Getting Started With Agent CRM

Welcome to Agent CRM.
In this onboarding video, Will Winter (COO) walks you through what to expect in your first week, how to push through the learning curve, and exactly where to start inside the system so you can get results faster.

Agent CRM is powerful — and yes, there’s a learning curve. The goal of this video is to help you set the right expectations, block time to learn, and use the Activator (our step-by-step onboarding hub) so you’re not guessing what to do next.

You’ll see how the Activator is organized into 3 phases:
✅ Phase 1: System Setup (foundation + boring but essential stuff)
✅ Phase 2: Launch & Daily Use (how to actually use the CRM day-to-day)
✅ Phase 3: Upgrades & Expansion (Agent AI, sending domains, call scripts, and more)
If you want faster help and hands-on guidance, we also cover where Agent CRM Pro fits into the journey.

⏱️ Timestamps
0:00 – Welcome to Agent CRM + what this video covers
0:12 – Why you likely signed up (leads + automation)
0:34 – The learning curve (no sugarcoating)
0:52 – Mindset shift: “you → destination” (power through the tough part)
1:56 – Block time on your calendar to learn the system
2:25 – Introducing the Activator (your onboarding hub)
2:55 – Phase 1: System Setup (foundation tasks)
3:15 – How “Watch Training” works (video player walkthrough)
3:47 – Marking progress (checkboxes + tracking your setup)
4:43 – Phase 2: Launch & Daily Use (calls, policies, daily actions)
5:11 – Phase 3: Upgrades & Expansion (Agent AI + advanced improvements)
6:14 – When Agent CRM Pro may be the right fit
6:22 – A2P registration (texting compliance) + support links
6:40 – Final encouragement + welcome aboard

✅ What You’ll Learn
How to approach your first week in Agent CRM without overwhelm
How to use the Activator to follow the correct setup order
How to track progress so you always know what’s next
The difference between Phase 1, 2, and 3
When to consider upgrades like Agent AI or Agent CRM Pro
Why consistent learning blocks = faster results

🔗 Helpful Links
Start here inside your account: Activator (top-left menu inside Agent CRM)

Explore Agent CRM Pro options inside your account under upgrades/resources.

If you found this helpful, subscribe for more Agent CRM walkthroughs, onboarding guides, and automation strategies to help you scale.

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