Onboarding checklist for new subscribers

(to be done on laptop/computer)

NOTE: THIS DOCUMENT IS FOR YOU. AND IT IS WORK IN PROGRESS. IF YOU FIND ANY ERRORS, LET ME KNOW, IF YOU THINK SOMETHING IS MISSING. PLEASE LET ME KNOW. I WILL UPDATE THIS REGULARLY.

What is "Onboarding"?

Onboarding is the action or process of integrating a new employee into an organization or familiarizing a new customer or client with one's products or services.

How to use this onboarding page?

The onboarding process consists of some videos, some images, and some text. It is step-by-step instruction. Do not just read everything and think "I'm done". Actually execute the steps outlined. For example, if you do not have a PayPal Business account, open one. This might take an hour as well as take 24-48 hours for identity verification with PayPal and so on. Therefore it is critical you do the steps in this checklist so when you get to build your funnel you have everything you need to set things up and start making money!

If you have not received access already to your Funnel, you will receive it shortly.


While you're waiting, or as a first step, there are certain things you need to get done regardless that would help speed up the process of setting up your first funnel. Please follow these step by step. In some cases, these may not apply to you, but read through and do what applies.


Drop me an email to support@eranbucai.com with any questions you have!!!


There is no such thing as a dumb question - ask anything you run into. Your questions help me understand any difficulties and create help documents and tutorials to assist with future onboarding

Business PayPal

In case you have been living under a rock, PayPal is one of the most popular payment processing tools online to both receive and pay for things online.

Go ahead and open a Business PayPal account if you do not have one already. You will need to know the PayPal email address to be able to set up receiving payments with Eran Funnels. For example, my Business PayPal email is "contact@eranbucai.com", so if anyone wants to PayPal me money, they can search for that email, find me, and pay me. Eran Funnels allows you to integrate that payment option straight to your checkout pages.

Stripe

Stripe is one of the most popular payment processing tools online to both receive and pay for things online - specifically in accepting any and all major credit cards. I use Stripe and it works like a charm when integrated.

Go ahead and open a Stripe account if you do not have one already. You will need to know a couple of secret codes unique to your Stripe account.


You will be shown where they are in a separate help document where you simply need to copy and paste them into Eran Funnels and you will be all set. 

What browser to use for Eran Funnels?

The recommended browser to use Eran Funnels is Google Chrome. Please go ahead and download it now.

Download Loom screen recording software for free


Loom is a free Chrome Extension that lets you record your screen for free and enable you to share a link with another person who is then able to watch your video.


In some cases, you might come across some technical problems. Questions like, "how do I connect edit the mobile version of my funnel?" 


In some cases, it will be hard to explain your question or challenge in text and Loom allows you to quickly record a 30 seconds videos showing your trouble and share the link with me to get assistance. 


Therefore it is important you download Loom to your Chrome browser.


Eran Funnels are best operated using Google Chrome. So if you do not have that browser already, please do install it to your computer.

What is the #1 book to learn about funnels?

Eran Funnels is a fantastic Funnel Building software. It has everything you need to create and scale any online business. I am excited to use it myself and I am even more excited you are here to use it too!


BUT....


The software means absolutely nothing without solid education and understanding of what funnels are and how to structure them, how to create them, and all the intricate details that go with making it profitable for you. I am not talking about merely the "software" - I am talking about your entire business model. 


Dot Com Secrets is the absolute MANDATORY book for you to learn about Funnels and having any sort of online business. This is your number 1 book to get. Order it, and ignore buying the upsells of signing up for ClickFunnels software. Eran Funnels provides all the technology you need to implement what is in the book.  But you do need the book. 

What is the number 1 book to learn how to build a following online and turn your expertise and passion into a career?

Following the book Dot Com Secrets, I highly recommend you buy and read the book Expert Secrets. 


This is really a follow up of the Dot Com Secrets and will align perfectly. It goes deeper into the aspect of building an audience, practical steps for your funnel, and turning your passion and expertise into a career.


Note that there will be upselling when you make the purchase. If you want to get the extra training that is offered in the upsells that is up to you. 


But when it comes to getting the actual software to implement the strategies in the book, ERAN FUNNELS offer everything you need to succeed.



Sales Funnel or a Website?

If you are somewhat new, I want to give you instant education while you're waiting for the books to arrive (Dot Com Secrets & Expert Secrets). The video I recorded for my "Business Basics Video Series" and explains why having a funnel is a priority. 


In this video, I mention a course called "How The Online World Really Works". I have since re-packaged that into my $1/day coaching course.


What is important is the actions to take as a result of this video. EranFunnels provides you with everything you need to set up a funnel. But you still need a professional email address and a professional domain, e.g. your name, or whatever name you choose. If you need help choosing a domain name, email support@eranbucai.com to discuss. 



(Next section will show you how to set up a professional email address)

How to set up a domain email address?

Once you are inside SiteGround. Click the following:

“Websites” 

Pick the domain email you wanted e.g. “eranbucai.com” and click  “Site Tools”

This will open a new window.

On the left bar of the page, you will see various section. Click “Email”

This will open sub-sections. Click sub-section “Accounts”

Add an account name e.g. type “eran” or your name, or “info” or whatever you want the email address to be.

Generate or create your own password.

Once you’ve done it, you’ll see the email address you created at the bottom of that page.

Note: To send follow up emails from an email service provider you MUST have a professional domain email address so this step is vital before moving to the next section.

Forwarding address from domain to your usual gmail account

If you do not already have a Gmail account, you should get one. It is simply better to use. The first step you can do is to simply go to "Forwarded" sub-section in SiteGround, enter the new email you created in the blank space under "Forward all messages sent to", and in the second blank space "To email address" type your actual Gmail address. That way whenever someone emails the domain email you just created, it automatically comes to your Gmail. 

Replying from the domain email address

There are 2 options to replying from the domain email address. 

See the picture on the right. When you click the section of "Accounts" you will see the email account you created and there are 3 dots on the bottom right. When you click it, you will see the menu to the left. When you click "Log in to Webmail" this will automatically take you to the domain email where you can reply, receive, respond, etc.


I personally do not like to have to log in to Webmail, I prefer it all come to my Gmail. 

Therefore the second option is to click the button "Mail Configuration" and you will have a bunch of numbers and details. You will need to copy and paste those to your Gmail account in the "Settings" and then "Accounts and Import". I am including a picture and link below with the support article from Google on how to set it up step-by-step. It can get technical, I even got help on it when I was setting it up so let me know if you need assistance.

Setting up your email service provider

There are a number of options on an email service provider. I use GetResponse and I recommend you do too. This is one of the cheapest in actual fact, has 24/7 support for any technical questions, and most importantly it has easy integrations with lots of online tools. The more you work online, the more you appreciate the importance of simple integrations. You will save yourself a ton of headaches by picking an email provider like GetResponse. 


You can also go with a more expensive option of ActiveCampaign if you want, but I recommend you go with GetResponse. Please click the link to sign up. The cost, when getting started, is roughly $15/month.


I did an onboarding video with one of my clients, Karen, and therefore I am sharing it with you in case you want to get a little tour. Feel free to watch it at 2x or 1.5x speed.

Getting support and your questions answered

This being a new software tool, you are going to run into questions and uncertainties. The more you use it, the more you are going to also succeed with the tool and the faster you will get.


There is a ton of FAQs and support articles already prepared in this link: https://help.web-repository.com/content


So whenever you are stuck, I urge you to get that link and do a search. Bookmark this link now so you always have access. You will also find that when you ask for support in the chat, the first reply will always be this link so you can easily do a search and get your answer.


There are articles for all these topics:


GETTING STARTED

PAGES

STORE

MEMBERS

APPLICATIONS

POPUPS

WEBSITE SETTINGS

CUSTOMER DATA/PRIVACY (GDPR)

SEO (SEARCH ENGINE OPTIMIZATION)

WIDGETS

FUNNELS


And much more. Anything that may be missing, I will create and add more. So feel free to reach out with any questions if you can't find it in the support articles.


EranFunnels Walkthrough video

After doing a number of walkthroughs with the first sign-ups of EranFunnels, I recorded a tour of the software explaining how to use it and all the major features. This is a 40 minutes video walkthrough. No fluff, just straight walking you step by step to introduce to you to the features and how to use it.


There is a learning curve, but honestly, it's minor. You'll get used to it quickly. 


There will be a more complete course soon with step by step on the entire software that you'll be able to follow.

GetResponse Mini-Course

As part of signing up for GetResponse using my affiliate link, I am giving you a short mini-course about GetResponse and email marketing for you to have some additional content and direction on exactly how to get started and how I use GetResponse. These are just the fundamentals. 


Keep in mind that GetResponse has excellent support on their own right regardless of any tutorial I make. And their YouTube channel has a ton of info as well. Not to mention the numerous free courses they offer.


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