to avoid duplicate contacts and to check your billing information as well. Please make sure to review these settings and prepare for the upcoming videos on email and domain integration.
Connect Your Domain (GoDaddy)
(*watch this training if you don't yet have a domain OR are using GoDaddy as your domain provider) **if you're using another provider, go to the next video
In this training, I walk you through the basics of connecting your domain to the Automate and Elevate platform, specifically for those using GoDaddy. I explain how to purchase a domain, connect it, and handle any potential A record conflicts that may arise. If you encounter issues, like a conflict with your DNS records, I recommend deleting the problematic A record and trying again after a short wait. Additionally, I mention that transferring your domain can simplify the process. Please make sure to follow these steps carefully to ensure a seamless connection for your funnels and websites.
Connect Your Domain (Others)
(*watch this training if your domain is on another provider NOT GO DADDY)
In this video, I’ll guide you through the process of connecting a domain that is on another provider other than GO DADDY (bluehost, namecheap, squarespace, etc) to the Automate and Elevate platform.
Connect Your Email (GoDaddy)
(*watch this training if you don't yet have an email domain OR are using GoDaddy)
In this video, I walk you through the steps to connect your business email provider, specifically focusing on using GoDaddy or similar services. I emphasize the importance of using a business email rather than personal accounts like Gmail or Yahoo. I also request that you ensure your domain is verified and set up correctly for optimal deliverability. Please follow along and complete the steps as I demonstrate them to ensure everything is set up properly.
Connect Your Email (Others)
(*watch this training if your email is on another provider NOT GO DADDY)
In this training, I'm going to guide you through the steps to connect your business email to your Automate and Elevate account, especially if you're not using GoDaddy. I’ll show you how to create a dedicated domain and add the necessary DNS records, which should only take about five minutes. Make sure to follow along and verify your domain multiple times if needed. If you encounter any issues, feel free to reach out for help!
Setting Up SMS Messaging
In this video, I’m going to guide you through setting up your SMS messaging. If you don’t have an account yet, I’ll provide a link below to help you get started. Please make sure to fill out the form after connecting so we can get everything live for you! Number to add: 609-270-1181
Activate Do Not Disturb Workflow
In this video, I’m going to walk you through the steps to activate the Do Not Disturb workflow, which is crucial for compliance as a marketer. It’s important to have this turned on to avoid any legal issues when someone opts out of communications.
Connect Your socials
In this video, I walk you through the steps to connect your Facebook and Instagram accounts for seamless automation without extra fees. I emphasize the importance of having a Facebook page instead of a profile and guide you through the settings to link your accounts correctly. If you encounter any issues, I provide tips on how to troubleshoot them. Please make sure to follow along and set up your accounts as instructed.
Upload Your Contacts
In this video, I’ll guide you through the process of uploading a list of contacts from a .csv file. I emphasize the importance of converting your Excel or Google Sheets files to .csv format for compatibility. I also explain how to create tags for your contacts, which will help you organize them effectively.
Custom Dashboard Training Overview
In this video, I walk you through the features of your custom dashboard that has been pre-loaded into your account. I cover how to access important announcements, manage tasks and track your contacts and funnels. I also explain how to edit your dashboard and ensure it remains customized even after updates.
Let’s Build This Together.
Inside the group, you’ll get:
✔️ Support from other small business owners
✔️ Quick answers from our team
✔️ Step completion shoutouts
✔️ Bonus resources + mini trainings
ALL RIGHTS RESERVED 2026 | AUTOMATE & ELEVATE
Built By Aveba Design Studio, Official and Exclusive Partner of Automate and Elevate
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