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FAQs & Resources

Answers, fast

Quick answers, the links you use most, and how to reach the team.

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Use the right channel and you'll get a faster answer.

Account and ops issues (GHL access, company email, billing) go to the support channel in Slack. Please don't text the founders about ops issues.

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FAQs

Can I call leads from my personal phone?
Yes. Use the team number in GHL or your own phone. Either way, log your notes in GHL every time.
What do I need before I can request new leads?
Move every current lead into the 3x to 5x called columns, then show your proof of work to John for approval.
Where's my booking link?
In the Setter Portal under Booking links. Diamond and Platinum setters both book with Elijah. Test the link before you send it.
How do I book an appointment?
See How to book. Book on the spot, confirm the show, put your Senior Data notes on a separate internal calendar event, and stay in text until the Zoom.
Can I quote prices?
No. Pricing belongs to the closer. Frame it as a mentorship with an investment and hand it off.
What notes do I need on every call?
Primary pain, emotional driver, past failures, decision maker status, money comfort, and urgency from 1 to 10. See Call flow & notes.
How do the Slack channels work?
Public channels are for team discussion. The support channel is for questions and ops requests. Tag one person, use threads, and search before you ask.
How do I submit call recordings?
Record every set and post the link in #callrecordings-posthere with the lead's name and the date. See Recordings.
Why are calls recorded?
Recordings and transcripts feed call reviews and scorecards. They show where a call dropped off and what to coach next.
How do I set up Fireflies?
Log in on your computer and phone with your @7figureclosingclub.com email. Use the desktop app to record calls from your phone with the call on speaker, and run a 30 second test call first. Fireflies desktop guide.
My audio or transcript isn't working.
It's usually a Zoom audio conflict. Stay in the meeting, click the arrow next to the mic, and choose Leave Computer Audio. Muting alone won't fix it.
Do I really fill out my production sheet every day?
Yes. Every working day.
Who do I contact for account or ops issues?
The support channel in Slack.