Join Meghan Porter, Customer Success Lead at Follow Up Boss, and Lee Adkins, Head of Growth at Amplified Solutions as they take you back to the basics. They'll show you the best practices for getting your Stages, Tags, Smart Lists, and Action Plans dialed in.

00:00 Intro
00:45 Diving into Stages
21:19 "These are the things people aren't doing. It's the key to creating a solid foundation and process"
22:45 Diving into Smart Lists
41:15 Diving into Tags
47:56 Diving into Automations
56:57 Email and text templates
1:08:33 Next steps for everyone

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